Insights

Niche Market Focus Advizrs specializes in providing customized retirement plan solutions for small organizations and individual plan participants, indicating opportunities to target similar niche financial advisory services or expand into personalized retirement planning markets.

Expertise & Experience With over 30 years of combined industry experience among its key consultants, Advizrs demonstrates a depth of expertise that can appeal to clients seeking trusted advisors for complex retirement and financial planning needs.

Technology Stack Utilizing tools like WordPress, Google Tag Manager, and MySQL, Advizrs shows a tech-savvy approach to digital engagement, presenting opportunities to partner on digital marketing, client portal development, or data management solutions.

Growing Revenue Range With reported revenues between 1 million and 10 million dollars, the company has room for growth, making it a potential target for investment, partnership, or service-provider relationships to support scaling efforts.

Unique Value Proposition Advizrs emphasizes its independent, unbiased consulting model focused on client needs and regulatory compliance, which can be leveraged in sales pitches to differentiate from larger, less personalized competitors.

Advizrs Tech Stack

Advizrs uses 8 technology products and services including RSS, WordPress, MySQL, and more. Explore Advizrs's tech stack below.

  • RSS
    Content Management System
  • WordPress
    Content Management System
  • MySQL
    Database
  • Twemoji
    Font Scripts
  • Priority Hints
    Performance
  • Flywheel
    Platform As A Service
  • Google Tag Manager
    Tag Management
  • MediaElement.js
    Video Players

Media & News

Advizrs's Email Address Formats

Advizrs uses at least 1 format(s):
Advizrs Email FormatsExamplePercentage
FirstLast@advizrs.comJohnDoe@advizrs.com
33%
FirLast@advizrs.comJohDoe@advizrs.com
17%
FirstLast@advizrs.comJohnDoe@advizrs.com
33%
FirLast@advizrs.comJohDoe@advizrs.com
17%

Frequently Asked Questions

Where is Advizrs's headquarters located?

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Advizrs's main headquarters is located at 300 First Avenue South Fifth Floor St. Petersburg, Florida 33701 United States. The company has employees across 1 continents, including North America.

What is Advizrs's phone number?

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You can contact Advizrs's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Advizrs's official website and social media links?

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Advizrs's official website is advizrs.com and has social profiles on LinkedIn.

What is Advizrs's SIC code NAICS code?

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Advizrs's SIC code is 7389 - Business Services, Not Elsewhere Classified NAICS code is 52 - Finance and Insurance.

How many employees does Advizrs have currently?

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As of February 2026, Advizrs has approximately 2 employees across 1 continents, including North America. Key team members include Principal And Managing Director, Retirement Consultant: K. C.Managing Director: S. K.Director Service Consultant: S. M.. Explore Advizrs's employee directory with LeadIQ.

What industry does Advizrs belong to?

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Advizrs operates in the Financial Services industry.

What technology does Advizrs use?

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Advizrs's tech stack includes RSSWordPressMySQLTwemojiPriority HintsFlywheelGoogle Tag ManagerMediaElement.js.

What is Advizrs's email format?

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Advizrs's email format typically follows the pattern of FirstLast@advizrs.com. Find more Advizrs email formats with LeadIQ.

Advizrs

Financial ServicesFlorida, United States2-10 Employees

At Advizrs, we work directly with plan sponsors and plan participants to create effective retirement plan solutions that meet their unique needs. Our independent and unbiased retirement plan consultants, Kelly Carlson and Shannon McIntosh, offer clients over 30 years of combined industry experience. By keeping our clients at the forefront of our business model, we are able to give them piece of mind in an ever-changing landscape with regards to plan design, regulation, and compliance.

Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Advizrs are not affiliated.

Section iconCompany Overview

Headquarters
300 First Avenue South Fifth Floor St. Petersburg, Florida 33701 United States
Phone number
SIC Code
7389 - Business Services, Not Elsewhere Classified
NAICS Code
52 - Finance and Insurance
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    Advizrs's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Advizrs's revenue is estimated to be in the range of $1M$10M

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