Missionsquare Retirement logo

Missionsquare Retirement

Updated today

Client assets under management

$5,740,508,954

Clients

40,526

1% high-net-worth

Advisors

138

of 553 employees

Firm type

Multi-team

30-300 advisors or >$3B in AUM

Clients per advisor

294

Very High

Average account size

$141,650

About

MissionSquare Retirement serves state and local government employers, their employees, and certain non‑profit entities by administering deferred compensation and qualified retirement plans and providing plan administration, recordkeeping, education, and Guided Pathways Advisory Services for participants and IRAs held at MissionSquare. Guided Pathways includes discretionary Managed Accounts and nondiscretionary Fund Advice and is delivered via online, mail, telephone and in‑person channels only within MissionSquare‑administered accounts.

Investment advice and model portfolios for Guided Pathways are developed by Morningstar Investment Management, which serves as the Independent Financial Expert and uses asset‑class allocation models, quantitative and qualitative fund selection, Monte Carlo simulations and a “total wealth” approach; advice is personalized based on client personal and financial information and certain Morningstar assumptions, with an optional risk questionnaire that adjusts target equity allocations. Managed Accounts are discretionary and typically rebalanced quarterly to align with Morningstar’s model portfolios, while Fund Advice is point‑in‑time and does not include ongoing account monitoring by MissionSquare.

The firm’s scale and structure are notable: MissionSquare administers Guided Pathways for more than 40,000 participants supported by a multi‑team advisory structure, and it operates an integrated set of affiliates — VantageTrust Company serves as the qualified custodian and trustee for its collective trust (MSQ) funds, while MissionSquare Investments and MissionSquare Wealth Management provide in‑house advisory and brokerage functions. MissionSquare relies on asset‑based advisory and administrative fees rather than fixed fees, does not offer standalone financial planning within Guided Pathways, and maintains a strategic partner and recordkeeping program (including Morningstar as the IFE) with documented oversight and disclosures to address related conflicts of interest.

Client services

Portfolio management

Expertise

General retirement planning Retirement income strategy Retirement withdrawal strategies Income planning

Want help finding the right advisor?

Answer a few questions to see advisors matched to you.

Fee options

Percentage

$0 - $100,000: 0.50% $100,001 - $300,000: 0.40% $300,001 - $500,000: 0.30% $500,001+: 0.20%

Main office location

Missionsquare Retirement

777 North Capitol Street Ne, Suite 600

Washington DC 20002-4240, United States

Number of offices

12

Most active in

Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Puerto Rico · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virgin Islands · Virginia · Washington · West Virginia · Wisconsin · Wyoming

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Christina C

Series 66

Prior Lake, MN

Missionsquare Retirement

Christina Clemons is a financial advisor with MissionSquare Retirement, holding a Series 66 designation and 15 years of industry experience. She has been with ICMA-RC since 2016. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, utilizing investment advice and model portfolios developed by Morningstar Investment Management.

General retirement planning Retirement income strategy Retirement withdrawal strategies Income planning
user avatar

Denney D

Series 63, Series 66

Pasadena, CA

Missionsquare Retirement

Denney Domantay is a financial advisor at MissionSquare Retirement with 23 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at firms including Bank of America, Merrill, Sotheby's International Realty, and Ameriprise Financial Services. Domantay also serves as treasurer and practice consultant for a family-held medical practice. MissionSquare Retirement serves state and local government employers and employees, along with certain non-profit entities, by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, with investment advice developed by Morningstar Investment Management based on a model portfolio and personalized client information.

General retirement planning Retirement income strategy Retirement withdrawal strategies Income planning
user avatar

Laura H

Series 66

Glastonbury, CT

Missionsquare Retirement

Laura Hancock is a Series 66-licensed financial advisor with 20 years of industry experience. She has been with ICMA Retirement Corporation since 2013 and is based in Glastonbury, CT. Missionsquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, with investment advice and model portfolios developed by Morningstar Investment Management.

General retirement planning Retirement income strategy Retirement withdrawal strategies Income planning
user avatar

Reginald J

Series 63, Series 65

Charlotte, NC

Missionsquare Retirement

Reginald Johnson is a financial advisor at MissionSquare Retirement with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including The Vanguard Group, Merrill, and Bank of America. He has also been involved in nonprofit and staffing sectors earlier in his career. MissionSquare Retirement serves state and local government employers, employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and advisory services, with investment advice developed by Morningstar Investment Management and a multi-team advisory structure supporting over 40,000 participants.

General retirement planning Retirement income strategy Retirement withdrawal strategies Income planning
user avatar

Tiffany T

Series 63, Series 66

Cypress, TX

Missionsquare Retirement

Tiffany Taylor is a financial advisor at MissionSquare Retirement with 19 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Empower Financial Services, Trinity Portfolio Advisors, and Massmutual Life Insurance Company. Outside of her advisory role, she is an ambassador for FASTer Way to Fat Loss, a weight loss program. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include discretionary Managed Accounts and nondiscretionary Fund Advice developed by Morningstar Investment Management.

General retirement planning Retirement income strategy Retirement withdrawal strategies Income planning
user avatar

Jacob H

Series 65

Smithville, MO

Missionsquare Retirement

Jacob Hoffman is a Series 65-licensed advisor with Missionsquare Retirement and Missionsquare Investment Services, where he has worked since 2023. He has two years of industry experience, including a prior role at Northwestern Mutual in 2021. Before entering financial services, he worked in education at the University of Missouri and Kearney High School. Missionsquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and Guided Pathways Advisory Services, with investment advice and model portfolios developed by Morningstar Investment Management.

