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Top DC Advisor Teams (2019)
NAPA Top DC Advisor Teams
The NAPA Top DC Advisor Team list highlights the nation’s leading retirement plan advisor firms. Sure, we know it’s not just about the numbers – but the reality is that NAPA members are having a huge impact every single day, not just on the quality of retirement plan advice, but also in building a more financially secure retirement for millions of Americans. Unlike other lists, this focuses on teams, broadly defined as being in a single physical location, and having at least $100 million in DC assets under advisement. It is based on self-reported assets under advisement as of December 31, 2019, unless otherwise noted. We appreciate the commitment and hard work of the teams acknowledged – and are proud to have the opportunity to share it here.
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| Team | City | State | Year Est. |
# of Advisors | Total Asset Value (as of 12/31/19) | Total # of Plans (as of 12/31/19) | Total Participants (as of 12/31/19) |
|---|---|---|---|---|---|---|---|
| NFP - Aliso Viejo | Aliso Viejo | CA | 2000 | 48 | $78,887,000,000 |
1,357
|
760,723
|
| CAPTRUST Raleigh | Raleigh | NC | 1997 | 17 | $73,365,795,066 |
525
|
4,250,000
|
| GCIAS - Global Corporate & Institutional Advisory Services | Atlanta | GA | 1996 | 90 | $66,911,200,396 |
54
|
1,280,275
|
| CAPTRUST Richmond | Richmond | VA | 2005 | 3 | $51,776,505,992 |
170
|
550,000
|
| CAPTRUST Charlotte | Charlotte | NC | 2003 | 5 | $44,663,531,737 |
175
|
92,070
|
| CBIZ Retirement Plan Services | Cleveland | OH | 1998 | 68 | $40,129,360,566 |
1,406
|
604,289
|
| Multnomah Group | Portland | OR | 2003 | 9 | $26,467,728,389 |
194
|
N/A
|
| CAPTRUST Minneapolis | Minneapolis | MN | 1995 | 4 | $22,291,372,963 |
91
|
225,000
|
| Innovest Portfolio Solutions | Denver | CO | 1996 | 16 | $21,674,629,856 |
143
|
259,042
|
| CAPTRUST Allentown | Allentown | PA | 2000 | 3 | $21,486,673,524 |
150
|
300,000
|
| SageView Irvine | Irvine | CA | 1989 | 6 | $20,200,000,000 |
243
|
250,000
|
| Advanced Capital Group | Minneapolis | MN | 2002 | 8 | $18,600,000,000 |
107
|
185,000
|
| CAPTRUST Doylestown | Doylestown | PC | 2006 | 5 | $17,234,186,527 |
111
|
216,769
|
| Lockton Dunning Retirement Services | Dallas | TX | 2004 | 4 | $17,151,902,354 |
283
|
308,000
|
| CAPTRUST Portland | Portland | ME | 2006 | 1 | $15,845,661,244 |
59
|
117,198
|
| Sheridan Road Financial, a division of HUB International | Northbrook | IL | 2005 | 7 | $13,873,422,352 |
282
|
N/A
|
| Newport Capital Group | Red Bank | NJ | 2004 | 10 | $13,246,135,540 |
107
|
140,000
|
| BFSG | Irvine | CA | 1991 | 6 | $13,046,960,987 |
83
|
200,000
|
| SageView Boston | Boston | MA | 2005 | 8 | $12,800,000,000 |
98
|
113,000
|
| NFP Mid-Atlantic | Bethesda | MD | 2001 | 23 | $12,703,160,816 |
572
|
N/A
|
| Institutional Investment Consulting | Bloomfield | MI | 2003 | 3 | $11,843,000,000 |
28
|
1,500,000
|
| SageView Advisory South | Knoxville | TN | 2003 | 6 | $11,525,000,000 |
90
|
136,000
|
| Retirement Benefits Group | San Diego | CA | 2009 | 45 | $11,500,000,000 |
695
|
12,000
|
| CAPTRUST Atlanta (Alpharetta) | Alpharetta | GA | 2005 | 3 | $11,007,081,163 |
39
|
53,850
|
| The Detterick Group - Graystone Consulting | New York | NY | 2000 | 13 | $10,619,188,627 |
20
|
150,000
|
| CAPTRUST Lake Mary | Lake Mary | FL | 2010 | 1 | $10,450,000,000 |
36
|
116,000
