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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
AXA Equitable
Bank of America Merrill Lynch
Cetera Financial Group
Commonwealth Financial Network
CoSource Financial Group, LLC
Dietrich & Associates, Inc.
First Heartland Capital, Inc.
HighTower Advisors
Ivy Investments
Kestra Financial
LPL Financial
Mass Mutual Retirement Services
M Financial Group
MMA Securities, LLC
Morgan Stanley
NFP Corp.
Plexus Financial Services, LLC
Principal Financial Group
Raymond James
Taylor Wealth Solutions
Transamerica
UBS Financial Services
VOYA Financial
Wells Fargo Advisors

RIAs

Alliant Retirement Consulting
Anselme Capital
Ashford Investment Advisors
Aurum Wealth Management Group
Beltz Ianni & Associates, LLC
Benefit Financial Services Group
BenefitWorks
BerganKDV Wealth Management, LLC
Blue Prairie Group
Blue Rock 401k Group
Bowers Advisory Group, LLC
Build Asset Management, LLC
Cafaro Greenleaf
Cambridge Investment Research, Inc.
Cannon Capital Management Inc.
CAPTRUST Financial Advisors
CBIZ Financial Solutions, Inc.
CBS Funding, Inc.
CG Financial Services
Clearview Advisory
Compass Financial Partners
Cooney Financial Advisors, LLC
CoSource Financial Group, LLC
D.B. Root & Company, LLC
Deane Retirement Strategies, Inc.
DirectAdvisors
Fiduciary Advisors, LLC
Fiduciary Retirement Advisory Group, LLC
First Heartland Capital, Inc.
Fisher Investments
Fluent Technologies
Global Retirement Partners
Gordon Asset Management, LLC
Green Retirement, Inc.
GuidedChoice
Guideline 401(k)
Hauser Retirement Solutions, LLC
HighTower Advisors
HUB International
Hurlow Wealth Management Group, Inc.
Independent Financial Partners
Insight Financial Partners, LLC
Institutional Investment Consulting
intellicents
IRON Financial
Karp Capital Management
Kestra Financial
(k)ornerstone 401k Services
(k)RPG Advisors, LLC
LAMCO Advisory Services
Latus Group, Ltd.
LeafHouse Financial Advisors
Lockton Financial Advisors, LLC
Mass Mutual Retirement Services
M Financial Group
Marietta Wealth Management
Mariner Retirement Advisors
Marsh & McLennan Agency Of New England
Mayflower Advisors, LLC
MCF Advisors
MMA Securities, LLC
Monarch Plan Advisors
Multnomah Group, Inc.
Murray Securus Wealth Management
Nicklas Financial Companies
North Pier Search Consulting
Penn Investment Advisors
Pensionmark Financial Group
PGR Solutions, LLC
Plexus Financial Services, LLC
Precept Advisory Group
Principled Advisors
ProCourse Fiduciary Advisors, LLC
Procyon Partners, LLC
RBF Capital Management
RCM&D
Reilly Financial Advisors
Resources Investment Advisors
Responsible Asset Management
Retirement Fund Management
Retirement Plan Advisors Ltd.
Retirement Plan Consultants
Retirement Planology
Retirement Resources
Rogers Wealth Group
RPS Retirement Plan Advisors
SageView Advisory Group
Schwartz Investment Counsel, Inc.
Shea & McMurdie Financial
Shepherd Financial, LLC
Sierra Pacific Financial Advisors, LLC
Slavic401k
Smith Bruer Advisors
Soltis Investment Advisors
Spectrum Investment Advisors
Stadion Money Management
Stiles Financial Services, Inc.
Stonnington Group
StratWealth
Summit Benefit Solutions, Inc.
Taylor Wealth Solutions
Teros Advisors
Three Bell Capital, LLC
Trinity Advisors
Trutina Financial
Tsukazaki & Associates, LLC
Twelve Points Retirement Advisors
Vita Planning Group
WhaleRock Point Partners
Wipfli Hewins Investment Advisors, LLC