General retirement planning Retirement income strategy Retirement withdrawal strategies Income planning
user avatar

Sharyn H

Series 63, Series 65

Riverview, FL

Missionsquare Retirement

Sharyn Hyla is a financial advisor with MissionSquare Retirement, holding Series 63 and Series 65 credentials and 27 years of industry experience. Her career includes roles at ADP Inc. from 2002 to 2020 and several positions at Voya and related firms before joining MissionSquare in 2022. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and advisory services through its Guided Pathways program, which utilizes model portfolios and personalized advice developed by Morningstar Investment Management.

General retirement planning Retirement income strategy Retirement withdrawal strategies Income planning
user avatar

Jessica S

Series 63, Series 65

Glendale, CA

Missionsquare Retirement

Jessica Sequeira is a financial advisor at MissionSquare Retirement with 25 years of industry experience. She has been with ICMA Retirement Corporation since 2008. She holds Series 63 and Series 65 designations. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include discretionary Managed Accounts and nondiscretionary Fund Advice developed in partnership with Morningstar Investment Management.

General retirement planning Retirement income strategy Retirement withdrawal strategies Income planning
user avatar

Melissa D

Series 65, Series 66

Scottdale, GA

Missionsquare Retirement

Melissa Doughty is a financial advisor with MissionSquare Retirement, holding Series 65 and Series 66 licenses and 20 years of industry experience. She has worked with ICMA Retirement Corporation and Victoria's Secret since 2006. MissionSquare Retirement serves state and local government employers, employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include discretionary Managed Accounts and nondiscretionary Fund Advice developed by Morningstar Investment Management.

General retirement planning Retirement income strategy Retirement withdrawal strategies Income planning
user avatar

John M

Series 63, Series 65

Medford, NJ

Missionsquare Retirement

John Murray is a financial advisor at MissionSquare Retirement with 10 years of industry experience. He holds Series 63 and Series 65 designations. His prior work history includes roles at Voya Financial Advisors, GWN Securities, Persante Healthcare, and Medford Medical Supply. MissionSquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and advisory services through its Guided Pathways program, which incorporates investment advice developed by Morningstar Investment Management.

General retirement planning Retirement income strategy Retirement withdrawal strategies Income planning
user avatar

Victoria H

Series 66

Gainesville, FL

Missionsquare Retirement

Victoria Harrison is a Series 66 licensed financial advisor at MissionSquare Retirement with seven years of industry experience. Her prior roles include positions at Transamerica Investors Securities Corporation and Bank of America. She was also involved with Inspired Cooking LLC, a business she operated from 2013 to 2016. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and advisory services through its Guided Pathways program, which utilizes investment advice developed by Morningstar Investment Management.

General retirement planning Retirement income strategy Retirement withdrawal strategies Income planning
user avatar

Edward S

Series 63, Series 65

Nashville, TN

Missionsquare Retirement

Edward Sizemore III is a financial advisor at MissionSquare Retirement with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with ICMA Retirement Corporation since 2006. Outside of his advisory role, he is involved in a bookkeeping business on a part-time basis. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and advisory services, with investment advice and model portfolios developed by Morningstar Investment Management.

General retirement planning Retirement income strategy Retirement withdrawal strategies Income planning
user avatar

Amaya F

Series 65

Antioch, CA

Missionsquare Retirement

Amaya Fine is a Series 65-licensed financial advisor at MissionSquare Retirement with five years of industry experience. Prior to joining Icma Rc in 2020, she worked at Regas Group Environmental Consultants and The Restoration CleanUp Company. MissionSquare Retirement provides retirement plan administration, recordkeeping, and advisory services primarily to state and local government employers, their employees, and certain nonprofit entities. The firm offers Guided Pathways Advisory Services, which include discretionary Managed Accounts and nondiscretionary Fund Advice developed by Morningstar Investment Management, serving over 40,000 participants through a multi-team advisory structure.

General retirement planning Retirement income strategy Retirement withdrawal strategies Income planning
user avatar

Carter M

Series 63, Series 65

Suffolk, VA

Missionsquare Retirement

Carter Moss is a financial advisor at MissionSquare Retirement with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at ICMA Retirement Corporation since 2014. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofits by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include discretionary Managed Accounts and nondiscretionary Fund Advice with investment strategies developed by Morningstar Investment Management.

General retirement planning Retirement income strategy Retirement withdrawal strategies Income planning
user avatar

Jarrod H

Series 66

Champions Gate, FL

Missionsquare Retirement

Jarrod Harrison is a financial advisor at MissionSquare Retirement with four years of industry experience. He holds the Series 66 designation and has worked previously at firms including Prudential Insurance Company of America, Wells Fargo, and Edward Jones. Outside of advising, Harrison is co-owner of a residential short-term rental property which he manages jointly with his wife. MissionSquare Retirement serves state and local government employers, their employees, and non-profit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and Guided Pathways Advisory Services, utilizing investment advice and model portfolios developed by Morningstar Investment Management.

General retirement planning Retirement income strategy Retirement withdrawal strategies Income planning
Warmer team member

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor
Discover

Compare top advisor firms by metric, firm size, and location.

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")