|
| CAPTRUST Dallas | Dallas | TX | 2010 | 2 | $10,165,000,000 |
46
|
77,260
|
| Gallagher Houston | Houston | TX | 2002 | 9 | $9,000,000,000 |
285
|
200,000
|
| Strategic Retirement Group – a OneDigital Company | White Plains | NY | 2006 | 3 | $9,000,000,000 |
69
|
130,000
|
| Stifel/PearlStreet Investment Management | Grand Rapids | MI | 1992 | 5 | $8,400,000,000 |
43
|
111,354
|
| LeafHouse Financial | Austin | TX | 2009 | 7 | $8,374,619,384 |
1,505
|
N/A
|
| CAPTRUST Akron | Akron | OH | 2001 | 4 | $8,084,661,266 |
127
|
128,000
|
| Graystone Consulting – Los Angeles | West Lake Village | CA | 4 | $7,055,532,784 |
56
|
100,000
|
|
| Investment Research & Advisory Group | Atlanta | GA | 1992 | 5 | $7,450,000,000 |
106
|
124,501
|
| Westminster Consulting | Rochester | NY | 2003 | 6 | $7,025,000,000 |
75
|
62,500
|
| Plante Moran Financial Advisors Institutional Investment Consulting | Southfield | MI | 1998 | 16 | $6,983,830,057 |
226
|
115,000
|
| SageView Orinda | Orinda | CA | 2014 | 1 | $6,843,209,374 |
51
|
44,387
|
| SageView Chicago | Chicago | IL | 6 | $6,700,000,000 |
97
|
91,000
|
|
| CAPTRUST Tampa | Tampa | FL | 1998 | 11 | $6,485,000,000 |
92
|
52,500
|
| SageView Maryland | Fulton | MD | 2007 | 3 | $6,379,332,806 |
61
|
87,536
|
| CAPTRUST Atlanta (Buckhead) | Atlanta | GA | 2005 | 2 | $6,172,107,431 |
41
|
91,000
|
| CAPTRUST Los Angeles | Los Angeles | CA | 2009 | 3 | $6,076,679,968 |
60
|
197,800
|
| Strategic Benefit Services | Rensselaer | NY | 5 | $5,428,775,229 |
178
|
114,038
|
|
| The Parks Group at Graystone Consulting | Milwaukee | WI | 1981 | 10 | $5,410,977,926 |
41
|
78,000
|
| CAPTRUST Des Moines | Des Moines | IA | 1998 | 5 | $5,392,840,871 |
95
|
66,000
|
| Glading Group at Graystone Consulting | Florham Park | NJ | 2002 | 3 | $5,200,000,000 |
12
|
36,500
|
| Graystone Boston North Shore | Middleton | MA | 1998 | 4 | $5,100,000,000 |
53
|
70,000
|
| Cafaro Greenleaf | Red Bank | NJ | 1981 | 5 | $5,070,000,000 |
212
|
71,150
|
| The Mott Group @ Graystone Consulting | Houston | TX | 2013 | 2 | $4,800,000,000 |
52
|
50,000
|
| SageView Austin | Austin | TX | 2011 | 1 | $4,500,000,000 |
61
|
60,000
|
| CAPTRUST Birmingham | Birmingham | AL | 2008 | 2 | $4,200,000,000 |
38
|
70,000
|
| Bukaty Companies Financial Services | Leawood | KS | 2001 | 10 | $4,100,000,000 |
390
|
101,000
|
| Fiduciary Plan Advisors | Owings Mills | MD | 2014 | 10 | $4,100,000,000 |
135
|
220,000
|
| INTRUST Retirement | Wichita | KS | 1996 | 11 | $4,005,000,000 |
225
|
47,000
|
| Enterprise Retirement Solutions | Houston | TX | 1996 | 8 | $4,000,000,000 |
202
|
57,000
|
| Moneta Group | Clayton | MO | 1869 | 7 | $4,000,000,000 |
293
|
20,000
|
| NFP - Orlando | Maitland | FL | 4 | $4,000,000,000 |
75
|
20,000
|
|
| CAPTRUST Clarkston | Clarkston | MI | 1988 | 3 | $3,971,334,942 |
295
|
29,000
|
| Gallagher Retirement Boston | Boston | MA | 2001 | 6 | $3,900,000,000 |
145
|
57,800
|
| ProCourse Fiduciary Advisors, LLC | Carmel | IN | 2012 | 6 | $3,900,000,000 |
113
|
63,000
|
| The Robertson Group at Graystone Consulting | Columbus | OH | 1994 | 5 | $3,900,000,000 |
88
|
54,500
|
| HB Retirement | Pittsburgh | PA | 2005 | 9 | $3,800,000,000 |
283
|
65,000
|
| Pension Consultants, Inc. | Springfield | MO | 1994 | 7 | $3,751,788,520 |
67
|
75,581
|
| CAPTRUST Boston | Boston | MA | 2012 | 1 | $3,700,000,000 |
42
|
40,000
|
| Sequoia Consulting Group | San Mateo | CA | 2008 | 4 | $3,630,000,000 |
