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Top DC Advisor Teams (2022)
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, 2022, 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.
View Previous Lists
- 2021 Top DC Advisor Teams
- 2020 Top DC Advisor Teams
- 2019 Top DC Advisor Teams
- 2018 Top DC Advisor Teams
- 2017 Top DC Advisor Teams
| Advisor Team | City | State | Year Est. | # of Advisors | Total Asset Value (12/31/22) | Total # of Plans (12/31/22) | Total Participants (12/31/22) |
|---|---|---|---|---|---|---|---|
| CAPTRUST - New York | New York | NY | 2012 | 14 | $149,966,161,129 | 595 | 331,807 |
| NFP Retirement - Aliso Viejo | Aliso Viejo | CA | 2000 | 63 | $100,460,000,000 | 2,245 | 3,100,000 |
| CAPTRUST - Raleigh | Raleigh | NC | 1997 | 19 | $93,514,445,755 | 611 | 978,268 |
| CAPTRUST - Warren | Warren | NJ | 1992 | 12 | $80,000,000,000 | 250 | 750,000 |
| CAPTRUST - Richmond | Richmond | VA | 1988 | 2 | $74,570,120,000 | 192 | 693,368 |
| Merrill - Global Corporate and Institutional Advisory Services (GCIAS) | Atlanta | GA | 1999 | 88 | $72,226,934,050 | 59 | 865,202 |
| CAPTRUST - Chicago | Chicago | IL | 1977 | 24 | $38,816,826,734 | 51 | 215,375 |
| CAPTRUST - Allentown | Allentown | PA | 2000 | 3 | $32,968,473,599 | 177 | 206,426 |
| SageView Newport Beach | Newport Beach | CA | 1989 | 9 | $30,024,617,301 | 357 | 355,000 |
| CAPTRUST - Charlotte | Charlotte | NC | 2003 | 5 | $27,852,117,870 | 83 | 188,520 |
| CAPTRUST - Doylestown | Doylestown | PA | 2006 | 5 | $26,957,574,246 | 147 | 348,003 |
| Innovest Portfolio Solutions | Denver | CO | 1996 | 17 | $26,893,389,158 | 220 | 344,385 |
| Multnomah Group | Portland | OR | 2003 | 9 | $25,841,576,277 | 254 | 200,000 |
| Centurion Group, a Marsh McLennan Agency LLC Company | King of Prussia | PA | 2006 | 13 | $24,318,462,868 | 195 | 347,000 |
| CAPTRUST -Minneapolis | Minneapolis | MN | 1995 | 4 | $24,202,410,159 | 86 | 262,674 |
| Retirement Plan Analytics/RPA Financial | Charlotte | NC | 2015 | 4 | $23,846,000,000 | 750 | 293,000 |
| Flagship Financial Advisors - UBS Financial Services | Stamford | CT | 2006 | 10 | $22,000,000,000 | 308 | 215,000 |
| CAPTRUST -Portland | Falmouth | ME | 2006 | 1 | $21,102,842,928 | 85 | 324,958 |
| Advanced Capital Group | Minneapolis | MN | 2002 | 8 | $20,940,701,541 | 143 | 145,000 |
| CAPTRUST -Orlando | Lake Mary | FL | 2010 | 1 | $19,416,992,917 | 36 | 204,500 |
| NFP Retirement- Bethesda, MD Team | Bethesda | MD | 2001 | 16 | $18,197,098,995 | 880 | N/A |
| Gallagher Illinois | Rolling Meadows | IL | 1978 | 12 | $17,500,000,000 | 375 | 280,000 |
| Compass Financial Partners, a Marsh McLennan Agency LLC Company | Greensboro | NC | 2002 | 9 | $16,597,924,102 | 189 | 278,947 |
| SageView Phoenix | Newport Beach | CA | 2005/2021 | 5 | $16,282,596,086 | 129 | 160,177 |
| Sheridan Road Financial, a division of HUB International | Northbrook | IL | 2005 | 10 | $16,255,953,637 | 271 | N/A |
| Newfront Retirement Services | San Francisco | CA | 2012 | 8 | $16,017,442,794 | 353 | 246,048 |
| Global Institutional Advisory Solutions | New York City | NY | 2007 | 10 | $15,627,432,962 | 43 | 175,983 |
| Institutional Investment Consultating | Bloomfield Hills | MI | 2003 | 7 | $15,600,000,000 | 38 | 235,000 |
| SageView Boston | Boston | MA | 2005 | 2 | $15,400,000,000 | 132 | 105,000 |
| Newport Capital Group | Red Bank | NJ | 2004 | 11 | $14,415,743,593 | 137 | 155,000 |
| Alliant Retirement Consulting | Alpharetta | GA | 2012 | $14,000,000,000 | 660 | 120,000 | |
| Retirement Plan Advisors – RBC Wealth Management | Seattle, WA | WA | 1988 | 6 | $14,000,000,000 | 223 | 129,000 |
| CAPTRUST -Atlanta | Alpharetta | GA | 2005 | 6 | $13,938,779,151 | 89 | 157,683 |
| MRP - A Division of HUB International, Inc. | Denver | CO | 1995 | 13 | $13,500,000,000 | 355 | 172,000 |
| BFSG Institutional Services | Irvine | CA | 1991 | 10 | $12,798,214,958 | 91 | 160,325 |
| SageView Southeast | Atlanta | GA | 2003 | 6 | $12,727,506,404 | 156 | 149,421 |
| Gallagher South Central | Rolling Meadows | IL | 2002 | 14 | $12,545,000,000 | 419 | 266,304 |
| CAPTRUST -Dallas | Dallas | TX | 2010 | 4 | $12,162,754,515 | 58 | 95,996 |
| CAPTRUST -Tampa | Tampa | FL | 1998 | 7 | $11,644,606,677 | 100 | 192,000 |
| SageView Minneapolis-Wayzata | Newport Beach | CA | 209 | 2 | $11,550,000,000 | 57 | 230,000 |
| PearlStreet Investment Management of Stifel | Grand Rapids | MI | 1992/2016 | 4 | $11,378,205,529 | 38 | 163,000 |
| Mesirow Retirement Advisory Services | Chicago | IL | 1937 | 10 | $11,300,000,000 | 344 | 226,000 |
| MMA Retirement Services - New England Region | Boston | MA | 1973 | 11 | $11,000,000,000 | 375 | 197,000 |
| Merrill - Spickler Wealth Management Group | Bloomfield Hills | MI | 2000 | 3 | $10,158,196,694 | 11 | 2,000 |
| OneDigital DMV (Fiduciary Plan Advisors) | Annapolis | MD | 2014 | 16 | $10,100,000,000 | 250 | 270,000 |
| Graystone Boston North Shore | Middleton | MA | 1998 | 5 | $9,400,000,000 | 83 | 140,000 |
| Sequoia Consulting Group | San Mateo | CA | 2008 | 22 | $9,100,000,000 | 493 | 208,088 |
| Clearstead | Cleveland | OH | 1989 | 3 | $8,900,000,000 | 86 | n/a |
