Comperio Retirement Consulting Employee Directory

Financial ServicesNorth Carolina, United States2-10 Employees

Comperio Retirement Consulting is an independent financial services firm based in Cary, North Carolina, focusing on retirement plan and investment consulting. For more than two decades, the firm has helped plan sponsors navigate fiduciary responsibilities, manage risk, and make informed decisions aimed at benefiting plan participants, leveraging a fiduciary framework to promote transparency and alignment with clients’ best interests. The company positions itself as client-focused and conflict-free, offering independent guidance without financial ties to products or vendors and without commissions or soft dollars, with a specialty in fee analysis, investment oversight, plan design, and financial wellness initiatives. Serving plan sponsors across the United States, Comperio emphasizes a sole concentration on retirement plans, aiming to provide clarity in a complex fiduciary environment through experienced guidance and ongoing support. In recent developments, the firm has been recognized by industry publications as one of the largest investment consultants and as a Top DC Advisor Teams list member for 2026, reflecting its standing within the retirement plan consulting field.

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