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Top DC Advisor Multi-Office Firms

 

Firm City State Year
Est.
Total Asset Value
(as of 12/31/17)
Total # of Plans
(as of 12/31/17)
Total Participants
(as of 12/31/17)
RPAG Aliso Viejo CA 2004 $382,598,260,333
36,872
4,070,194
GRP Advisor Alliance Carlsbad CA 2015 $232,000,000,000
28,000
3,600,000
CAPTRUST Raleigh NC 1997 $203,720,207,284
2,078
5,000,000
NFP Aliso Viejo CA 2001 $135,000,000,000
1,391
1,400,000
Morgan Stanley Purchase NY 1935 $129,000,000,000
23,000
3,200,000
UBS Weehawken NJ 1862 $112,119,740,791
12,745
2,100,000
Cammack Retirement Group Wellesley MA 1965 $104,000,000,000
160
850,000
SageView Advisory Group Irvine CA 1989 $88,000,000,000
1,023
650,000
Wells Fargo Advisors St. Louis MO 1852 $85,161,145,056
47,012
N/A
Raymond James St. Petersburg FL 1962 $54,000,000,000
40,000
N/A
Independent Financial Partners Tampa FL 2000 $41,440,000,000
1,640
400,000
Pensionmark Financial Group, LLC Santa Barbara CA 1988 $32,000,000,000
2,500
375,000
Gallagher Retirement Plan Consulting Practice Rolling Meadows IL 1927 $30,730,107,262
1,367
607,613
Cetera Financial Group El Segundo CA   $28,500,000,000
13,750
N/A
Commonwealth Financial Network Waltham MA 1979 $16,763,988,814
5,945
158,635
Centurion Group, LLC Plymouth Meeting PA 2006 $16,200,000,000
180
545,000
CBIZ Retirement Plan Services/CBIZ Investment Advisory Services Cleveland OH 1998 $15,374,359,451
938
177,937
Sheridan Road Financial Northbrook IL 2005 $12,559,182,985
249
N/A
Marsh & McLennan Agency Retirement Services New York NY 1988 $11,845,125,000
807
194,000
Resources Investment Advisors Leawood KS 2010 $11,000,000,000
1,200
150,000
Blue Prairie Group Chicago IL 2002 $10,800,000,000
120
130,000
Newport Capital Group Red Bank NJ 2004 $10,800,000,000
126
127,785
Institutional Investment Consulting (IIC) Bloomfield Hills MI 2003 $10,500,000,000
62
63,000
Lockton Investment Advisors Washington DC 2007 $10,446,854,801
156
N/A
Compass Financial Partners Greensboro NC 2002 $8,900,000,000
142
98,000
PFE Advisors, Inc. Southborough MA 1996 $7,800,000,000
158
150,000
Qualified Plan Advisors Overland Park KS 1987 $7,800,000,000
410
70,900
Strategic Retirement Partners Shorewood IL 2015 $7,000,000,000
600
120,000
MRP Denver CO 2005 $4,900,000,000
214
50,525
Sentinel Pension Advisors, Inc. Wakefield MA 1998 $4,500,000,000
446
50,000
intellicents Albert Lea MN 1975,
rebranded
2016
$3,448,641,402
213
47,728
Soltis Investment Advisors St. George UT 1993 $3,000,000,000
121
70,000
Cafaro Greenleaf Red Bank NJ 1981 $2,600,000,000
130
70,000
Plan Sponsor Consultants Alpharetta GA 2008 $2,400,000,000
172
71,000
Bukaty Companies Financial Services Overland Park KS 2001 $2,250,000,000
305
50,000
Everhart Advisors Dublin OH 1995 $1,600,000,000
280
32,000
The Trust Company of Tennessee Knoxville TN 1987 $1,351,360,434
220
25,377
IMA Wealth, Inc. (f/k/a TrueNorth, Inc.) Wichita KS 1999 $1,306,058,850
195
26,500