345
|
96,000
|
| 401k Advisors Intermountain | Sandy | UT | 1992 | 5 | $3,540,000,000 |
156
|
42,000
|
| Soltis Investment Advisors | St. George | UT | 1992 | 14 | $3,509,000,000 |
103
|
89,000
|
| Sequoia Benefits (A Pensionmark Firm) | San Carlos | CA | 2018 | 1 | $3,507,083,109 |
391
|
73,997
|
| Pensionmark Santa Barbara Corporate | Santa Barbara | CA | 1990 | 2 | $3,027,011,598 |
176
|
30,000
|
| Plan Resource Group at RBC | Pasadena | CA | 2015 | 3 | $3,007,309,288 |
49
|
41,487
|
| SageView Richmond | Richmond | VA | 2009 | 3 | $2,900,000,000 |
51
|
29,940
|
| Bridgehaven Fiduciary Partners | Warren | NJ | 2009 | 5 | $2,800,000,000 |
73
|
55,000
|
| Handler Investment Consulting Group of Raymond James | Beverly Hills | CA | 2014 | 6 | $2,750,000,000 |
56
|
40,000
|
| NFP - Madison | Madison | WI | 1997 | 6 | $2,750,000,000 |
130
|
50,000
|
| The Wilshinsky Group at Morgan Stanley | New York | NY | 1972 | 4 | $2,725,000,000 |
47
|
36,000
|
| Plan Sponsor Consultants | Alpharetta | GA | 2008 | 6 | $2,700,000,000 |
194
|
72,000
|
| Alford-Jungers Financial | San Diego | CA | 2004 | 3 | $2,682,748,406 |
114
|
41,486
|
| Cornerstone Advisors Asset Management, LLC | Bethlehem | PA | 11 | $2,678,655,258 |
108
|
34,500
|
|
| Oswald Financial, Inc. | Cleveland | OH | 1999 | 6 | $2,600,000,000 |
302
|
48,000
|
| GRP Financial California, LLC | San Juan Capistrano | CA | 2014 | 3 | $2,595,000,000 |
82
|
45,000
|
| Baystate Fiduciary Advisors, Inc | Boston | MA | 2002 | 3 | $2,575,066,753 |
60
|
14,290
|
| Spectrum Investment Advisors | Mequon | WI | 1995 | 20 | $2,563,928,808 |
146
|
37,257
|
| CAPTRUST Harrisonburg | Harrisonburg | VA | 1994 | 2 | $2,500,000,000 |
40
|
20,067
|
| Mayflower Advisors, LLC | Boston | MA | 2002 | 7 | $2,500,000,000 |
175
|
25,000
|
| SS/RBA, a Hub International Company | Pearl River | NY | 2008 | 3 | $2,500,000,000 |
60
|
50,000
|
| StoneStreet Equity, LLC. | White Plains | NY | 2008 | 4 | $2,500,000,000 |
35
|
12,000
|
| Tower Circle Partners of Janney Montgomery Scottt | Franklin | TN | 2007 | 3 | $2,448,622,962 |
21
|
62,000
|
| Strategic Retirement Partners - Great Lakes Indy & Columbus | Indianapolis | IN | 1993 | 2 | $2,438,973,405 |
53
|
65,000
|
| NWK Group | San Francisco | CA | 2002 | 3 | $2,400,000,000 |
55
|
17,600
|
| LAMCO Advisory Services | Lake Mary | FL | 1974 | 7 | $2,386,013,943 |
60
|
65,694
|
| The Sprenkle Wealth Management Group | Cincinnati | OH | 1993 | 5 | $2,365,192,666 |
74
|
40,134
|
| The Kelliher Corbett Group at Morgan Stanley | Norwell | MA | 1993 | 6 | $2,321,821,659 |
77
|
20,500
|
| Robinson Private Client Group of Oppenheimer & Co. Inc. | Winston-Salem | NC | 2009 | 2 | $2,316,430,718 |
36
|
36,190
|
| Graystone Consulting | Cincinnati | Cincinnati | OH | 1990 | 4 | $2,300,000,000 |
75
|
20,000
|
| Procyon Partners | Shelton | CT | 2017 | 10 | $2,300,000,000 |
51
|
20,000
|
| Shepherd Financial | Carmel | IN | 2015 | 4 | $2,300,000,000 |
214
|
37,000
|
| Pacific Portfolio | Seattle | WA | 1992 | 4 | $2,292,517,821 |
48
|
38,067
|
| Montgomery Retirement Plan Advisors | Tampa | FL | 2004 | 3 | $2,216,000,000 |
122
|
40,500
|
| The J & R Group, Merrill Lynch | Chicago | IL | 1994 | 6 | $2,200,000,000 |
250+
|
15,000
|
| Pensionmark New York City Metro | New York | NY | 2016 | 1 | $2,150,714,019 |
76
|
35,000
|
| Clearview Advisory - Member Firm of GRP Advisor Alliance | Atlanta | GA | 2001 | 6 | $2,100,000,000 |
90
|
65,000
|