| CAPTRUST -South Michigan | Southfield | MI | 2000 | 7 | $8,622,142,085 | 224 | 100,000 |
| CAPTRUST -Akron | Akron | OH | 2001 | 1 | $8,461,411,818 | 135 | 89,766 |
| Merrill - Cate Brunton Luc Group | Indianapolis | IN | 2007 | 5 | $8,356,271,790 | 63 | 75,089 |
| Sageview - Washington DC | Newport Beach | CA | 2007 | 4 | $7,917,930,035 | 71 | 97,370 |
| Merrill - The Gsell Group | Iselin | NJ | 1975 | 2 | $7,808,705,892 | 20 | 82,341 |
| SageView Chicago | Newport Beach | CA | 2008 | Five | $7,621,656,678 | 106 | 110,563 |
| The Parks Group at Graystone Consulting | Milwaukee | WI | 1981 | 11 | $7,480,427,272 | 81 | 99,000 |
| SageView Seattle | Seattle | WA | 2014 | 2 | $7,076,310,525 | 64 | 30,500 |
| UBS Institutional Consulting - South Central Group | The Woodlands | TX | 2011 | 2 | $7,000,000,000 | 28 | 40,000 |
| CAPTRUST -Des Moines | West Des Moines | IA | 1998 | 4 | $6,967,849,739 | 114 | 84,603 |
| Greystone Los Angeles | New York | NY | 2014 | 4 | $6,923,693,488 | 58 | N/A |
| MMA Retirement Services - West Region | San Diego | CA | 1909 | 15 | $6,525,000,000 | 407 | 148,100 |
| OneDigital - Overland Park | Overland Park | KS | 2001 | 15 | $6,427,279,804 | 529 | 120,125 |
| The Robertson Group at Graystone Consulting | Columbus | OH | 1994 | 10 | $6,300,000,000 | 102 | 50,533 |
| Conrad Siegel Investment Advisors, Inc. | Harrisburg | PA | 2002 | 4 | $6,029,357,824 | 102 | 40,287 |
| Glading Group at Graystone Consulting | Florham Park | NJ | 2002 | 1 | $6,000,000,000 | 13 | 50,000 |
| OneDigital - Georgia | Atlanta | GA | 2021 | 4 | $5,900,000,000 | 335 | 50,000 |
| Houston QPA | Overland Park | KS | 2018 | 7 | $5,850,012,566 | 91 | 120,000 |
| SageView - Virginia | Richmond | VA | 2007 | 5 | $5,500,000,000 | 71 | 79,193 |
| Gallagher Retirement Boston | Boston | MA | 8 | $5,100,000,000 | 220 | 72,000 | |
| MMA Retirement Services - Upper Midwest Region | Minneapolis | MN | 1986 | 12 | $5,025,000,000 | 287 | 122,000 |
| SageView - Austin | Austin | TX | 2002 | 1 | $5,000,000,000 | 61 | 100,000 |
| The Mott Group at Graystone Consulting | Houston | TX | 2013 | 2 | $5,000,000,000 | 45 | 54,000 |
| Precept Advisory Group | Irvine | CA | 1987 | 6 | $4,827,170,902 | 66 | 65,000 |
| Retirement Plan Advisors | Chicago | IL | 2000 | 56 | $4,662,615,747 | 688 | 78,453 |
| The Catanella Institutional Consulting Team at UBS | Philadelphia | PA | 1992 | 2 | $4,652,424,165 | 21 | 48,014 |
| The D’Aiutolo Malcolm & Associates Investment Consulting Group at UBS | Buffalo | NY | 2008 | 3 | $4,600,000,000 | 110 | 55,000 |
| Bolton Investment | Baltimore | MD | 1994 | 5 | $4,579,907,947 | 76 | 77,258 |
| Qualified Plan Advisors Nebraska | Omaha | NE | 2018 | 3 | $4,567,289,902 | 165 | 40,000 |
| CAPTRUST -Santa Barbara | Santa Barbara | CA | 1988 | 3 | $4,500,573,305 | 102 | 115,583 |
| OneDigital - Utah Team | Sandy | UT | 1990 | 6 | $4,500,000,000 | 190 | 70,000 |
| OneDigital Retirement | Red Bank | NJ | 1981 | 5 | $4,257,896,178 | 186 | 36,942 |
| Bridgehaven Fiduciary Partners | Warren | NJ | 2006 | 2 | $4,200,000,000 | 78 | 64,000 |
| Princeton/Park Avenue Investment Consulting at UBS | Princeton | NJ | 2019 | 7 | $4,195,799,891 | 18 | 28,548 |
| Greenspring Advisors - Institutional Client Group | Towson | MD | 2004 | 4 | $4,100,000,000 | 153 | 60,000 |
| Enterprise Retirement Solutions | Houston | TX | 1996 | 7 | $4,095,000,000 | 208 | 51,000 |
| The Wilshinsky Group at Graystone Consulting | New York | NY | 1972 | 4 | $4,082,000,000 | 63 | 60,000 |
| Gallagher Mount Laurel, NJ | Mount Laurel | NJ | 2008 | 5 | $4,028,136,625 | 123 | 56,366 |
| ProCourse Fiduciary Advisors | Carmel | IN | 2012 / 1998 | 6 | $3,871,785,789 | 164 | 68,000 |
| Procyon Partners, LLC | Shelton | CT | 2017 | 19 | $3,600,000,000 | 110 | 50,000 |
| SSRBA, a HUB International Company | Pearl River | NY | 2006 | 4 | $3,590,747,398 | 85 | 50,916 |
| Millennium Advisory Services, Inc. a HUB International Company | Glen Allen | VA | 2001 | 11 | $3,586,000,000 | 73 | 44,700 |
| GRP Financial California, a division of HUB International | San Clemente | CA | 2014 | 4 | $3,457,000,000 | 148 | 64,497 |
| Tower Circle Partners of Janney Montgomery Scott | Franklin | TN | 2008 | 2 | $3,437,280,628 | 28 | 120,000 |
| Pensionmark Nashville | Brentwood | TN | 2016 | 3 | $3,300,000,000 | 30 | 77,000 |
| Oswald Financial, Inc. | Cleveland | OH | 1999 | 7 | $3,297,226,285 | 312 | 81,930 |
| Handler Investment Consulting Group | Beverly Hills | CA | 1989/2014 | 8 | $3,250,000,000 | 62 | 45,000 |
| Trillium Partners at UBS | Atlanta | GA | 1983 | 2 | $3,250,000,000 | 77 | 100,000 |
| HB Retirement | Pittsburgh | PA | 2005 | 17 | $3,157,000,000 | 300 | 57,000 |
| Graystone Consulting-Atlanta | Atlanta | GA | 1997 | 2 | $3,091,052,524 | 78 | 46,971 |
| Strategic Retirement Partners - Indianapolis/Columbus | Shorewood | IL | 2004 | 2 | $3,056,967,165 | 67 | 50,945 |
| Robinson Private Client Group of Oppenheimer & Co. Inc. | Winston-Salem | NC | 2009 | 2 | $3,050,400,067 | 36 | 47,585 |
| Legacy Strategic Asset Management of Wells Fargo Advisors | Hudson | OH | 1987 | 6 | $3,049,222,300 | 13 | 34,281 |
| Strategic Retirement Partners - Northeast | Shorewood | IL | 2000 | 1 | $3,027,824,616 | 87 | 24,639 |
