Partner Corner

NAPA’s mission – to further the interests of retirement plan advisors and those who support them – is supported by more than 300 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
Harbor View Advisors
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
Allmerits Asset, LLC
Alpha Financial Partners
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
Boyce & Associates Wealth Consulting
Brio Benefit Consulting, Inc.
Buckingham Strategic Partners
Cambridge Investment Research, Inc.
Cannon Capital Management Inc.
Capital Wealth Management, LLC
CAPTRUST Financial Advisors
CBIZ Financial Solutions, Inc.
CBS Funding, Inc.
Cerity Partners
Clear Investment Research, LLC
CoSource Financial Group, LLC
Creative Planning
Creative Planning Retirement Services
Dahring | Cusmano LLC
D.B. Root & Company, LLC
DecisionPoint Financial LLC 
Delaware Avenue Wealth Planners
Deschutes Investment Consulting, LLC
Dynamique Capital Advisors, LLC
Fiduciary Advisors, LLC
First Heartland Capital, Inc.
Fisher Investments
Fort Washington Financial
Gordon Asset Management, LLC
Green Retirement, Inc.
Greenspring Advisors
Guardian Wealth Partners, LLC
Hahn Financial Group, Inc.
Hauser Retirement Solutions, LLC
HighTower Advisors
HUB International
Huntington National Bank
Hurlow Wealth Management Group, Inc.
iCapital, LLC
IMA Wealth, Inc.
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
Kingsview Partners
(k)RPG Advisors, LLC
Latus Group, Ltd.
LeafHouse Financial Advisors
Legacy 401k Partners, 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
NestEggs Retirement Plan Services, Inc.
Newcleus
Newfront Retirement Services
Nicklas Financial Companies
North Pier Fiduciary Management, LLC< br/> Note Advisors, LLC
Nottingham Advisors Asset Management
Northwestern Mutual
Oakburne Advisors
OneDigital Investment Advisors LLC.
Pensionmark Financial Group
Plexus Financial Services, LLC
Precept Advisory Group
ProCourse Fiduciary Advisors, LLC
Procyon Partners, LLC
Quintes Administrative and Insurance Services, Inc.
RBF Capital Management
RCM&D
Reedmark Advisors, LLC
Retirement Fund Management
Retirement Planology
Retirement Resources Investment Corporation
Rockerfeller Capital Management
Roehl & Yi Investment Advisors, LLC
Rogers Wealth Group
Roush Investment Group
RPS Retirement Plan Advisors
SageView Advisory Group
Saling Simms Associates 
Sanctuary Wealth
Schneider Downs Wealth Management Advisors, LP
Shepherd Financial, LLC
Smith Bruer Advisors
Soltis Investment Advisors
Southbridge Advisors
Spectrum Investment Advisors
Stadion Money Management
Stiles Financial Services, Inc.
Stolzer Rothschild Levy LLC  
Stonemark Wealth Management
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
Valorous Advisors
Venture Visionary Partners
Vita Planning Group
VISION401K
WhaleRock Point Partners, LLC
Wintrust Wealth Management
WR Wealth Planners

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.
Christian Brothers Investment Services, Inc.
Cohen & Steers Capital Management
Columbia Threadneedle Investments
Delaware Funds by Macquarie
DoubleLine
Empower
Federated Hermes
Fidelity Investments
First Eagle Investment Management
Franklin Templeton
Goldman Sachs Asset Management
Great Grey Trust Company
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
Safeguard Asset Management
Schroders
State Street Global Advisors
T. Rowe Price
TIAA
Transamerica
Vanguard
Victory Capital
Virtus Investment Partners
Voya Financial Inc.

Recordkeepers

401GO, Inc.
ADP Retirement Services
Alerus Retirement and Benefits
Alliance Benefit Group National
American Funds
American Trust Retirement
Ameritas
Ascensus, LLC
BPAS
Charles Schwab & Co.
Corebridge Financial
CUNA Mutual Retirement Solutions
Empower
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
NestEggs Retirement Plan Services, Inc.
Newport Group
North American KTRADE Alliance
OneAmerica
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
Vestwell
Voya Financial Inc.
WealthPRIME Technology, Inc.
Wells Fargo Advisors

Other Firm Partners

401(k) Marketing
Alerus Retirement and Benefits
Allianz Life
Alexander & Williams, LLC
American Trust Retirement
Annexus Retirement Solutions 
AssetMark Retirement Services
Artisan Partners
Banc Consulting Partners
Benefit Trust Company
Benetic, Inc.
Betterment for Business LLC (Betterment at Work)
Blue Ocean Strategies
Broadridge Financial Solutions
Broadstone Advisors, LLC
Buckingham Strategic Partners
Burrmont Compliance Labs LLC
Candidly
Cerity Partners
ClearSage Advisory Group
Clearstead
Colonial
Congruent Solutions
Definiti, LLC
Dimensional Fund Advisors
DriveWealth
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
Finch
FinDec Wealth Services, Inc.
First Dollar
Fluent Technologies
FuturePlan
German American Wealth Advisory Group
GIFTROGRAM
GSM Marketing
GROUPIRA
GRPAA
HSA Bank
Howard Capital Management
HUB International
IMA Wealth, Inc.
Impax Asset Management
Income America
ISS Market Intelligence
Judy Diamond Associates (ALM)
KWP Consulting, LLC
Lebel & Harriman, LLP 
Legacy Retirement Solutions LLC
LifeCents
LifeYield
Matrix Financial Solutions
Mentoro Group, LLC
Mesirow Financial
Micruity, Inc.
Millennium Trust Company,
LLC
Momenta Inc
Morningstar, Inc.
MPI
My Corporate Ally, LLC
Nareit
Northwest Retirement Plan Consultants
NPPG Fiduciary Services, LLC (NPPGFS)
October Three
OurSphere
Pacific Life Insurance Company
Penchecks, Inc.
Pension Assurance, LLP
Pension Resource Institute, LLC
PlanGen, LLC
Plan Notice
PriceKubecka
Princeton Financial Consultants
Professional Benefit Services
PTE CRPA (Comparative Rollover Plan Assessment)
Quintes Administrative and Insurance Services, Inc.
Reedmark Advisors, LLC
Renasant Bank
Retire Ready Solutions
Retirement Clearinghouse, LLC
Retirement Learning Center
Rixtrema Inc.
RPSS
Sallus Retirement
Schlosser, Fleming, & Associates LTD
SmartPath, Inc.
Smart USA
SS&C Technologies
Sway Research LLC
TCR Development, LLC
Telenations, Inc.
The Finway Group, LLC
The Pangburn Group
The Retirement Advantage
The Wealth Pool
TRAU
Transitus Wealth Partners
UMB Healthcare Services
United Trust Company
Venrollment
Vontobel Asset Management, Inc.
vWise, Inc
WealthPRIME Technology, Inc.
Wilshire Associates
Wise Rhino Group