RIA Intel›Advisers›Florida›NESTEGGS RETIREMENT PLAN SERVICES, INC.

NESTEGGS RETIREMENT PLAN SERVICES, INC.

Advisory

N·JACKSONVILLE, FL

Data as of Jul 7, 2026 · Source: SEC Form ADV

Total AUM

$911M

1-Year AUM Growth

+42.5%

3-Year CAGR

+19.1%

Employees

9

Assets Under Management

Total AUM$911M

Discretionary AUM$823M

Non-Discretionary AUM$88M

Discretionary %90.3%

Total Clients510

Team

Total Employees9

Investment Advisers29

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record33

First FilingJan 20, 2005

Latest FilingJul 7, 2026

🔒 Full AUM trend chart and 33 historical filings spanning 21+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on NESTEGGS RETIREMENT PLAN SERVICES, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.