| MMA Retirement Services - Midwest Region | Schaumburg | IL | 2006 | 7 | $2,989,000,000 | 225 | 68,500 |
| Shepherd Financial, LLC | Carmel | IN | 2015 | 12 | $2,963,990,724 | 235 | 49,586 |
| Spectrum Investment Advisors | Mequon | WI | 1995 | 16 | $2,939,387,918 | 154 | 42,768 |
| NWK Group | San Francisco | CA | 2002 | 4 | $2,916,483,992 | 62 | 22,500 |
| Cornerstone Advisors Asset Management, LLC | Bethlehem | PA | 1997 | 25 | $2,898,335,680 | 138 | 35,000 |
| Wintrust Retirement Benefits Advisors | Chicago | IL | 2011 | 4 | $2,750,000,000 | 195 | 56,000 |
| Graystone Consulting Columbus|Grand Rapids | Columbus | OH | 1999 | 8 | $2,600,000,000 | 53 | 65,000 |
| Burnham Gibson Wealth Advisors, LLC, A Baldwin Risk Partner | Irvine | CA | 2016 | 9 | $2,587,488,895 | 131 | 42,877 |
| OneDigital - Tampa | Tampa | FL | 2004 | 3 | $2,565,000,000 | 128 | 47,230 |
| J&R Group at Merrill Lynch | Chicago | IL | 1994 | 7 | $2,563,408,160 | 119 | 50,000 |
| DH Consulting of Raymond James | Beverly Hills | CA | 2014/2014 | 6 | $2,550,000,000 | 42 | 18,000 |
| AFS 401(k) Retirement Services, LLC | Bethesda | MD | 2006 | 4 | $2,495,000,000 | 96 | 22,500 |
| The Vierra Group at UBS | Rockland | MA | 1981 | 3 | $2,480,222,900 | 71 | 42,476 |
| SageView West Palm Beach | West Palm Beach | FL | 2007 | 5 | $2,462,741,386 | 69 | 74,000 |
| OneDigital Orlando | Orlando | FL | 1997 | 4 | $2,450,000,000 | 203 | 140,000 |
| Kelliher Corbett Group at Morgan Stanley | Norwell | MA | 1992 | 6 | $2,444,564,765 | 65 | 30,000 |
| H&H Advisors | Bloomfield | CT | 1996 | 4 | $2,434,297,000 | 93 | 24,000 |
| Pacific Portfolio Consulting, LLC | Seattle | WA | 1992 | 7 | $2,400,288,054 | 44 | 33,982 |
| Merrill - The Howell & Sharp Group | Grand Rapids | MI | 2000 | 6 | $2,399,545,721 | 154 | 45,038 |
| CAPTRUST -Harrisonburg | Harrisonburg | VA | 1994 | 2 | $2,399,283,366 | 40 | 27,960 |
| HUB Retirement and Wealth Management (formerly Washington Financial Group) | McLean | VA | 1983 | 4 | $2,350,000,000 | 248 | 29,500 |
| OneDigital - Bay Area | Lafayette | CA | 2007 | 9 | $2,250,000,000 | 258 | 39,000 |
| Princeton Financial Partners – RBC Wealth Management | Princeton | NJ | 2018 | 4 | $2,200,000,000 | 26 | 31,000 |
| CAPTRUST -Phoenix | Phoenix | AZ | 2002 | 4 | $2,114,341,509 | 67 | 35,477 |
| HUB Retirement & Wealth Management - Houston, TX | Houston | TX | 2002 | 4 | $2,102,271,022 | 126 | 52,700 |
| The Beacon Group of Morgan Stanley | Blue Bell | PA | 1997 | 3 | $2,000,000,000 | 105 | 5,000 |
| Strategic Retirement Partners - Midwest | Shorewood | IL | 2000 | 3 | $1,975,994,874 | 129 | 48,532 |
| Christensen Group | Eden Prairie | MN | 2009 | 1 | $1,900,000,000 | 220 | 9,500 |
| SageView Hawaii | Honolulu | HI | 2015 | 1 | $1,812,458,866 | 36 | 13,894 |
| HUB Retirement and Wealth Management - Woodbury, NY | Woodbury | NY | 2 | $1,800,000,000 | 48 | 26,000 | |
| The Ratay Group at Morgan Stanley | Fort Myers | Fl | 2002 | 2 | $1,800,000,000 | 50 | 7,000 |
| Beacon Pointe Advisors | Newport Beach | CA | 2002 | 6 | $1,790,000,000 | 210 | 7,500 |
| Woodruff Sawyer | San Francisco | CA | 1985 | 2 | $1,770,181,635 | 74 | 30,630 |
| SageView Twin Cities - Golden Valley | Golden Valley | MN | 2006 | 6 | $1,750,000,000 | 149 | 24,000 |
| Comperio Retirement Consulting | Cary | NC | 2006 | 3 | $1,746,385,093 | 37 | 21,000 |
| Graystone Consulting - Pacific Mountain | Portland | OR | 2004 | 1 | $1,700,000,000 | 51 | 18,500 |
| Three Bell Capital | Los Altos | CA | 2011 | 5 | $1,700,000,000 | 206 | 20,000 |
| CAPTRUST -Boston | Boston | MA | 2012 | 2 | $1,686,364,718 | 33 | 39,459 |
| Merrill - The Wenzel Group | Houston | TX | 2022 | 2 | $1,583,815,087 | 42 | 15,000 |
| CAPTRUST -Austin | Austin | TX | 2010 | 2 | $1,577,345,825 | 39 | 14,907 |
| HUB Investment Advisors, Inc. | Omaha | NE | 1992 | 2 | $1,576,864,047 | 81 | 19,000 |
| Lawley Retirement Advisors | Buffalo | NY | 2011 | 5 | $1,575,000,000 | 166 | 27,500 |
| Northeast Financial Group - UBS Financial Services | Woodfield | NJ | 1995 | 2 | $1,517,031,825 | 78 | 13,051 |
| Plexus Financial Services, LLC | Buffalo Grove | IL | 1990 | 3 | $1,500,000,000 | 80 | 30,000 |
| Valley Forge Investment Consultants, Inc. | Berwyn | PA | 1991 | 7 | $1,500,000,000 | 142 | 24,000 |
| HORAN | Cincinnati | OH | 1948 | 12 | $1,460,638,499 | 76 | 18,005 |
| CAPTRUST -Pittsburgh | Pittsburgh | PA | 2003 | 1 | $1,454,199,324 | 27 | 12,413 |
| CAPTRUST -Sacramento | Sacramento | CA | 1987 | 4 | $1,446,490,590 | 179 | 3,821 |
| Graystone Consulting - Charleston, WV | Charleston | WV | 2006 | 7 | $1,400,000,000 | 56 | 26,500 |
| Merrill - Pantucci Bonvechio Group | Los Angeles | CA | 2002 | 4 | $1,392,517,892 | 38 | 28,000 |
| Strategic Retirement Partners - Northern California | Shorewood | IL | 2003 | 3 | $1,381,935,328 | 90 | 16,593 |
| OneGroup Retirement Advisors | Syracuse | NY | 2015 | 4 | $1,307,065,417 | 168 | 17,368 |
| Gaertner Investment Consulting | Westlake | OH | 2005 | 3 | $1,300,000,000 | 101 | 13,500 |
| HUB Mid Atlantic TIE | Rockville | MD | 2000 | 3 | $1,300,000,000 | 116 | 23,500 |
