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Partner Corner

NAPA’s mission – to further the interests of retirement plan advisors and those who support them – is supported by more than 200 institutional Firm Partners. Their support has helped make NAPA the fastest growing organization in the history of the retirement plan industry. Learn about the benefits of becoming a NAPA Firm Partner.

Broker-Dealers

Advisor Group
Avantax
Baird
Bank of America Merrill Lynch
BCG Securities
Brio Benefit Consulting, Inc.
Cetera Financial Group
Commonwealth Financial Network
CoSource Financial Group, LLC
Dietrich
Equitable
First Heartland Capital, Inc.
Gallagher
HighTower Advisors
Kestra Financial
Leatherback Investments
LPL Financial
Marsh, Berry & Company, LLC
Marsh & McLennan Agency LLC
MassMutual
M Financial Group
Morgan Stanley
Newcleus
NFP
Northwestern Mutual
Plexus Financial Services, LLC
Principal Financial Group
Raymond James
RBC Wealth Management
Rockerfeller Capital Management
Stifel
Strategic Retirement Partners
Taylor Wealth Solutions
Transamerica
UBS Financial Services
Voya Financial Inc.
Wells Fargo Advisors

RIAs

Advus Financial Partners
Alera Investment Advisors
Aldrich Wealth
Alliant Retirement Consulting
Arista Wealth Management
Ashford Investment Advisors
AssuredPartners Investment Advisors, LLC
BayBridge Capital Group, LLC 
BCG Securities
Beltz Ianni & Associates, LLC
Benefit Financial Services Group
BerganKDV Wealth Management, LLC
Birchbrook
BKA Wealth Consulting, Inc.
Brio Benefit Consulting, Inc.
Buckingham Strategic Partners
Build Asset Management, LLC
Cambridge Investment Research, Inc.
Cannon Capital Management Inc.
CAPTRUST Financial Advisors
CBIZ Financial Solutions, Inc.
CBS Funding, Inc.
Cerity Partners
CoSource Financial Group, LLC
Creative Planning
Dahring | Cusmano LLC
D.B. Root & Company, LLC
DecisionPoint Financial LLC 
Delaware Avenue Wealth Planners
Deschutes Investment Consulting, LLC
DirectAdvisors
Dynamique Capital Advisors, LLC
Fiduciary Advisors, LLC
Fiduciary Retirement Advisory Group, LLC
Financial Fitness for Life 
First Heartland Capital, Inc.
Fisher Investments
Gordon Asset Management, LLC
Green Retirement, Inc.
Greenspring Advisors
Guardian Wealth Partners, LLC
Hahn Financial Group, Inc.
Hauser Retirement Solutions, LLC
HighTower Advisors
Howard Capital Management
HUB International
Huntington National Bank
Hurlow Wealth Management Group, Inc.
iCapital, LLC
Independent Financial Partners
Insight Financial Partners, LLC
Institutional Investment Consulting
intellicents
IRON Fiduciary, A Creative Planning Offering
Jemma Investment Advisors
Karp Capital Management
KerberRose Wealth Management, LLC
Kestra Financial
(k)RPG Advisors, LLC
Latus Group, Ltd.
LeafHouse Financial Advisors
Legacy 401k Partners, LLC
Lockton Financial Advisors, LLC
MassMutual
M Financial Group
Marcum Wealth
Marietta Wealth Management
Mariner Retirement Advisors
Marsh & McLennan Agency LLC
Mayflower Advisors, LLC
MCF Advisors
MG Retirement Advisors
Multnomah Group, Inc.
Murray Wealth Management
Nashional Financial
Newcleus
Newfront Retirement Services
Nicklas Financial Companies
Note Advisors, LLC
Nottingham Advisors Asset Management
Northwestern Mutual
Oakburne Advisors
Penn Investment Advisors
Pensionmark Financial Group
Plexus Financial Services, LLC
Precept Advisory Group
ProCourse Fiduciary Advisors, LLC
Procyon Partners, LLC
ProNvest
Quintes Administrative and Insurance Services, Inc.
RBF Capital Management
RCM&D
Reedmark Advisors, LLC
Resources Investment Advisors - A OneDigital Company 
Responsible Asset Management
Retirement Fund Management
Retirement Plan Advisors Ltd.
Retirement Planology
Rockerfeller Capital Management
Rogers Wealth Group
Roush Investment Group
RPS Retirement Plan Advisors
SageView Advisory Group
Saling Simms Associates 
Schneider Downs Wealth Management Advisors, LP
Shepherd Financial, LLC
Smith Bruer Advisors
Soltis Investment Advisors
Spectrum Investment Advisors
Stadion Money Management
Statherós Financial Solutions, Inc.
Stiles Financial Services, Inc.
Stokes Family Office
Stolzer Rothschild Levy LLC  
TAO Investments Hawaii
Taylor Wealth Solutions
The Hebets Company
The Waterford Group, LLC
Three Bell Capital, LLC
Trinity Advisors
Trinity Point Wealth
Trutina Financial
Twelve Points Retirement Advisors
Two West Capital Advisors, LLC
UBS Financial Services
Vita Planning Group
Venture Visionary Partners
WhaleRock Point Partners, LLC
Wintrust Wealth Management
Wipfli Financial Advisors, LLC

