Skip to main content

You are here

Advertisement

Call for Top DC Advisor Multi-Office Firms  

From the day we launched our call for Top DC Advisor Teams, there has been an interest in a related compilation – one that captures the DC assets of an entire firm, or a multi-office arrangement.

During our call for Top DC Advisor Teams, a number of firms provided this information – but the focus of that initial list was on individual teams. Whether your firm was represented by one or more teams in that initial compilation, we’d like to acknowledge that information on a firm-wide level. In future publications this multi-office listing will accompany that of the individual teams.

A couple of things: While the timing of the Top DC Advisor Teams meant that we were asking for 12/31/16 numbers, for this list we’re also looking for 12/31/17 data. And we’re asking that you provide this information no later than March 2.

There is no cost to be included. You can complete the application for consideration at https://usaretirement.wufoo.com/forms/napa-top-dc-advisor-firm-2018-multioffice/.

If you have any questions regarding this list, or the application process, please email me at [email protected].

Advertisement