| MMA Retirement Services - Northeast Region | Saddle Brook | NJ | 1926 | 3 | $1,260,000,000 | 126 | 32,000 |
| Deschutes Investment Consulting, LLC | Portland | OR | 1997 | 3 | $1,250,000,000 | 80 | 37,430 |
| Fiduciary Plan Partners | Westfield | NJ | 2016 | 1 | $1,250,000,000 | 71 | 38,000 |
| Pensionmark Southern California | Irvine | CA | 2022 | 4 | $1,244,000,000 | 179 | 35,000 |
| The Lehigh Valley Group at Morgan Stanley | Allentown | PA | 1999 | 4 | $1,243,000,000 | 74 | 15,300 |
| CAPTRUST -Chesterton | Chesterton | IN | 2004 | 5 | $1,235,891,013 | 139 | 19,210 |
| CAPTRUST -Los Angeles | Westlake Village | CA | 2009 | 2 | $1,227,896,372 | 15 | 16,562 |
| OneDigital - Nashville | Overland Park | KS | 2007 | 2 | $1,202,852,498 | 53 | 17,994 |
| Impact Wealth Management | Irvine | CA | 2009 | 18 | $1,200,600,000 | 1,100 | 12,800 |
| 401(k) Plan Professionals | Edina | MN | 2007 | 4 | $1,200,000,000 | 126 | 11,000 |
| FSRP or Financial Strategies Retirement Partners | Bedford | NH | 2007 | 9 | $1,200,000,000 | 208 | 18,567 |
| Raffa Retirement Services, a division of HUB International Mid-Atlantic | Rockville | MD | 1996 | 4 | $1,200,000,000 | 179 | 15,800 |
| The Banas/Yu Wealth Management Group - UBS Financial Services | Chicago | IL | 1994 | 2 | $1,200,000,000 | 25 | 10,000 |
| Graystone Consulting - The Brice Group | Birmingham | MI | 1967 | 5 | $1,181,000,000 | 82 | 22,800 |
| Strategic Retirement Partners - Great Lakes | Shorewood | IL | 2001 | 4 | $1,165,573,510 | 124 | 16,621 |
| a.P. Lubrano & Company, Inc. | Paoli | PA | 1989 | 14 | $1,163,924,718 | 39 | 63,000 |
| Graystone Northern New England - The Dubie Group | Colchester | VT | 1997 | 2 | $1,162,000,000 | 124 | 18,875 |
| Finspire, LLC | Schaumburg | IL | 2018 | 3 | $1,150,000,000 | 63 | 33,000 |
| Aldrich Wealth | Lake Oswego | OR | 1998 | 5 | $1,130,497,118 | 86 | 11,535 |
| The Waterford Group, an Alera Group Company | Rochester | NY | 2011 | 2 | $1,117,880,547 | 149 | 13,000 |
| Infinitas | Overland Park | KS | 1990 | 25 | $1,117,359,567 | 164 | 18,728 |
| Merrill - KBTJ&P Group | Fairfield | CT | 2007 | 5 | $1,110,784,781 | 76 | 14,000 |
| RSG Advisory | Portsmouth | NH | 2005 | 8 | $1,107,000,000 | 166 | 15,112 |
| Merrill - The Kass/Freeman Group | New York | NY | 2021 | 3 | $1,105,116,371 | 19 | 25,000 |
| M3 Financial | Madison | WI | 2010 | 8 | $1,100,000,000 | 144 | 21,000 |
| Quintes Financial Services, a division of HUB International | Sacramento | CA | 1986 | 3 | $1,100,000,000 | 225 | 20,000 |
| RCM&D Retirement Services | Towson | MD | 2012 | 3 | $1,100,000,000 | 65 | 9,500 |
| The Retirement Strategies Group - UBS Financial Services | Cincinnati | OH | 1990 | 4 | $1,100,000,000 | 45 | 20,000 |
| Merrill - GRAT Team | Northbrook | IL | 1994 | 2 | $1,081,291,041 | 40 | 10,000 |
| JKJ Retirement Services | Newtown | PA | 1934 | 2 | $1,078,000,000 | 76 | 7,100 |
| Renaissance Benefit Advisors | Atlanta | GA | 2008 | 2 | $1,070,420,149 | 26 | 12,954 |
| FRS Advisors | Wayne | PA | 2002 | 7 | $1,067,066,320 | 146 | 26,103 |
| Retirement & Benefit Partners | Barrington | RI | 2017 | 4 | $1,030,715,518 | 58 | 11,486 |
| Merrill - The Hagwood Tomoda Group | Wellesley | MA | 2001 | 5 | $1,016,968,340 | 51 | 10,000 |
| Kathmere Capital Management | Wayne | PA | 2016 | 3 | $1,013,165,900 | 123 | 19,200 |
| Advo(k)ate Advisors | Birmingham | AL | 1982 | 2 | $1,010,000,000 | 97 | 22,000 |
| Bosart Wealth Management Group – RBC Wealth Management | Bloomfield Hills | Mi | 1996 | 4 | $1,000,000,000 | 75 | 7,500 |
| Graystone West Los Angeles | Beverly Hills | CA | 2022 | 4 | $1,000,000,000 | 60 | 45,000 |
| SageView Advisory - Colorado | Louisville | CO | 2015 | 2 | $1,000,000,000 | 32 | 13,000 |
| First Western Trust Retirement Services Group | Denver | CO | 2007 | 3 | $987,743,553 | 86 | 18,688 |
| MMA Retirement Services - Southwest Region | Dallas | TX | 1926 | 5 | $975,000,000 | 118 | 40,000 |
| Excelsior Wealth Management at Morgan Stanley | New York | NY | 1997 | 3 | $950,703,500 | 34 | 12,158 |
| CSi Advisory Services, a division of HUB International | Indianapolis | IN | 1971 | 4 | $945,471,669 | 272 | 24,567 |
| EPIC Retirement Services Consulting, LLC, a division of HUB International Northeast Limited | New York | NY | 2001 | 3 | $942,986,403 | 60 | 8,400 |
| Hickok & Boardman Retirement Solutions, a Pensionmark Financial Group advisory team | Burlington | VT | 1989 | 3 | $941,233,069 | 87 | 13,307 |
| Campbell Courtright Group of Raymond James | Boise | ID | 2002 | 3 | $920,283,187 | 47 | 14,788 |
| FinDec | Stockton | CA | 1997 | 6 | $913,600,000 | 410 | 18,000 |
| SFP Wealth | Wellesley | MA | 2005 | 3 | $892,000,000 | 185 | 20,000 |
| CAPTRUST -Houston | Houston | TX | 2009 | 2 | $873,141,925 | 23 | 6,929 |
| Pensionmark Austin | Austin | TX | 2010 | 1 | $868,600,000 | 69 | 19,900 |
| Schneider Downs Wealth Management Advisors, LP | Pittsburgh | PA | 2000 | 8 | $855,024,619 | 107 | 13,608 |
| CCR Wealth Management, LLC | Westborough | MA | 2001 | 4 | $844,780,900 | 365 | 8,000 |
| Hauser Retirement Solutions | Cincinnati | OH | 2012 | 5 | $844,597,982 | 97 | 25,613 |
| The Gibson Group at Morgan Stanley | Sugar Land | TX | 2005 | 2 | $835,260,000 | 40 | 13,125 |
