Clients
Voya Retirement Advisors serves 7,672 clients, 7,427 of them corporations and other businesses. The average client has about $4.9 million with the firm.
- Banking or thrift institutions70 clients6%
- State or municipal government entities175 clients19%
- Corporations and other businesses7,427 clients74%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Banking or thrift institutions | 70 | $2,300,486,534 | 6.1% | $32.9M |
| State or municipal government entities | 175 | $7,286,018,935 | 19.4% | $41.6M |
| Corporations and other businesses | 7,427 | $27,886,750,874 | 74.4% | $3.75M |
| Total | 7,672 | $37,473,256,343 | 100% | $4.88M |
- Clients
- 70
- Regulatory AUM
- $2,300,486,534
- Share
- 6.1%
- Avg. per client
- $32.9M
- Clients
- 175
- Regulatory AUM
- $7,286,018,935
- Share
- 19.4%
- Avg. per client
- $41.6M
- Clients
- 7,427
- Regulatory AUM
- $27,886,750,874
- Share
- 74.4%
- Avg. per client
- $3.75M
Total
- Clients
- 7,672
- Regulatory AUM
- $37,473,256,343
- Share
- 100%
- Avg. per client
- $4.88M
What it does
Voya Retirement Advisors provides portfolio management for individuals and small businesses and pension consulting. It is paid through a percentage of assets and fixed fees.
Voya Retirement Advisors provided financial planning to 0 clients last fiscal year and advises no private funds.
100.0% of assets ($37.47B across 7,672 accounts) are managed with discretion. 0% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.
What the accounts hold
- Other100%
- Defined contribution plan assets invested in bank issued commingled trust and institutional fund investments.100%
Custodians
Voya Retirement Advisors’ client accounts are held mainly at Voya, with 43% of managed assets, and Bank of New York Mellon, with 20%. Voya Retirement Advisors has custody of client assets.
- VoyaVoya Instutional Trust Company · Windsor, CT · $16.06B43%
- Northern TrustNorthern Trust · Chicago, IL · $4.38B12%
- State Street BankState Street Bank · Boston, MA · $6.41B17%
- Bank of New York MellonBank of New York Mellon · Everett, MA · $7.55B20%
- All other custodians$3.08B8%
Ownership and leadership
Voya Retirement Insurance and Annuity Company owns 75% or more of Voya Retirement Advisors.
- Owns 75% or more of Voya Retirement Advisors, LLC
Voya Retirement Insurance and Annuity Company
Control person · since December 2019
- Owns 75% or more of Voya Retirement Advisors, LLC
Voya Holdings, Inc.
Control person · since July 2008
- Owns 75% or more of Voya Holdings, Inc.
Voya Financial, Inc.
Control person · since April 2014
Leadership
- Chin KuoChief Financial Officer
- Stephen EastonChief Compliance Officer
- Christopher TrovatoManaging Director
Staff
- 121 employees
- 121 in advisory functions
- 121 state-registered reps
- 121 broker-dealer reps
Fees
Voya Retirement Advisors is paid through a percentage of assets under management and fixed fees (other than subscription fees).
Voya Retirement Advisors’ fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Voya Retirement Advisors has 1 office, with 2 listed addresses across 2 states.
Connecticut · 1 listed address
- One Orange Way, WindsorHQ
Massachusetts · 1 listed address
- 121 Seaport Boulevard, Boston
Registration details
- Legal name
- Voya Retirement Advisors, LLC
- Headquarters
- One Orange Way, Windsor, CT 06095
- Phone
- 860-580-2817
- Website
- Not reported
- SEC file
- 801-57963
- Structure
- New Jersey LLC
- Fiscal year end
- December
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Voya Retirement Advisors have?
Voya Retirement Advisors has 7,672 clients and manages $37.5 billion for them, as of March 2026. They include 7,427 corporations and other businesses, 175 state or municipal government entities and 70 banking or thrift institutions.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 6 March 2026
What services does Voya Retirement Advisors offer?
Voya Retirement Advisors provides portfolio management for individuals and small businesses and pension consulting.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Voya Retirement Advisors use?
Voya Retirement Advisors’ separately managed account assets are held at Voya Instutional Trust Company (Windsor, CT), with $16,056,413,452, Bank of New York Mellon (Everett, MA), with $7,547,744,568, State Street Bank (Boston, MA), with $6,405,242,157 and Northern Trust (Chicago, IL), with $4,384,205,581. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 6 March 2026
How many financial advisors does Voya Retirement Advisors have?
Voya Retirement Advisors has 121 investment adviser representatives registered with state securities authorities, out of 121 employees, and 121 perform investment advisory functions. 121 are registered representatives of a broker-dealer and 0 are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Voya Retirement Advisors invest in?
At the end of its last fiscal year, Voya Retirement Advisors’ separately managed accounts held 100% defined contribution plan assets invested in bank issued commingled trust and institutional fund investments.. It advises no private funds of its own.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Voya Retirement Advisors?
Voya Retirement Advisors is owned through a holding company by Voya Financial, Inc. Its direct owners are Voya Retirement Insurance and Annuity Company (75% or more) and Voya Holdings, Inc. (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 6 March 2026
How does Voya Retirement Advisors get paid?
Voya Retirement Advisors is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file