Start Free Trial
Pricing
Log In
Log In
Upgrade browser for full Crunchbase experience. You're accessing Crunchbase in a browser that is no longer supported.
Learn More
Erman Retirement Advisory Logo
Erman Retirement Advisory CB Rank
1781715
Heat Score
37
Erman Retirement Advisory is dedicated to providing financial and life guidance to clients whose primary objective is retirement.
Acquired by
Edelman Financial Engines Logo
Edelman Financial Engines
Founded
obfuscation
Private Seal Beach, California, United States11-50 www.ermanretirementadvisory.com/
Financial Services
Professional Services
Retirement
Overview

Erman Retirement Advisory
Heat Score
37

Growth Score
pts
in past quarter
Heat Score 37
-3 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
See more interactive data and historical milestones on desktop for the best experience

About Erman Retirement Advisory

CB Rank
1781715
Erman Retirement Advisory is dedicated to providing financial and life guidance to clients whose primary objective is retirement.
Acquired by
Edelman Financial Engines Logo
Edelman Financial Engines
Founded
obfuscation
Private Seal Beach, California, United States11-50 www.ermanretirementadvisory.com/
Financial Services
Professional Services
Retirement

Key People

Details

Legal Name Erman Retirement Advisory
Operating Status Closed
Company Type For Profit
Founders  Howard Erman
Phone Number 1 562-546-6021
Contact Email askhow@ermanretirementadvisory.com
Predictions & Insights

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
  • Export up to 2k results/month for analysis
  • Track market signals on competitors, products, and R&D
  • Preview private company insights and predictions
Financials

M&A Details

Erman Retirement Advisory was acquired by Edelman Financial Engines on
obfuscation
.
Transaction Name 
Erman Retirement Advisory acquired by Edelman Financial Engines Logo
Erman Retirement Advisory acquired by Edelman Financial Engines
Acquired by 
Edelman Financial Engines Logo
Edelman Financial Engines
Announced Date 
obfuscation
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Employee Profiles 2 Contacts 2

Employee Profiles

News
Technology
View Tech Report

IT Spend

$82.5KThis year, Erman Retirement Advisory is projected to spend $82.5K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
iPhone Logo
iPhone
68
VivaTech Logo
VivaTech
66

Active Website Tech Count

6Erman Retirement Advisory is actively using 6 technologies for its website, according to BuiltWith. These include SSL by Default, HSTS, and  Google Maps.
Sub-Organizations
Frequently Asked Questions

Where is Erman Retirement Advisory's headquarters? Erman Retirement Advisory is located in Seal Beach, California, United States.Who are Erman Retirement Advisory's competitors? Alternatives and possible competitors to Erman Retirement Advisory may include Fidelity, Charles Schwab, and  Mariner Wealth Advisors.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
Terms of Service | Privacy Policy | Sitemap | © 2026 Crunchbase Inc. All Rights Reserved.
(12afe76 1)
|