Oakbourne
Oakbourne Advisors is an independent investment consulting firm providing retirement plan consulting for corporate 401(k) sponsors with $2M+ payroll and private wealth management for high-net-worth families, operating from offices in New Jersey and Pennsylvania.
- Company typePrivate
- Founded2004
- HeadquartersHackettstown, United States
- Headcount1–10
- GTM typeB2B and B2C
- OfferingServices
What Oakbourne does
Oakbourne Advisors (legal entity NorthStar Asset Management, LLC) is an independent investment consulting firm founded in 2004 and headquartered in New Jersey, with offices in Berkeley Heights, NJ and West Chester, PA. The firm provides customized retirement plan consulting for corporate 401(k), 403(b), and SIMPLE IRA plan sponsors targeting businesses with at least $2,000,000 in annual payroll and 20+ employees, alongside a separate Private Wealth Management practice serving high-net-worth individuals and families by referral or invitation only. The retirement plan offering is structured around three pillars: Plan Design & Implementation, Investment Option Selection (delivered under ERISA 3(38) or 3(21) fiduciary standards with RPAG and FI360 due diligence), and Employee Engagement & Education; a 401(k) Plan Benchmarker tool supports plan diagnostics. Client account access and financial planning are delivered through third-party platforms (TD Ameritrade, SEI, RightCapital, and a Private Client Portal), with no proprietary technology platform disclosed.
The firm operates a sales-led, relationship-driven GTM: direct outreach, website inquiries, and referrals for the corporate practice, with private wealth restricted to referral/invitation. Pricing is quote-based and not publicly disclosed, with revenue generated through fee-based, recurring investment advisory engagements. Advisors hold AIF, CIMA, CFP, and ChFC designations, and the firm is privately held and founder/partner-owned with no institutional backers, no parent company, and no disclosed funding history. The firm is actively operating (copyright notice indicating 2026) and serves a national U.S. client base from its two offices, with no public revenue figures and no disclosed headcount beyond approximately eight named senior professionals across the two practices.
Oakbourne firmographics
Firmographics- Name
- Oakbourne
- Legal name
- NorthStar Asset Management, LLC
- Website
- https://oakbourne.com
- Company type
- Private
- Founded year
- 2004
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Oakbourne Advisors is an independent investment consulting firm providing retirement plan consulting for corporate 401(k) sponsors with $2M+ payroll and private wealth management for high-net-worth families, operating from offices in New Jersey and Pennsylvania.
- Ownership category
- akta.pro rank
Oakbourne industry classification
Industry- Product category
- Retirement Plan Advisory Services
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Employer Retirement Plan Advisory (401(k)/Pension) (FSAEABAE)
- akta.pro secondary industry
- Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)
Keywords
Where Oakbourne is headquartered
LocationHeadquarters
- HQ city
- Hackettstown
- HQ country
- United States
- HQ region
- North America
Offices3 records
Markets served
Oakbourne business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Investment Advisory Fees: Fee-based investment consulting services for retirement plans and wealth management clients. Services include plan design, investment menu selection, and participant education for corporate retirement plans.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels2 records
Oakbourne product offering
Product offeringCore offering
Oakbourne Advisors is an independent investment consulting firm providing customized retirement plan consulting services (401(k), 403(b), SIMPLE IRA) for businesses with at least $2,000,000 in annual payroll and 20+ employees, including plan design, investment menu selection, and participant education. It also offers private wealth management for families and high-net-worth individuals by referral or invitation.
Product overview
Oakbourne Advisors is an independent investment consulting firm offering two primary service lines: Corporate Retirement Plan Services and Private Wealth Management. Corporate Retirement Plan Services provides customized 401(k), 403(b), and SIMPLE IRA consulting for businesses with at least $2,000,000 in annual payroll and 20+ employees, built around three core components—Plan Design & Implementation, Investment Option Selection, and Employee Engagement & Education—along with a 401(k) Plan Benchmarking tool for identifying high fees and underperforming funds. Private Wealth Management operates as a separate advisory team serving families and high-net-worth individuals by referral or invitation only, providing comprehensive financial strategy and wealth protection. The firm also maintains a 401(k) Bulletin educational blog as a resource hub. All offerings are delivered through a fiduciary model, with the retirement plan practice serving as ERISA 3(38) or 3(21) fiduciary.