| HUB Retirement and Wealth Management - Fort Worth, TX | Fort Worth | TX | 2007 | 2 | $834,000,000 | 140 | 20,000 |
| Abeyta Bueche & Sanders Group | San Antonio | TX | 2005 | 4 | $825,000,000 | 45 | 13,000 |
| Strategic Financial Solutions | Cedar Rapids | IA | 1990 | 7 | $825,000,000 | 70 | 12,500 |
| Venture Visionary Partners LLC | SYLVANIA | OH | 2019 | 3 | $810,520,117 | 97 | 16,675 |
| ISC Advisors, Inc. | Dallas | TX | 1989 | 5 | $808,686,139 | 208 | 14,000 |
| Merrill - Ellison Kiber | Columbia | SC | 1983 | 11 | $803,687,974 | 62 | 11,645 |
| The Legacy Group | Jericho | NY | 2020 | 7 | $800,000,000 | 198 | 30,000 |
| Ancora Retirement Plan Advisors | Cleveland | OH | 2001 | 4 | $791,785,526 | 179 | 13,741 |
| Merrill - The Beacon Group | Red Bank | NJ | 1996 | 6 | $777,432,560 | 41 | 20,000 |
| Stark Miller Financial Benefits Group | Lafayette | CA | 1967 | 2 | $774,525,123 | 109 | 8,514 |
| Sapers & Wallack Retirement Consulting | Newton | MA | 1964 | 5 | $772,832,430 | 58 | 8,639 |
| The Schneck Kelnhofer Group at Baird | Milwaukee | WI | 1999 | 2 | $772,206,126 | 44 | 4,000 |
| CAPTRUST -Columbia, MD | Columbia | MD | 1 | $761,499,616 | 9 | 12,208 | |
| Sikich Financial | Maple Grove | MN | 2014 | 2 | $758,000,000 | 58 | 9,900 |
| The J.K. Meek Group at Graystone Consulting | Baltimore | MD | 1992 | 7 | $756,880,000 | 19 | 12,830 |
| Strategic Retirement Partners - Western New York | Shorewood | NY | 2001 | 2 | $746,695,393 | 74 | 21,626 |
| Silicon Valley Retirement Services | San Jose | CA | 2010 | 2 | $740,000,000 | 52 | 12,500 |
| GBS Retire | Salt Lake City | UT | 2018 | 2 | $733,109,631 | 166 | 35,465 |
| SageView Valencia | Newport Beach | CA | 2005 | 2 | $731,541,000 | 62 | 5,235 |
| Continuity Group Wells Fargo Advisors | Eugene | OR | 1999 | 8 | $730,000,000 | 110 | 13,741 |
| SevenHills Benefit Partners (Pensionmark) | Bloomington | MN | 1986 | 2 | $724,436,983 | 69 | 8,843 |
| SEIA - Team Keenan | Tysons Corner | VA | 1997 | 3 | $710,000,000 | 115 | 15,000 |
| CAPTRUST -Lake Success | Lake Success | NY | 1981 | 1 | $706,915,584 | 21 | 11,417 |
| The Clift Group – RBC Wealth Management | Dallas | Texas | 1985 | 3 | $703,614,000 | 24 | 28,250 |
| Pensionmark Meridien | Providence | RI | 1974 | 5 | $700,000,000 | 80 | 2,500 |
| The Gehler Luedke Group | Madison | WI | 2006 | 2 | $699,754,510 | 9 | 9,828 |
| Plan Sponsor Consultants, A Division of Hub International | Alpharetta | GA | 2008 | 4 | $690,000,000 | 32 | 5,800 |
| CFS Investment Advisory Services, LLC | Totowa | NJ | 1993 | 2 | $680,000,000 | 110 | 7,000 |
| Merrill - The GGR Group | Carmel | CA | 2002 | 3 | $663,432,869 | 80 | 10,107 |
| Merrill - The Angelone & Berkman Group | Greenwich | CT | 2002 | 2 | $657,898,157 | 100 | 30,000 |
| Arvest Wealth Management - Retirement Plan Consulting | Rogers | AR | 1986 | 9 | $657,622,948 | 242 | 14,571 |
| The Bearing Group | Chicago | IL | 1992 | 4 | $638,000,000 | 40 | 5,200 |
| Aegis Retirement Group, a division of HUB Retirement and Private Wealth | Memphis | TN | 2012 | 1 | $635,000,000 | 128 | 14,500 |
| PPS Retirement Advisors | Williamsville | NY | 2017 | 2 | $634,032,855 | 107 | 9,140 |
| Strategic Retirement Partners - Mid-Atlantic | Shorewood | IL | 1976 | 3 | $630,649,569 | 64 | 11,800 |
| Merrill - CBC Group | Charlotte | NC | 1998 | 13 | $620,036,675 | 34 | 11,700 |
| OneDigital | Hauppauge | NY | 1995 | 3 | $620,000,000 | 160 | 160 |
| Merrill - Migraine, Jerding & Rao Wealth Management | Houston | TX | 2000 | 4 | $612,156,812 | 21 | 27,000 |
| Merrill - The Andraos Group | Reston | VA | 2014 | 4 | $608,906,146 | 128 | 5,000 |
| Beltz Ianni & Associates | Rochester | NY | 2001 | 15 | $608,270,617 | 97 | 9,549 |
| RTD Financial Advisors | Philadelphia | PA | 1983 | 20 | $601,758,000 | 63 | 4,942 |
| Aprio Retirement Plan Services | Atlanta | GA | 3 | $593,516,325 | 204 | 10,000 | |
| LHD Retirement | Indianapolis | IN | 2004 | 3 | $590,884,886 | 87 | 11,400 |
| Kidder Advisers, Inc. | Urbandale | IA | 1996 | 7 | $588,000,000 | 157 | 7,800 |
| The Oaktide Group at Morgan Stanley | Rochester | NY | 2014 | 4 | $586,000,000 | 54 | 9,300 |
| CSG Capital Partners of Janney Montgomery Scott | Washington | DC | 2004 | 5 | $572,000,000 | 35 | 11,275 |
| Peninsula Financial Group at UBS | San Mateo | CA | 2020 | 5 | $567,537,828 | 37 | 8,044 |
| The HF Retirement Group of Wells Fargo Advisors | Los Angeles | CA | 2006 | 3 | $565,000,000 | 80 | 7,000 |
| Abbey Street | Eden Prairie | MN | 2018 | 1 | $560,000,000 | 44 | 10,000 |
| Brio Benefit Consulting, Inc. | New York | NY | 2008 | 2 | $560,000,000 | 55 | 13,360 |
| Forrester Wealth Advisors of Janney Montgomery Scott, LLC | Washington , DC | DC | 2018 | 2 | $554,000,000 | 18 | 5,400 |
| Tao Investments Hawai`i | Honolulu | HI | 2004 | 5 | $551,904,595 | 92 | 6,497 |
| Achieve Retirement | Denver | CO | 2005 | 2 | $550,000,000 | 195 | 17,710 |
| Pensionmark- Cincinnati | Cleves | OH | 2018 | 1 | $545,542,000 | 28 | 22,542 |
| Merrill - Saad Vannatta & Associates | Mount Pleasant | SC | 2009 | 4 | $537,863,574 | 45 | 7,800 |
| CG Financial Services | Williamston | MI | 1990 | 10 | $535,990,869 | 169 | 11,452 |
