ERISA ADVISERS, INC.

Overview

Erisa Advisers, Inc. is a small, SEC-registered advisory corporation that provides portfolio management for individuals and small businesses and also offers pension consulting services. The firm’s client base spans individual and family investors as well as institutional relationships, and it operates with a fee mix that includes both percentage-of-AUM billing and fixed fees. Erisa Advisers takes a conventional, manager-driven approach: the majority of client assets are held in public mutual funds and managed across discretionary mandates. The firm does not identify as an active ESG investor. Erisa Advisers positions itself as a multi-service advisor for private clients and plan sponsors, favoring outsourced third-party managers where appropriate rather than pursuing extensive in-house alternative strategies. It is organized as a domestic corporation and became SEC registered in 2024.

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