Differentiator
Problem solved
Functional benefit
Products and services
- Corporate Retirement Plan Services Customized retirement plan consulting for businesses with at least $2,000,000 in annual payroll and 20 or more employees, covering 401(k), 403(b), and SIMPLE IRA plans through plan design, investment menu selection, and participant education.
- Private Wealth Management Wealth management and financial strategy services for families and high-net-worth individuals, including investment management and estate planning integration, delivered by a separate Private Wealth Advisory Team.
- 401(k) Plan Benchmarking Plan analysis engagement enabling businesses to request a review of their current 401(k) plan investment menu to identify high fees and underperforming funds, available via the 401(k) Plan Benchmarker tool.
Companies that use Oakbourne
Customer profileSegments2 records
Ideal customer profiles2 records
Oakbourne technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration4 records
Oakbourne partnerships and signals
Strategic signalScale indicators1 record
Recent moves6 records
Expansion highlights4 records
Oakbourne competitors and assessment
Company assessmentDirect peers
- CAPTRUST: Large independent RIA specializing in retirement plan consulting for mid- and large-market plan sponsors, with parallel HNW wealth services; competes head-to-head with Oakbourne for 401(k) advisory mandates.
- SageView Advisory Group: Independent retirement plan consulting firm serving mid-market plan sponsors with fiduciary investment advice, plan design, and participant education; very comparable offering and target customer to Oakbourne.
- Fiducient Advisors: Independent RIA providing retirement plan advisory, investment consulting, and wealth management to nonprofits, institutions, and HNW clients; comparable scale, independence, and service mix.
- Strategic Retirement Partners (SRP): Retirement plan consulting firm serving mid-market employers with ERISA fiduciary services, investment due diligence, and participant education; directly competitive with Oakbourne's plan practice.
- AndCo Consulting: Independent investment consulting firm focused on retirement plan advisory and OCIO services for plan sponsors, with a similar credentialed-team, fiduciary-led model.
- OneDigital: National retirement plan advisory and wealth management firm formed via roll-up; offers ERISA fiduciary consulting for employers of all sizes, directly overlapping Oakbourne's mid-market 401(k) segment.
Broad incumbents
- Fidelity Institutional:
- Empower Retirement: One of the largest U.S. retirement plan recordkeepers and advisors, offering bundled 401(k) administration and advisory services to plan sponsors of all sizes; an incumbent competitor that overlaps Oakbourne's segment.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat3 records
Key risks1 record
Key highlights6 records
Customer concentration
Oakbourne social profiles
Digital presenceOakbourne compliance and trust
Trust signalCompliance2 records
Oakbourne financial estimates
Financial estimateRevenue estimate
Valuation estimate
Oakbourne leadership team
Management profileNumber of profiles
Profiles8 records
Oakbourne funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Oakbourne M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Oakbourne
What does Oakbourne do?
Oakbourne Advisors is an independent investment consulting firm providing customized retirement plan consulting services (401(k), 403(b), SIMPLE IRA) for businesses with at least $2,000,000 in annual payroll and 20+ employees, including plan design, investment menu selection, and participant education. It also offers private wealth management for families and high-net-worth individuals by referral or invitation.
Is Oakbourne a public or private company?
Oakbourne is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Oakbourne founded?
Oakbourne was founded in 2004. It employs 1 to 10 people.
Where is Oakbourne based?
Oakbourne is headquartered in Hackettstown, United States, in the North America region.
How does Oakbourne make money?
One revenue line is on record: investment Advisory Fees.
Who are Oakbourne's main competitors?
Direct peers on record are CAPTRUST, SageView Advisory Group, Fiducient Advisors, Strategic Retirement Partners (SRP), AndCo Consulting and OneDigital. Broad incumbents are Fidelity Institutional and Empower Retirement.
Does Oakbourne have an API?
No public API is recorded for Oakbourne.
What industry is Oakbourne in?
Oakbourne's product category is Retirement Plan Advisory Services. Its primary akta.pro industry code is FSAEABAE, Employer Retirement Plan Advisory (401(k)/Pension), with a secondary code of FSAAABAD, Advisory Portfolio Management (Non-Discretionary). Its NAICS code is 523940 and its SIC code is 6282.