| Merrill - The Horton Team | Hartford | CT | 2011 | 4 | $535,690,584 | 59 | 15,000 |
| New Aspect Financial Services | Napa | CA | 2015 | 6 | $526,634,429 | 75 | 4,500 |
| Capital Benefits, LLC | FAIRFIELD | NJ | 2006 | 2 | $525,000,000 | 79 | 3,100 |
| Summit Business Solutions | Greenwood | IN | 2005 | 3 | $525,000,000 | 303 | 12,100 |
| The Fortis Wealth Management Group at Morgan Stanley | Columbus | OH | 2015 | 11 | $517,349,755 | 68 | 13,687 |
| Twelve Points Retirement Advisors | Concord | MA | 2015 | 5 | $507,763,945 | 123 | 5,685 |
| BID (Bivona, Impelluso & Decker) Retirement Group – RBC Wealth Management | Glastonbury | CT | 2019 | 3 | $507,517,035 | 37 | 21,000 |
| DDMP Investment Advisors | Elizabethtown | PA | 2006 | 4 | $505,000,000 | 103 | 8,000 |
| LoVasco Consulting Group | Detroit | MI | 2005 | 3 | $500,350,391 | 77 | 6,555 |
| GEN Group – RBC Wealth Management | Mclean | VA | 2004 | 4 | $488,486,904 | 48 | 3,550 |
| Merrill - Hammond, Martin & Associates | Muskegon | MI | 2019 | 4 | $488,309,935 | 16 | |
| Merrill - Waarbroek-Lin Group | Los Angeles | CA | 2005 | 3 | $484,704,286 | 41 | 7,280 |
| Retirement Plan Consulting Group | Hauppauge | NY | 2016 | 5 | $484,256,238 | 123 | 20,000 |
| Hilb Group Retirement Services | Cranston | RI | 2009 | 1 | $478,064,237 | 191 | 10,192 |
| Marcum Wealth | Cleveland | OH | 2014 | 1 | $478,000,000 | 140 | 10,000 |
| Latus Group, Ltd. | Las Vegas | NV | 2009 | 3 | $476,900,000 | 68 | 15,000 |
| Merrill - The Cogan Bonelli Wealth Management Team | Woodland Hills | CA | 2005 | 2 | $462,006,929 | 210 | 15,000 |
| OneDigital - Denver | Overland Park | KS | 2015 | 2 | $460,000,000 | 85 | 35,000 |
| Stanger Tacktill Group | Melville | NY | 2005 | 4 | $460,000,000 | 26 | 13,500 |
| Westgate Capital Consultants | University Place | WA | 1986 | 4 | $453,342,720 | 99 | 8,000 |
| Colton Groome Financial | Asheville | NC | 1950 | 5 | $453,000,000 | 90 | 15,000 |
| Summit Financial Group, Inc. | Dallas | TX | 1988 | 3 | $451,000,000 | 107 | 7,348 |
| Stonebridge Financial Group | Grand Rapids | MI | 2004 | 5 | $450,000,000 | 100 | 5,500 |
| Strategic Retirement Partners - Los Angeles | Shorewood | IL | 2012 | 3 | $447,189,804 | 80 | 20,294 |
| SVB Private | Boston | MA | 2015 | 2 | $444,648,069 | 59 | 8,300 |
| Pathlight Advisors | Scottsdale | AZ | 2019 | 3 | $442,114,348 | 95 | 24,268 |
| Connor & Gallagher OneSource | Lisle | IL | 2016 | 3 | $426,000,000 | 91 | 9,500 |
| Insight Financial Solutions | Grand Junction | CO | 2007 | 5 | $426,000,000 | 83 | 7,300 |
| Financial Management Network | Mission Viejo | CA | 1993 | 3 | $425,579,000 | 156 | 7,521 |
| Merrill - Laub Kuhn Wealth Management Group | Wichita | KS | 1992 | 3 | $425,000,000 | 42 | 8,000 |
| Retirement Impact | Andover | MA | 2021 | 2 | $411,175,439 | 32 | 3,793 |
| Becker Suffern McLanahan, Ltd. | Mandeville | LA | 1962 | 3 | $406,993,159 | 163 | 5,738 |
| RPS Retirement Plan Advisors | Austin | TX | 2014 | 4 | $405,000,000 | 24 | 8,935 |
| AID Wealth Solutions Group – RBC Wealth Management | Nashville | TN | 2018 | 2 | $404,511,676 | 23 | 6,317 |
| CAPTRUST -Greenwich | Greenwich | CT | 2013 | 2 | $402,886,027 | 10 | 6,455 |
| Strategic Retirement Partners - Upper Midwest | Shorewood | IL | 2010 | 3 | $400,657,388 | 66 | 12,314 |
| Karelitz Group at Morgan Stanley | Wellesley | MA | 2014 | 6 | $400,000,000 | 109 | 20,000 |
| The Bailey Group | St. Augustine | FL | 1996 | 2 | $400,000,000 | 42 | 10,000 |
| Merrill - Nietenhoefer & Associates | Fort Worth | TX | 1997 | 1 | $394,961,139 | 87 | 3,500 |
| Strategic Retirement Partners - Oklahoma | Shorewood | IL | 2004 | 1 | $394,563,533 | 26 | 11,226 |
| Equanimity Wealth Management | Okemos | MI | 1992 | 1 | $391,979,051 | 41 | 4,000 |
| Merrill - Ma Teigen Group | Pasadena | CA | 2008 | 2 | $391,578,819 | 39 | 4,700 |
| Veery Capital | Wilmington | DE | 2012 | 3 | $390,000,000 | 55 | 4,690 |
| Smith Thornton Advisors | Huntsville | AL | 2011 | 4 | $385,154,614 | 21 | 5,439 |
| Legacy 401k Partners | Grapevine | TX | 2009 | 2 | $380,000,000 | 25 | 14,500 |
| Anderson Financial | Brookeville | MD | 2014 | 3 | $379,000,000 | 46 | 7,500 |
| JMB Wealth Management, Inc. | Torrance | CA | 2006 | 1 | $375,000,000 | 60 | 10,000 |
| Strategic Retirement Partners - Central Florida | Shorewood | IL | 2009 | 1 | $359,788,222 | 52 | 6,945 |
| Merrill - The Nelson Remey Retirement Group at Merrill Lynch | Red Bank | NJ | 2017 | 3 | $358,717,602 | 10 | 7,000 |
| One Digital - Basking Ridge | Basking Ridge | NJ | 1999 | 4 | $355,000,000 | 32 | 4,000 |
| Bienville Capital Group | Metaire | LA | 2003 | 1 | $352,617,630 | 122 | 8,000 |
| OnPoint Wealth Partners | Cleveland | OH | 2021 | 5 | $350,000,000 | 97 | 4,890 |
| Merrill - The Murray Hanseth Group | Boston | MA | 2017 | 2 | $346,466,503 | 30 | 3,612 |
| Lutz Financial - Omaha, NE | Omaha | NE | 2001 | 7 | $342,000,000 | 126 | 9,000 |
| QP Consulting, LLC | Takoma Park | MD | 2002 | 2 | $340,000,000 | 38 | 2,950 |
| The Sides Group – RBC Wealth Management | York | PA | 5 | $335,000,000 | 67 | 5,400 | |
| BGA Retirement Advisors | Lewiston | ME | 1996 | 3 | $333,000,000 | 83 | 1,500 |