| DH Consulting of Raymond James | Beverly Hills | CA | 2014 | 6 | $2,100,000,000 |
54
|
28,000
|
| Peak Financial Group, a division of HUB International | Houston | TX | 2002 | 4 | $2,090,200,000 |
110
|
30,000
|
| Burnahm Gibson Wealth Advisors, Inc. | Irvine | CA | 2016 | 14 | $2,085,799,247 |
89
|
26,857
|
| Wintrust Retirement Benefits Advisors | Chicago | IL | 2013 | 3 | $2,035,000,000 |
162
|
56,000
|
| Strategic Retirement Partners - Northeast | Providence | RI | 1996 | 1 | $2,027,294,664 |
29
|
23,710
|
| Associated Financial Group | Minnetonka | MN | 2015 | 10 | $1,913,116,310 |
237
|
60,000
|
| AFS 401k Retirement Services | Bethesda | MD | 2006 | 4 | $1,875,200,000 |
82
|
19,900
|
| CAPTRUST Santa Barbara | Santa Barbara | CA | 1988 | 5 | $1,854,958,351 |
55
|
22,605
|
| Graystone Consulting - Pittsburgh/Cleveland | Cleveland | OH | 2012 | 5 | $1,800,000,000 |
72
|
35,000
|
| Washington Financial Group | McLean | VA | 1983 | 5 | $1,800,000,000 |
198
|
24,250
|
| Graystone Consulting- The Atlantic Group at Morgan Stanley | Boca Raton | FL | 2002 | 9 | $1,517,708,411 |
52
|
30,181
|
| Plexus Financial Services, LLC | Deer Park | IL | 1990 | 4 | $1,500,000,000 |
100
|
27,000
|
| Strategic Retirement Partners - Midwest | Des Moines | IA | 1992 | 1 | $1,494,036,863 |
101
|
30,000
|
| Chepenik Financial - A OneDIgital Company | Orlando | FL | 1990 | 5 | $1,485,000,000 |
126
|
132,000
|
| Graystone Consutling - Portland | Portland | OR | 2004 | 1 | $1,423,000,000 |
40
|
17,100
|
| Comperio Retirement Consulting | Cary | NC | 2006 | 3 | $1,400,000,000 |
30
|
15,173
|
| Teros Advisors | Lafayette | CA | 2007 | 6 | $1,400,000,000 |
226
|
27,000
|
| Pensionmark Los Angeles | Los Angeles | CA | 2016 | 2 | $1,359,485,994 |
70
|
12,000
|
| RMB Capital | Chicago | IL | 2005 | 3 | $1,358,510,876 |
49
|
8,516
|
| Renaissance Benefit Advisors Group, LLC | New York | NY | 2008 | 2 | $1,350,000,000 |
30
|
7,500
|
| Paris International | Great Neck | NY | 1970 | 5 | $1,300,000,000 |
200
|
100,000
|
| MRA Associates | Phoenix | AZ | 1991 | 28 | $1,237,326,226 |
59
|
26,649
|
| The Mahoney Group of Raymond James | West Nyack | NY | 1994 | 5 | $1,235,000,000 |
48
|
22,500
|
| Graystone Consulting - Charleston, WV | Charleston | WV | 2006 | 6 | $1,200,000,000 |
47
|
22,000
|
| A.P. lubrano & Company, Inc. | Paoli | PA | 1989 | 10 | $1,180,590,162 |
33
|
62,000
|
| Three Bell Capital | Los Altos | CA | 2011 | 6 | $1,175,000,000 |
177
|
15,000
|
| HORAN | Cincinnati | OH | 1948 | 15 | $1,173,640,809 |
76
|
17,025
|
| OneGroup Retirement Advisors | Syracuse | NY | 2015 | 4 | $1,153,877,160 |
143
|
14,720
|
| Assurance Financial Services | Schaumburg | IL | 2006 | 4 | $1,140,000,000 |
128
|
18,500
|
| CAPTRUST New York (Downtown) | New York | NY | 2012 | 1 | $1,129,183,419 |
32
|
30,000
|
| Lakeside Wealth Management | Chesterton | IN | 2002 | 17 | $1,105,675,962 |
176
|
24,196
|
| The Ratay Group at Morgan Stanley | Lisle | IL | 2005 | 2 | $1,100,000,000 |
45
|
5,700
|
| Pensionmark Lancaster | Lancaster | PA | 2011 | 1 | $1,098,899,870 |
21
|
20,000
|
| Finspire | Schaumburg | IL | 2018 | 5 | $1,097,317,226 |
49
|
27,013
|
| Pensionmark San Francisco | Novato | CA | 2012 | 1 | $1,093,900,056 |
76
|
27,500
|
| CAPTRUST Houston | Houston | TX | 2009 | 1 | $1,040,000,000 |
20
|
12,000
|
| Strategic Retirement Partners - Great Lakes | Chicago | IL | 2004 | 4 | $1,039,303,240 |
119
|
24,156
|
