Missionsquare Retirement

Registered investment advisor · Washington, Washington D.C. · CRD #108783

Assets Under Management

$6.3B

Client Accounts

53,695

Employees

553

CRD Number

108783

Registration

SEC Registered

Source: SEC Form ADV filings. Data as of 2026-07-06.

About Missionsquare Retirement

MissionSquare Retirement is a nonprofit financial services company focused on helping public sector employees achieve retirement security. Founded in 1972 and rebranded in 2021, the organization is headquartered in Washington, DC, and employs around 667 people. MissionSquare manages over $72 billion in assets and serves 1.3 million participant accounts across 9,000 public service employers. The company offers a range of retirement plans, including 457(b) deferred compensation plans, 401(a), 401

Fee Structure

Percentage of assets under management Yes

Fixed fees Not reported

Hourly charges Yes

Performance-based fees Yes

Contacts, 13F holdings & brochure intel for Missionsquare Retirement

Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

Frequently Asked Questions

What is Missionsquare Retirement's AUM?

Missionsquare Retirement reports approximately $6.3B in regulatory assets under management, based on its most recent SEC Form ADV filing.

Where is Missionsquare Retirement headquartered?

Missionsquare Retirement is headquartered in Washington, Washington D.C..

What is Missionsquare Retirement's CRD number?

Missionsquare Retirement's CRD number is 108783. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.