| The Brown Group of Stifel | Fairport | NY | 1988 | 3 | $332,900,000 | 22 | 12,000 |
| Manhattan Ridge Advisors | New York | NY | 2006 | 8 | $332,745,150 | 73 | 7,385 |
| Strategic Retirement Partners - Austin | Shorewood | IL | 2003 | 2 | $330,873,737 | 89 | 9,827 |
| HUB International - Libertyville, IL | Libertyville | IL | 1996 | 1 | $330,000,000 | 116 | 4,800 |
| Retirement Fiduciary Group, LLC | Andover | MA | 2019 | 4 | $328,627,266 | 52 | 8,582 |
| The Dimino-Seewald Group – RBC Wealth Management | Red Bank | NJ | 2004 | 3 | $325,000,000 | 104 | 6,500 |
| TRITIS Wealth Management | Sugar Land | TX | 2012 | 4 | $325,000,000 | 205 | 8,500 |
| Bryson Financial | Long Beach | CA | 1989 | 3 | $323,220,034 | 1,559 | 22,332 |
| CAPTRUST -Greenville | Greenville | SC | 1996 | 4 | $316,599,094 | 47 | 2,801 |
| The BBM Group at Morgan Stanley | Morristown | NJ | 2012 | 4 | $315,000,000 | 58 | 4,500 |
| Merrill - Pfeffer/Stockard/Cacchione/Bauer Wealth Management Group | Erie | PA | 1983 | 4 | $312,254,046 | 46 | 4,000 |
| Newcleus Retirement Advisors | Newtown | PA | 2016 | 3 | $312,000,000 | 37 | 3,774 |
| Merrill - Buchman Cairns Reeves Frounfelker Team | Savannah | GA | 2019 | 5 | $310,529,507 | 13 | 4,874 |
| Strategic Financial Services, Inc. | Utica | NY | 1970 | 3 | $304,288,197 | 54 | 3,665 |
| Merrill - Pollock, Hammel, and Kezdi and Assoociates | Chattanooga | TN | 1996 | 5 | $302,452,905 | 31 | 30,000 |
| Merrill - The MG Group | Alpharetta | GA | 2001 | 2 | $299,736,504 | 39 | 10,000 |
| Merrill - Chang Hunter & Associates | San Francisco | CA | 2017 | 3 | $295,850,833 | 70 | 52,000 |
| Stokes Family Office, LLC | New Orleans | LA | 2019 | 5 | $288,846,268 | 39 | 2,936 |
| Strategic Retirement Partners - Michigan | Shorewood | IL | 2012 | 3 | $287,145,991 | 33 | 3,383 |
| The Saunders Investment Group at UBS | New York | NY | 1999 | 1 | $281,403,342 | 25 | 2,330 |
| The Lynnvest Group – RBC Wealth Management | Beverly Hills | CA | 2006 | 3 | $278,356,258 | 27 | 3,615 |
| Lifetime Companies | Gaithersburg | MD | 1999 | 2 | $276,677,300 | 34 | 5,058 |
| Merrill - Murray Dragotta Group | Darien | CT | 2007 | 3 | $276,543,468 | 82 | 5,500 |
| Alpha Capital Management Group | Greenwood Village | CO | 2015 | 3 | $275,181,244 | 377 | 9,000 |
| Strategic Retirement Partners - Nashville | Shorewood | IL | 2008 | 2 | $273,934,452 | 30 | 7,061 |
| Wheeler Associates | Duluth | MN | 1934 | 3 | $272,376,341 | 64 | 6,500 |
| Merrill - Negrete & Associates | Napa | CA | 2019 | 4 | $271,603,432 | 64 | 3,408 |
| Merrill - Aquirre-Jankowski Group | Doylestown | PA | 2004 | 2 | $267,932,246 | 80 | 5,380 |
| Equity Planning Group | Toledo | OH | 1999 | 3 | $265,488,078 | 80 | 4,900 |
| The MTN Group at J.P. Morgan | Dallas | TX | 2009 | 4 | $265,000,000 | 14 | 2,341 |
| Fiduciary Wealth Management | Reston | VA | 2010 | 2 | $264,598,166 | 91 | 7,500 |
| Eukles Wealth Management | Cincinnati | OH | 2011 | 5 | $260,000,000 | 40 | 5,100 |
| EverThrive Financial Group | Birmingham | AL | 2004 | 3 | $259,128,859 | 36 | 7,221 |
| Align Retirement Advisors | Lancaster | PA | 2007 | 5 | $257,000,000 | 27 | 8,578 |
| Horizon Financial Group | Baton Rouge | LA | 1999 | 3 | $251,000,000 | 73 | 5,800 |
| Webster Investments | Boston | MA | 2013 | 1 | $250,000,000 | 110 | 8,000 |
| Kirby Wealth Management Group | Champaign | IL | 1995 | 1 | $247,500,000 | 112 | 4,722 |
| Hamilton Capital | Columbus | OH | 1997 | 32 | $243,339,212 | 129 | N/A |
| Retirement Plan Solutions | Waukesha | WI | 2004 | 2 | $239,728,711 | 22 | 2,277 |
| Odyssey Financial Group LLC | Oklahoma City | OK | 2013 | 3 | $237,000,000 | 83 | 5,230 |
| Merrill - Collins Whitehurst Femat Group | San Antonio | TX | 1965 | 3 | $231,869,349 | 63 | 10,411 |
| Blueprint Financial - Retirement Advisor Team | Cleveland | OH | 2007 | 2 | $229,000,000 | 22 | 3,100 |
| Merrill - MLCS Group | Tulsa | OK | 2023 | 6 | $226,234,076 | 16 | 2,129 |
| Mid-Atlantic Planning Services | Allentown | PA | 1992 | 2 | $224,017,871 | 82 | 3,200 |
| Merrill - Post & Associates | Bloomfield Hills | MI | 2006 | 1 | $222,265,044 | 29 | 1,857 |
| The Converse Team | Wichita | KS | 2002 | 3 | $217,328,055 | 124 | 7,000 |
| Douglas R. Peete & Associates | Overland Park | KS | 1980 | 1 | $213,360,653 | 159 | 3,559 |
| DeNovo Advisory Group | Dallas | TX | 2012 | 7 | $210,000,000 | 48 | 4,300 |
| Merrill - Roche Hans Orders Group | Baltimore | MD | 1998 | 3 | $207,443,643 | 23 | 1,775 |
| The Edwards Group at Morgan Stanley | Columbus | OH | 1989 | 5 | $206,041,994 | 297 | 8,249 |
| Strategic Retirement Partners - Maryland | Shorewood | IL | 2005 | 1 | $205,962,863 | 25 | 2,227 |
| Merrill - Millwee Burkett Robinson and Associates | Little Rock | AR | 2008 | 3 | $204,198,676 | 35 | 3,500 |
| Panfang Fu - UBS Financial Services, Inc. | Newport Beach | CA | 1993 | 1 | $200,000,000 | 25 | 1,300 |
| Strategic Retirement Partners - Houston | Shorewood | IL | 1998 | 1 | $198,616,596 | 8 | 3,314 |
| Michael Clark, CFP® | Orlando | FL | 2008 | 1 | $198,000,000 | 27 | 11,000 |
| Integrated Wealth Solutions | Overland Park | KS | 1998 | 2 | $189,500,194 | 36 | 3,631 |
| Correct Capital Wealth Management | Saint Louis | MO | 2018 | 5 | $182,000,000 | 34 | 3,200 |
