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Top DC Advisor Multi-Office Firms (2018)
| 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
|