Established in 2014, the list is drawn from nominations provided by NAPA Broker-Dealer/RIA Firm Partners, vetted by a blue ribbon panel of senior advisor industry experts based on a combination of quantitative and qualitative data submitted by the nominees. These “Young Guns” are widely seen as the future leaders of the retirement plan advisor industry.
In what has long been a male-dominated profession, a growing number of women are today making significant contributions to this field. We honor the best and brightest women in the industry, in three separate categories: Captains, All-Stars, and Rising Stars.
There’s only one list of the top wholesalers serving the DC industry. Check out NAPA’s “Allied Advisors” list — and learn about what’s behind it.
In this list, which debuted in September 2017, firms with a defined contribution (DC) practice are ranked by DC assets under advisement.
Firms with more than one office/physical location to be included, and with more than $1 billion in DC assets under advisement.
Advisors work with a variety of recordkeepers across different market segments, and in support of plans of all sizes and complexities—and advisors have identified the very best in the nation.