Aria Retirement Solutions:
An Insurance & Annuities Back Office for Financial Advisors

Recently Released!!!
Date Published: January 13, 2022
Summary PowerPoint Deck: 29 Slides
Reference PowerPoint Deck: 59 Slides

Aria Retirement Solutions was founded by David Stone & Scott Strait in 2010 and is based in San Francisco, CA. Aria Retirement Solutions has two offices, 26 employees, 1,000 financial advisor clients, 10,000 accounts, & $1.0 billion assets under administration. Aria Retirement Solutions is led by its CEO David Stone & President Ed Mercier. Aria Retirement Solutions is privately owned. Its web site can be found at

This research addresses the key historical phases of Aria Retirement Solutions, including:
  • Early Phase
  • Middle Phase
  • Recent Phase
Its profile includes the key statistics of the Aria Retirement Solutions, including its number of offices, employees, financial advisor clients, accounts, & assets under administration.

Its profile includes detailed outlines of its core businesses, including:
  • RetireOne
  • --

And its profile concludes with the highlights of its organizational structure & ownership.

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