DCIOs

AB
ALGER
Allianz Global Investors Distributors
American Century Investments
American Funds
Amundi Pioneer Asset Management
AQR Capital Management, LLC
BlackRock
BMO Retirement Services
Carillon Tower Advisors
Cohen & Steers Capital Management
Columbia Threadneedle Investments
Crossmark Global Investments
Deutsche Asset Management
DoubleLine
Empower Retirement
Federated Investors
Fidelity Investments
First Eagle Investment Management
Franklin Templeton
Galliard Capital Management
Hartford Funds
ICMA-RC- Vantagepoint Funds
Invesco
Janus Henderson Investors
John Hancock Investments
J.P. Morgan Asset Management
Lazard Asset Management
Legg Mason & Co., LLC
Lord Abbett
Macquarie Investment Management
Manning & Napier
MFS Investment Management Company
Morley Capital Management
Nationwide Financial
Natixis Investment Management
Neuberger Berman
New York Life Investment Management, LLC
Nuveen Investments
OppenheimerFunds
PIMCO
Principal Financial Group
Russell Investments
State Street Global Advisors
Streamline Partners
T. Rowe Price
Thornburg Investment Management
TIAA-CREF
Transamerica
Victory Capital
Virtus Investment Partners
VOYA Financial
Wilmington Trust

Recordkeepers

ADP Retirement Services
Alerus Retirement and Benefits
Alliance Benefit Group National
American Funds
Ameritas
Ascensus
Aspire Financial Services
AXA Equitable
BlueStar Retirement Services
BMO Retirement Services
BPAS
Charles Schwab & Co.
CUNA Mutual Retirement Solutions
EdgeCo Holdings, Inc.
Empower Retirement
The Entrust Group
Fidelity Investments
John Hancock Retirement Plan Services
July Business Services
Lincoln Financial Group
Milliman
Mutual of Omaha Retirement Services
Nationwide Financial
Newport Group
North American KTRADE Alliance
OneAmerica
PAi
Paychex, Inc.
Pentegra Retirement Services
Principal Financial Group
Prudential
Retirement Plan Consultants
Securian Retirement
Slavic401k
Summit Benefit Solutions, Inc.
T. Rowe Price
The Standard
TIAA-CREF
Touchstone Retirement Group
Transamerica
Ubiquity Retirement + Savings
Unified Trust Company
VOYA Financial
Wells Fargo Advisors

Other Firm Partners

401(k) Marketing
401kplans.com, LLC
401KSECURE/DC Plan Insurance Solutions, LLC
Access Point HSA, LLC
Actuarial Ideas, Inc.
Advizr, Inc.
AHC Digital
Artisan Partners
BAM Advisor Services
Benefit Trust Company
Benetech
Burrmont Compliance Labs LLC
Cafaro Greenleaf
CircleBlack
ClearSage Advisory Group
Colonial
Covisum
Custodia Financial
DWC ERISA Consultants, LLC
EACH Enterprise, LLC
Edukate
Enterprise Iron Financial Industry Solutions, Inc.
Envestnet Retirement Solutions
EvoShare
fi360
Fiduciary Benchmarks
Fiduciary Consulting Group, Inc.
Fiduciary Wise of the Midwest, LLC
Financial Finesse
FIS Wealth & Retirement
Fortecty
Fulcrum Partners, LLC
German American Wealth Advisory Group
Gladstone Group, Inc.
GoldStar Trust Company
GSM Marketing
GROUPIRA
HealthyCapital
Howard Capital Management
HealthEquity, Inc.
HSA Bank
Integrated Retirement Initiatives
Judy Diamond Associates (ALM)
Legacy Retirement Solutions, LLC
LifeCents
LSV Asset Management
M Financial Group
Matrix Financial Solutions
Mesirow Financial
Morningstar, Inc.
MPI
Northeast Professional Planning Group, Inc.
Northwest Retirement Plan Consultants
NPPG Fiduciary Services, LLC
Penchecks, Inc.
Pension Assurance LLP
Pension Resource Institute, LLC
Pinnacle Trust
Plancheckr
PriceKubecka
Questis
Retire Ready Solutions
Retirement Clearinghouse, LLC
Retirement Leadership Forum
Retirement Learning Center
RiXtrema, Inc.
RPSS
Schlosser, Fleming, & Associates LTD
ShoeFitts Marketing
Strategic Insight
Sway Research LLC
TAG Resources, LLC
The Pangburn Group
TRAU
Troutman & Associates, Inc.
VestWell
vWise, Inc.
Wilshire Associates

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