| CAPTRUST Austin | Austin | TX | 2010 | 2 | $1,029,961,046 |
28
|
25,000
|
| Lawley Retirement Advisors, LLC | Buffalo | NY | 2011 | 3 | $1,018,577,977 |
127
|
23,000
|
| Aldrich Wealth | Lake Oswego | OR | 1998 | 5 | $1,015,721,437 |
74
|
10,959
|
| HUB International Mid-Atlantic/The Insurance Exchange | Rockville | MD | 2000 | 4 | $1,000,000,000 |
110
|
12,000
|
| Valley Forge Investment Consultants, Inc. | Berwyn | PA | 1991 | 8 | $995,340,000 |
135
|
18,740
|
| Retirement Resources | Peabody | MA | 1995 | 2 | $993,621,848 |
34
|
24,000
|
| APB (A Pensionmark Firm) | Sewickle | PA | 2014 | 3 | $985,445,505 |
48
|
25,270
|
| Fisher Investments 401(k) Solutions | Camas | WA | 2014 | 44 | $983,000,000 |
423
|
20,500
|
| Atlanta Retirement Partners | Atlanta | GA | 1998 | 4 | $957,358,782 |
114
|
20,800
|
| Infinitas Coordinated Wealth Counsel | Overland Park | KS | 1990 | 20 | $951,302,065 |
142
|
13,766
|
| 401k Plan Professionals | Edina | MN | 2007 | 3 | $ 940,000,000 |
93
|
8,200
|
| The Gehler Luedke Group | Madison | WI | 2005 | 2 | $934,639,618 |
10
|
6,500
|
| TriBridge Partners Corporate Investment & Retierment Division | Baltimore | MD | 2013 | 4 | $931,783,000 |
92
|
6,324
|
| Pensionmark Nashville | Nashville | TN | 2016 | 1 | $927,024,453 |
12
|
20,150
|
| Retirement & Benefit Partners | Barrington | RI | 2017 | 4 | $920,589,456 |
56
|
13,876
|
| Hickok & Boardman Retirement Solutions (a Pensionmark Firm) | Burlington | VT | 2018 | 2 | $915,243,074 |
78
|
9,150
|
| FRS Advisors | Wayne | PA | 2002 | 7 | $914,927,921 |
160
|
26,935
|
| JSL Retirement Services Group | Birmingham | AL | 2007 | 2 | $877,000,000 |
103
|
17,000
|
| PPS Retirement Advisors | Williamsville | NY | 2017 | 3 | $866,000,000 |
121
|
8,900
|
| Strategic Retirement Partners – Bay Area | San Francisco | CA | 2003 | 3 | $858,952,685 |
76
|
20,000
|
| SageView Pasadena | Pasadena | CA | 2014 | 2 | $812,000,000 |
25
|
8,000
|
| RCM&D Retirement Services | Towson | MD | 2013 | 2 | $780,000,000 |
48
|
8,500
|
| Silicon Valley Retirement Services | San Jose | CA | 2010 | 2 | $755,000,000 |
53
|
14,500
|
| CFS Investment Advisory Services, LLC | Totowa | NJ | 1993 | 2 | $750,000,000 |
125
|
6,000
|
| The Lehigh Valley Group at Morgan Stanley | Allentown | PA | 1999 | 3 | $742,000,000 |
77
|
6,000
|
| RSG Advisory | Portsmouth | NH | 2005 | 1 | $739,839,113 |
152
|
9,751
|
| The Abeyta Bueche & Sanders Group at Morgan Stanley | San Antonio | TX | 2005 | 4 | $725,000,000 |
40
|
13,500
|
| SageView Hawaii | Honolulu | HI | 2015 | 2 | $716,000,000 |
35
|
4,952
|
| Rouleau Bevans Corleto Investment Consulting Group of Wells Fargo Advisors | Eugene | OR | 1999 | 8 | $707,862,000 |
114
|
13,500
|
| Ellison Kibler & Associates | Columbia | SC | 1983 | 6 | $702,883,963 |
72
|
10,987
|
| Quintes | Salinas | CA | 1986 | 3 | $700,000,000 |
210
|
17,000
|
| SageView Dallas | Southlake | TX | 2018 | 1 | $700,000,000 |
5
|
13,000
|
| ISC Advisors, Inc. | Dallas | TX | 1997 | 6 | $692,800,000 |
113
|
13,000
|
| Strategic Retirement Partners - Upstate New York | Buffalo | NY | 1990 | 2 | $686,021,825 |
40
|
9,871
|
| SageView Denver | Louisville | CO | 2015 | 2 | $683,873,824 |
23
|
14,628
|
| Raffa Retirement Services | Rockville | MD | 1999 | 6 | $674,234,104 |
164
|
14,617
|
| Flynn Benefits Group | Troy | MI | 2005 | 3 | $670,000,000 |
29
|
5,100
|
| The Bonheur Scott Traino Group | Middleton | MA | 2001 | 3 | $670,000,000 |
95
|
10,000
|
