Insights

Niche Industry Focus Advizrs specializes in retirement plan solutions for both plan sponsors and participants, positioning it as a valuable partner for financial institutions and organizations seeking expert consultancy in retirement plan design, compliance, and regulation management.

Limited but Specialized Team With a small team of 2-10 employees led by experienced industry professionals, Advizrs offers personalized, boutique consulting services, which can appeal to clients valuing dedicated expertise and tailored solutions.

Strong Industry Expertise Founded on over 30 years of combined experience from its key consultants Kelly Carlson and Shannon McIntosh, Advizrs can leverage this authority to attract clients seeking trustworthy and seasoned retirement planning advice.

Technology Utilization By deploying a modern tech stack including WordPress, Google Tag Manager, and media engagement tools, Advizrs can enhance its online presence and digital marketing efforts to reach a wider network of potential clients.

Revenue Potential Operating within a revenue range of 1 to 10 million dollars, Advizrs is positioned for growth and could benefit from strategies aimed at expanding its client base, especially in the competitive retirement consulting market.

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, US. 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 October 2025, 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 ServicesUnited 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, US
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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