Large assets under management FSRP advises on over $2.43 billion in assets across corporate retirement plans and wealth management accounts, indicating a substantial client base and potential cross-sell opportunities in advisory, fiduciary support, and wealth management services.

Co-fiduciary 401k model FSRP acts as a co-fiduciary on every 401(k) plan they manage, offering objective guidance and long-term support. This positioning can be leveraged to win RFPs from employers seeking compliant, independent fiduciary oversight and enhanced plan governance.

Independent multi-channel Operating as an independent advisory with securities through Raymond James, and investment advisory through Raymond James entities, FSRP presents a credible hybrid model that can appeal to mid-market employers and high-net-worth individuals seeking integrated retirement and wealth management solutions.

Growth and scale signals With 24 professionals serving clients from a NH base and revenue in the mid seven-figures to low eight-figures range, FSRP may be primed to scale through strategic partnerships, expanded service lines, or referrals from bigger broker-dealers looking to partner with specialized fiduciary firms.

Tech and security posture Current tech stack includes Cloudflare CDN, Datadog, Drupal Multisite, and modern deployment practices. This demonstrates a robust, scalable, and secure digital footprint that can support enhanced client portals, reporting, and onboarding experiences to attract larger plans and improve client retention.