| LHD Retirement | Indianapolis | IN | 2004 | 3 | $653,385,764 |
90
|
12,000
|
| M3 Financial | Madison | WI | 2010 | 3 | $652,000,000 |
85
|
14,388
|
| CSI Advisory Services | Indianapolis | IN | 1971 | 3 | $617,778,511 |
212
|
13,200
|
| WDPensionmark | Seguin | TX | 2012 | 4 | $606,327,607 |
157
|
21,137
|
| The Clift Group at RBC | Dallas | TX | 1985 | 3 | $605,000,000 |
19
|
29,000
|
| Saad Vannatta & Associates | Charleston | SC | 8 | $604,000,000 |
63
|
7,360
|
|
| Retirement Plan Consulting Group | Hauppauge | NY | 2016 | 3 | $601,040,357 |
108
|
7,100
|
| CCR Wealth Management, LLC | Westborough | MA | 1998 | 3 | $587,512,200 |
298
|
8,617
|
| Kidder Advisers, Inc. | Clive | IA | 1996 | 7 | $561,000,000 |
149
|
8,250
|
| Assured Partners Denver (A Pensionmark Firm) | Denver | CO | 2014 | 2 | $542,009,679 |
62
|
11,290
|
| JKJ Retirement Services | Newtown | PA | 1934 | 1 | $535,000,000 |
60
|
6,200
|
| Trutina Financial | Bellevue | WA | 2005 | 6 | $528,635,000 |
126
|
10,000
|
| Abbey Street | Eden Prairie | MN | 2018 | 1 | $525,000,000 |
50
|
10,000
|
| Pensionmark Aliso Viejo | Niguel | CA | 2017 | 2 | $516,609,506 |
56
|
3,000
|
| The Schwamb / O'Day Group | Garden City | NY | 2009 | 4 | $515,105,600 |
172
|
35,000
|
| Stark Miller Financial Benefits Group | Lafayette | CA | 1967 | 3 | $507,805,308 |
93
|
17,372
|
| Capital Benefits, LLC | Fairfield | NJ | 2006 | 6 | $500,000,000 |
76
|
3,500
|
| RTD Financial | Philadelphia | PA | 1983 | 22 | $500,000,000 |
70
|
5,294
|
| The J.K. Meek Group at Graystone Consulting | Baltimore | MD | 1990 | 6 | $477,684,304 |
17
|
8,428
|
| CSG Capital Partners of Janney Montgomery Scott | Washington | DC | 1998 | 5 | $475,000,000 |
51
|
14,500
|
| The EWS Group at Morgan Stanley | Rochester | NY | 2014 | 3 | $475,000,000 |
41
|
6,600
|
| The Bearing Group at Morgan Stanley | Chicago | IL | 1992 | 4 | $465,000,000 |
35
|
5,077
|
| Pensionmark Indiana (Fort Wayne) | Fort Wayne | IN | 2011 | 1 | $452,776,064 |
52
|
5,750
|
| Graystone Consulting - The Brice Group | Birmingham | MI | 1967 | 4 | $450,000,000 |
26
|
7,400
|
| PWMG 401(k) Advisors | Worcester | MA | 2010 | 4 | $450,000,000 |
469
|
6,000
|
| Financial Decisions Inc. | Stockton | CA | 1997 | 4 | $442,927,211 |
225
|
8,041
|
| Excelsior Wealth Management at Morgan Stanley | New York | NY | 1997 | 3 | $442,100,060 |
26
|
4,430
|
| Achieve Retirement | Denver | CO | 2005 | 2 | $440,000,000 |
170
|
14,000
|
| Twelve Points Retirement Advisors | Concord | MA | 2014 | 5 | $438,374,221 |
75
|
7,482
|
| The HF Retirement Group of Wells Fargo Advisors | Los Angeles | CA | 2006 | 2 | $435,000,000 |
70
|
10,000
|
| Buckman & Corning Financial Strategies Group | Scottsdale | AZ | 2007 | 3 | $427,000,000 |
87
|
25,596
|
| Retirement Fiduciary Group, LLC. | Andover | MA | 2019 | 4 | $426,526,402 |
54
|
17,341
|
| Latus Group, Ltd. | Las Vegas | NV | 2009 | 3 | $426,000,000 |
60
|
14,380
|
| Geringer Laub Wealth Management Group | Wichita | KS | 1983 | 6 | $425,000,000 |
44
|
6,600
|
| TAO Investments Hawaii | Honolulu | HI | 2004 | 4 | $417,600,000 |
96
|
6,000
|
| Westgate Capital Consultants | Tacoma | WA | 1988 | 3 | $410,000,000 |
105
|
5,500
|
| The TRC Group at Morgan Stanley | San Diego | CA | 2003 | 2 | $402,000,000 |
75
|
4,000
|
| Constitution Group of Wells Fargo Advisors | Glastonbury | CT | 2015 | 4 | $400,000,000 |
110
|
8,250
|
| Stonebridge Financial Group | Grand Rapids | MI | 2004 | 6 | $400,000,000 |
60
