Insights

Acquisition impact Recent acquisition by Edelman Financial Engines indicates a transition phase and potential upsell opportunities around integration of retirement-focused advisory services with a largerScale enterprise platform.

Scale gap Small firm size (2-10 employees) suggests a high likelihood of needing scalable technology, marketing automation, and compliance support to sustain growth post-acquisition.

Tech stack Current technologies (AWS, Route 53, analytics, marketing tools) reveal opportunities to offer modernization, data integration, cybersecurity enhancements, and CRM/operations optimization.

Regulatory framework Securities and advisory services through Cetera indicate ongoing regulatory and broker-dealer requirements; opportunities exist to provide compliance tooling, training, and policy management.

Revenue profile Revenue range of one to ten million signals potential for services targeting profitability optimization, client experience improvements, and scalable advisory platforms to drive marginal gains.

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Erman Retirement Advisory Tech Stack

Erman Retirement Advisory uses 8 technology products and services including Amazon Web Services, Amazon Route 53, Microsoft 365, and more. Explore Erman Retirement Advisory's tech stack below.

Amazon Web Services
Cloud Hosting
Amazon Route 53
Domain Name Services
Microsoft 365
Email
Font Awesome
Font Scripts
Modernizr
Javascript Libraries
HSTS
Security
Google Analytics
Web Analytics
AddThis
Widgets

Media & News

Edelman Financial Engines, LLC acquired Ermanretirementadvisory on Dec 14th '22.
Edelman Financial Engines, America’s top independent wealth planning and investment advisory firm, 1 today announced the acquisition of Erman Retirement Advisory (ERA), a registered investment advisor that provides a comprehensive suite of financial planning and wealth management services.
Dec 14, 2022 | finance.yahoo.com

Erman Retirement Advisory's Email Address Formats

Erman Retirement Advisory uses at least 2 email formats:

Erman Retirement Advisory Email Formats	Example	Percentage
FirstL@ermanretirementadvisory.com	JohnD@ermanretirementadvisory.com	67%
Last@ermanretirementadvisory.com	Doe@ermanretirementadvisory.com	33%

Frequently Asked Questions

What is Erman Retirement Advisory's phone number?

You can contact Erman Retirement Advisory's main corporate office by phone at

+1-562-546-****

. 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 Erman Retirement Advisory's official website and social media links?

Erman Retirement Advisory's official website is ermanretirementadvisory.com and has social profiles on LinkedIn.

How much revenue does Erman Retirement Advisory generate?

As of August 2026, Erman Retirement Advisory's annual revenue is estimated to be $1M - $10M.

What is Erman Retirement Advisory's NAICS code?

Erman Retirement Advisory's NAICS code is 52 - Finance and Insurance.

How many employees does Erman Retirement Advisory have currently?

As of August 2026, Erman Retirement Advisory has approximately 3 employees across 1 continents, including North America. Key team members include President: H. E. Explore Erman Retirement Advisory's employee directory with LeadIQ.

What industry does Erman Retirement Advisory belong to?

Erman Retirement Advisory operates in the Financial Services industry.

What technology does Erman Retirement Advisory use?

Erman Retirement Advisory's tech stack includes Amazon Web Services, Amazon Route 53, Microsoft 365, Font Awesome, Modernizr, HSTS, Google Analytics and AddThis.

What is Erman Retirement Advisory's email format?

Erman Retirement Advisory's email format typically follows the pattern of FirstL@ermanretirementadvisory.com. Find more Erman Retirement Advisory email formats with LeadIQ.

When was Erman Retirement Advisory founded?

Erman Retirement Advisory was founded in 2000.

Erman Retirement Advisory

Q: How many employees does Erman Retirement Advisory have currently?

Erman Retirement Advisory has approximately 3 employees.

Q: What technology does Erman Retirement Advisory use?

Erman Retirement Advisory's tech stack includes jQuery, Microsoft 365, Modernizr, AddThis, Google Analytics.

Q: What is Erman Retirement Advisory's NAICS code?

Erman Retirement Advisory's NAICS code is 52 (Finance and Insurance).

Financial ServicesCalifornia, United States2-10 Employees

Erman Retirement Advisory is a small financial services firm based in Seal Beach, California, focused on retirement planning and related life guidance. It pursues a partnership-based approach with clients and offers customized financial planning to support personal, financial, and retirement goals. The firm provides securities and advisory services through Cetera Advisor Networks LLC, with some advisory offerings also conducted directly by Erman Retirement Advisory.

In December 2022, the firm was acquired by Edelman Financial Engines, a move that places ERA within a larger independent wealth management organization. The company remains positioned in the financial services sector, serving individuals seeking retirement-focused planning.