| DJM Financial Wealth Management & Insurance Services | Irvine | CA | 2017 | 9 | $180,000,000 | 138 | 2,600 |
| The Zelniker Dorfman Carr & Heritage Group at UBS | New York | NY | 1992 | 7 | $180,000,000 | 25 | 960 |
| N W Kaye Private Wealth Management | New Orleans | LA | 2015 | 4 | $176,600,000 | 5 | 1,524 |
| KerberRose Retirement Plan Services | Shawano | WI | 2016 | 2 | $174,574,901 | 138 | 2,983 |
| Merrill - The Hanna Group | New York | NY | 2018 | 4 | $174,172,529 | 25 | 3,000 |
| Merrill - Cliborne Winkler & Associates | Clearwater | FL | 2010 | 2 | $173,470,073 | 62 | 15,000 |
| Broadstone Advisors, LLC | Latham | NY | 1995 | 2 | $170,000,000 | 36 | 1,467 |
| Vital Planning Group | New York | NY | 2008 | 6 | $170,000,000 | 36 | 2,600 |
| The Woei Retirement Group of Wells Fargo Advisors | Tampa | FL | 1995 | 2 | $168,324,334 | 48 | 2,300 |
| Summit Group Retirement Planners, Inc. | Exton | PA | 2013 | 2 | $168,000,000 | 60 | 4,800 |
| Tancill Investment Group – RBC Wealth Management | Madison | WI | 4 | $167,996,623 | 16 | 2,166 | |
| Merrill - The Antonacci Group | New York | NY | 2019 | 2 | $167,963,941 | 16 | 200 |
| Merrill - Cunningham, Kiick & Associates at Merrill Lynch | Akron | OH | 2016 | 2 | $166,148,721 | 27 | 3,200 |
| Financial Technology, Inc. | East Lansing | MI | 1980 | 5 | $165,000,000 | 65 | 1,300 |
| Montanti Advisory Services | boca raton | FL | 1969 | 1 | $165,000,000 | 50 | 4,500 |
| Merrill - Fuson & Associates | Tacoma | WA | 2006 | 2 | $162,324,785 | 21 | 5,683 |
| IVC Wealth Advisors | Silverdale | PA | 2014 | 5 | $160,177,631 | 40 | 2,339 |
| Merrill - Eidlin-Kilmer & Associates | Pittsford | NY | 1992 | 5 | $158,020,787 | 41 | 2,655 |
| The Wiregrass Group at Morgan Stanley | Dothan | AL | 2002 | 5 | $154,801,722 | 84 | 7,531 |
| Merrill - Beckett George Wealth Management | Mount Laurel | NJ | 2018 | 5 | $151,809,621 | 26 | 6,000 |
| Garnett Retirement Group, a division of HUB International | Palm Harbor | FL | 2009 | 2 | $147,000,000 | 56 | 3,000 |
| Merrill - Courtney, Patrick & Tutwiler Group | Jacksonville | FL | 1998 | 4 | $145,283,002 | 20 | 4,500 |
| The LaCross Team – RBC Wealth Management | Albuquerque | NM | 2015 | 3 | $145,000,000 | 23 | 1,900 |
| Merrill - The Acuff | Beymer | Smith | Camp Wealth Management Group | Columbus | OH | 1998 | 4 | $144,727,663 | 15 | 3,223 |
| Merrill - Campbell, Johnson and Earl Wealth Management | Norfolk | VA | 1998 | 5 | $144,339,776 | 30 | 1,250 |
| The Etergino Group – RBC Wealth Management | Chevy Chase | MD | 1984 | 3 | $143,218,348 | 11 | 590 |
| Merrill - Trovas Barker Wealth Management Team | Cedar Rapids | IA | 2011 | 2 | $142,174,784 | 10 | 1,000 |
| Investors Brokerage of Texas, Ltd. | Waco | TX | 2000 | 2 | $141,097,061 | 32 | 2,151 |
| Morgan Capital Solutions, LLC | Southlake | TX | 2013 | 2 | $140,000,000 | 5 | 788 |
| Merrill - Baumer Wealth Management | Allentown | PA | 1983 | 2 | $137,988,508 | 17 | 2,231 |
| Legacy Wealth Management - UBS Financial Services | Melville | NY | 2019 | 4 | $137,341,329 | 24 | 2,395 |
| HFM Investment Advisors, LLC | Glassboro | NJ | 2017 | 4 | $133,259,067 | 43 | 3,434 |
| Merrill - The Russo Rosenstein Group | Garden City | NY | 2012 | 3 | $129,953,299 | 18 | 2,500 |
| Coastal Financial Strategies Group of Stifel | Southfield | MI | 2019 | 9 | $125,577,827 | 29 | 1,824 |
| CG Financial Services - South East | Charlotte | NC | 2009 | 2 | $125,000,000 | 33 | 1,400 |
| Specialized Retirement Consultants | Marquette | MI | 2021 | 1 | $123,337,000 | 1 | 2,190 |
| Merrill - The Seitz, Bosley, McLaughlin Group | North Bethesda | MD | 2006 | 3 | $123,036,696 | 15 | 2,000 |
| Merrill - The Weeber/Langdon Team | Wyomissing | PA | 2008 | 2 | $121,885,530 | 22 | 3,400 |
| Merrill - Price & Associates | Southlake | TX | 1995 | 3 | $121,611,876 | 17 | 1,347 |
| Merrill - The Bromberg Gerschel Group | New York | NY | 2014 | 4 | $120,836,330 | 13 | 10,000 |
| Rose Street Advisors | Kalamazoo | MI | 2012 | 1 | $120,308,333 | 36 | 1,819 |
| Flautt Financial | Brentwood | TN | 1990 | 3 | $120,000,000 | 26 | 1,800 |
| The Sentinel Ponte Vedra Group at Morgan Stanley | Ponte Vedra Beach | Fl | 2020 | 3 | $120,000,000 | 37 | 3,000 |
| Merrill - Connolly, Swezey & Wolf | Albany | NY | 2015 | 3 | $116,837,883 | 20 | 1,500 |
| Merrill - Frounfelker and Maley | Macon | GA | 2023 | 2 | $112,963,274 | 32 | 2,513 |
| Merrill - Seamen & Associates | Raleigh | NC | 1956 | 1 | $112,602,653 | 10 | 500 |
| Kieckhaefer Wealth Management Group – RBC Wealth Management | Delafield | WI | 2010 | 3 | $110,000,000 | 78 | 1,135 |
| Merrill - Maggs & Associates | Wyomissing | PA | 1993 | 5 | $108,759,673 | 15 | 1,600 |
| Merrill - ABCD Group | Jericho | NY | 2017 | 2 | $108,434,663 | 24 | 1,185 |
| Merrill - The Linke-Pearson Group | Stamford | CT | 2011 | 3 | $108,296,154 | 13 | 950 |
| Ridley and Hull Wealth Management Group of STIFEL | Bowling Green | KY | 1995 | 3 | $106,841,829 | 8 | 758 |
| Merrill - McBride/Mariani Group | Mystic | CT | 2003 | 2 | $105,133,708 | 17 | 710 |
| The Reserve Investments | Newport Beach | CA | 2011 | 4 | $102,856,987 | 50 | 1,988 |