|
7,500
|
| Becker Suffern McLanahan, Ltd. | Mandeville | LA | 1961 | 4 | $398,282,179 |
134
|
4,561
|
| Financial Management Network | Mission Viejo | CA | 1995 | 3 | $392,800,056 |
137
|
6,263
|
| Insight Financial Partners, LLC | Crystal Lake | IL | 2017 | 2 | $392,218,113 |
36
|
19,217
|
| CAPTRUST New York (Port Washington) | Port Washington | NY | 2007 | 1 | $386,541,734 |
9
|
3,000
|
| SevenHills (A Pensionmark Firm) | Mendota Heights | MN | 2014 | 3 | $384,000,000 |
48
|
6,500
|
| Aurum Wealth Management Group | Mayfield Village | OH | 2006 | 2 | $367,890,465 |
81
|
5,200
|
| Hilb Group Retirement Services | Warwick | RI | 2009 | 2 | $366,106,541 |
148
|
7,302
|
| Strategic Retirement Partners - Mid-Atlantic | Williamsburg | VA | 1988 | 1 | $364,923,434 |
32
|
7,775
|
| DBR & CO Toledo | Pittsburgh | PA | 2013 | 2 | $363,555,650 |
30
|
5,268
|
| Strategic Retirement Partners - Los Angeles | Los Angeles | LA | 2012 | 2 | $361,226,184 |
50
|
8,227
|
| Emmett G. Dupas III - Northwestern Mutual | Metairie | LA | 2003 | 1 | $358,207,508 |
121
|
8,200
|
| Gouldin & McCarthy, LLC | Basking Ridge | NJ | 1999 | 4 | $352,000,000 |
33
|
4,000
|
| The Fortis Group at Morgan Stanley | Columbus | OH | 2016 | 10 | $350,000,000 |
39
|
4,564
|
| Pensionmark Cincinnati | Cincinnati | OH | 2018 | 1 | $346,072,176 |
14
|
7,690
|
| LoVasco Consulting Group | Detroit | MI | 2005 | 3 | $345,000,000 |
55
|
4,800
|
| Pensionmark Atlanta | St. Simon Island | GA | 2011 | 2 | $339,919,315 |
33
|
3,700
|
| Monarch Plan Advisors | Simi Valley | CA | 2013 | 3 | $336,400,000 |
96
|
9,461
|
| Evergreen Consulting, Inc. (Chattanooga) | Chattanooga | TN | 1990 | 4 | $330,540,000 |
27
|
36,770
|
| Connor & Gallagher OneSource | Lisle | IL | 2016 | 2 | $325,000,000 |
71
|
12,000
|
| Your Wealth Effect | Irvine | CA | 2009 | 12 | $322,000,000 |
44
|
2,700
|
| Impact Benefits & Retirement | Portland | OR | 2016 | 2 | $310,000,000 |
47
|
5,000
|
| Boston Private | Boston | MA | 2015 | 2 | $305,950,816 |
51
|
6,200
|
| Pensionmark Austin | Austin | TX | 2012 | 1 | $301,061,241 |
55
|
10,191
|
| Strategic Retirement Partners – Twin Cities | Minneapolis/St. Paul | MN | 1996 | 1 | $298,326,231 |
52
|
11,500
|
| QP Consulting LLC | Takoma Park | MD | 2002 | 1 | $286,684,000 |
39
|
2,650
|
| Strategic Retirement Partners – Central Florida | Orlando | FL | 1996 | 1 | $284,614,582 |
42
|
7,200
|
| Eukles Wealth Management | Cincinnati | OH | 2011 | 5 | $272,050,750 |
40
|
4,750
|
| Grinkmeyer Leonard Financial | Birmingham | AL | 2005 | 3 | $270,775,003 |
24
|
6,500
|
| MSMF Wealth Managment | St. Louis | MO | 1995 | 8 | $263,942,811 |
108
|
2,500
|
| Pensionmark Alpharetta | Johns Creek | GA | 2018 | 1 | $262,868,973 |
28
|
5,475
|
| Eminent Wealth Strategies | Indianapolis | IN | 2009 | 4 | $255,010,632 |
90
|
7,825
|
| Douglas R. Peete & Associates | Overland Park | KS | 1980 | 1 | $248,487,495 |
196
|
3,930
|
| Manhattan Ridge Advisors | New York | NY | 2006 | 8 | $245,000,000 |
68
|
7,100
|
| Tritis Wealth Management | Sugar Land | TX | 2009 | 3 | $245,000,000 |
133
|
5,200
|
| KB Financial Partners, LLC | Point Pleasant Beach | NJ | 2012 | 4 | $242,557,702 |
24
|
2,751
|
| Mid-Atlantic Planning Services | Allentown | PA | 1994 | 2 | $234,019,981 |
87
|
3,500
|
| Paragon HM Wealth Management Group at Morgan Stanley | Birmingham | AL | 2004 | 8 | $232,927,000 |
100
|
3,511
|
| Odyssey Financial Group LLC | Oklahoma City | OK | 2013 | 2 | $232,445,213 |