DCIOs

AB
Allspring Global Investments
American Century Investments
American Funds
Amundi Asset Management US
BlackRock
The Blackstone Group
BNY Mellon Investment Management
Carillon Tower Advisors
Charles Schwab & Co.
Cohen & Steers Capital Management
Columbia Threadneedle Investments
Delaware Funds by Macquarie
DoubleLine
Empower
Federated Hermes
Fidelity Investments
First Eagle Investment Management
Franklin Templeton
Galliard Capital Management
Goldman Sachs Asset Management
Harbor Capital Advisors, Inc.
Hartford Funds
Invesco
Janus Henderson Investors
John Hancock Investments
J.P. Morgan Asset Management
Lazard Asset Management
Lord Abbett
Macquarie Investment Management
MassMutual
MissionSquare Retirement
MFS Investment Management Company
Nationwide Financial
Natixis Investment Managers
Neuberger Berman
New York Life
Nuveen
OppenheimerFunds
PGIM
PIMCO
Principal Financial Group
Schroders
State Street Global Advisors
T. Rowe Price
TIAA
Transamerica
Vanguard
Victory Capital
Virtus Investment Partners
Wilmington Trust
Voya Financial Inc.

Recordkeepers

401GO, Inc.
ADP Retirement Services
AIG Retirement Services
Alerus Retirement and Benefits
Alliance Benefit Group National
American Financial Systems, Inc.
American Funds
American Trust Retirement
Ameritas
Ascensus, LLC
BlueStar Retirement Services
BPAS
Charles Schwab & Co.
CUNA Mutual Retirement Solutions
Empower
The Entrust Group
Equitable
Fidelity Investments
IPX Retirement
Human Interest 
IRALOGIX, Inc
John Hancock Retirement Plan Services
J.P. Morgan Asset Management
July Business Services
Lincoln Financial Group
Milliman, Inc.
Mutual of America Financial Group
Mutual of Omaha Retirement Services
Nationwide Financial
Newport Group
North American KTRADE Alliance
OneAmerica
PAi
Paychex, Inc.
PCS Retirement
Pentegra Retirement Services
Principal Financial Group
Schneider Downs Wealth Management Advisors, LP
Schwab Retirement Plan Services
Securian Retirement
Slavic401k
T. Rowe Price
The Hebets Company
The Standard
TIAA-CREF
Touchstone Retirement Group
Transamerica
Ubiquity Retirement + Savings
Voya Financial Inc.
Wells Fargo Advisors

Other Firm Partners

401k Help Desk 
401k Best Practices
401(k) Marketing
Advisor2X
Alerus Retirement and Benefits
Alirt Insurance Research
Allianz Life
American Trust Retirement
Annexus Retirement Solutions 
AssetMark Retirement Services
Artisan Partners
Benefit Trust Company
Benetic, Inc.
Betterment for Business LLC (Betterment at Work)
Broadridge Financial Solutions
Broadstone Advisors, LLC
Buckingham Strategic Partners
Burrmont Compliance Labs LLC
Capitalize
Catapult HQ, Inc
Cboe Vest Financial LLC
Cerity Partners
ClearSage Advisory Group
Clearstead
Colonial
Congruent Solutions
Custodia Financial
Definiti, LLC
DWC - The 401(k) Experts
EACH Enterprise, LLC
eMoney Advisor
Enrich
Enterprise Iron Financial Industry Solutions, Inc.
Envestnet Retirement Solutions
ERISA360.COM
Fiduciary Decisions
Fiduciary Consulting Group, Inc.
Financial Finesse
FinDec Wealth Services, Inc.
Fluent Technologies
ForUsAll, Inc.
FuturePlan
German American Wealth Advisory Group
GSM Marketing
GROUPIRA
GRPAA
HealthyCapital
HSA Bank
Howard Capital Management
HUB International
Income America
Impax Asset Management
IncomeConductor
InvestSuite
ISS Market Intelligence
Judy Diamond Associates (ALM)
KWP Consulting, LLC
Lebel & Harriman, LLP 
Legacy Retirement Solutions LLC
LifeCents
LifeYield
LSV Asset Management
Matrix Financial Solutions
Mentoro Group, LLC
Mesirow Financial
Metz & Associates, PLLC
Millennium Trust Company, LLC
Morningstar, Inc.
MPI
My Corporate Ally, LLC
Nareit
NextCapital Group, Inc
Northwest Retirement Plan Consultants
NPPG Fiduciary Services, LLC (NPPGFS)
October Three
OurSphere
Paylocity
Penchecks, Inc.
Pension Assurance, LLP
Pension Resource Institute, LLC
PlanGen, LLC
Plan Notice
PriceKubecka
Princeton Financial Consultants
Quintes Administrative and Insurance Services, Inc.
Reedmark Advisors, LLC
Retire Ready Solutions
Retirement Clearinghouse, LLC
Retirement Learning Center
RPSS
Sallus Retirement
Schlosser, Fleming, & Associates LTD
Smart USA
Sway Research LLC
The Finway Group, LLC
The Pangburn Group
The Retirement Advantage
The Wealth Pool
TRAU
UMB Healthcare Services
United Trust Company
Vestwell
Vontobel Asset Management, Inc.
vWise, Inc
Wilshire Associates
Wise Rhino Group

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