78
|
5,579
|
| Pensionmark Meridien | Providence | RI | 2016 | 3 | $228,061,400 |
66
|
3,133
|
| Pensinomark Hawaii | Honolulu | HI | 2014 | 1 | $225,719,892 |
48
|
1,500
|
| The Burns / Marchiano Group at Morgan Stanley | Morristown | NJ | 2010 | 4 | $225,000,000 |
45
|
3,750
|
| Strategic Retirement Partners – Oklahoma | Tulsa | OK | 1990 | 1 | $222,268,872 |
24
|
13,000
|
| Strategic Retirement Partners – Maryland & West Palm Beach | Annapolis | MD | 1991 | 1 | $219,671,731 |
29
|
3,600
|
| LRWebber (A Pensionmark Firm) | Hollidaysburg | PA | 2014 | 1 | $216,112,563 |
26
|
3,850
|
| Blueprint Financial Team | Cleveland | OH | 2007 | 2 | $215,667,000 |
27
|
4,500
|
| Horizon Financial Group | Baton Rouge | LA | 1999 | 3 | $211,304,000 |
66
|
3,384
|
| Lifetime Benefits | Gaithersburg | MD | 1999 | 2 | $210,000,000 |
33
|
4,400
|
| Fiduciary Wealth Management | Alexandria | VA | 2011 | 2 | $209,184,088 |
83
|
3,400
|
| The Radcliff-Schatzman Group at Morgan Stanley | Mobile | AL | 1993 | 6 | $204,909,226 |
41
|
1,051
|
| Eidlin-Kilmer & Associates | Pittsford | NY | 1998 | 5 | $198,458,804 |
43
|
3,135
|
| CAPTRUST Greenwich | Greenwich | CT | 2013 | 2 | $192,131,696 |
7
|
2,500
|
| Kirby Wealth Management Group | Champaign | IL | 1995 | 1 | $190,000,000 |
57
|
3,176
|
| Rose Street Advisors | Kalamazoo | MI | 2010 | 3 | $184,000,000 |
56
|
3,100
|
| Graystone Consulting — Farmington Hills, MI/a> | Farmington Hills | MI | 1985 | 3 | $181,602,946 |
22
|
1,400
|
| Pensionmark Bakersfield | Bakersfield | CA | 2014 | 1 | $175,714,471 |
39
|
3,000
|
| N W Kaye Private Investment Management LLC | New Orleans | LA | 2015 | 4 | $170,918,849 |
3
|
1,140
|
| IVC Wealth Advisors | Silverdale | PA | 1994 | 4 | $170,000,000 |
52
|
3,100
|
| MidAtlantic Retirement Planning Specialists | Wilmington | DE | 1998 | 1 | $165,000,000 |
92
|
8,000
|
| Assured Partners Santa Ana (A Pensionmark Firm) | Santa Ana | CA | 2016 | 2 | $157,932,636 |
151
|
3,000
|
| Alpha Capital Management Group | Centennial | CO | 2015 | 2 | $155,624,051 |
297
|
5,628
|
| Garnett Retirement Group | St. Petersburg | FL | 2009 | 2 | $155,500,000 |
30
|
2,000
|
| Strategic Retirement Partners - Houston | Houston | TX | 1998 | 1 | $153,982,042 |
7
|
2,455
|
| Rocafort Group | San Juan | PR | 8 | $150,000,000 |
200
|
2,000
|
|
| ALTUS Consulting Group | The Woodlands | TX | 2014 | 5 | $147,000,000 |
95
|
4,750
|
| Pensionmark Denver | Litlleton | CO | 2019 | 1 | $145,901,468 |
33
|
2,200
|
| Centura Advisors | Baton Rouge | LA | 2001 | 5 | $135,000,000 |
85
|
2,500
|
| S.C. Asset Advisors of Janney Montgomery Scott LLC | Columbia | SC | 2013 | 2 | $135,000,000 |
21
|
1,800
|
| Investors Brokerage of Texas, Ltd. | Waco | TX | 2000 | 1 | $134,386,284 |
41
|
2,300
|
| Kainos Partners (A Pensionmark Firm) | Cypress | TX | 2014 | 1 | $131,592,141 |
43
|
2,500
|
| RedStone Advisors (A Pensionmark Firm) | Lehi | UT | 2015 | 1 | $126,245,984 |
30
|
2,350
|
| Archford Capital Strategies, LLC | Swansea | IL | 2013 | 7 | $123,147,377 |
49
|
3,407
|
| Summit Group Retirement Planners, Inc. | Exton | PA | 2013 | 2 | $115,000,000 |
46
|
4,200
|
| Converse Team Financial Services / Keating & Associates | Wichita | KS | 2003 | 2 | $113,000,000 |
95
|
5,000
|
| Financial Technology, Inc. | East Lansing | MI | 1980 | 5 | $112,042,343 |
68
|
1,550
|
| Cassandra Financial Group | Boynton Beach | FL | 2004 | 4 | $110,000,000 |
106
|
6,200
|