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Top DC Advisor Teams (2018)
| Team | City | State | Year Est. |
# of Advisors | Total Asset Value (as of 12/31/17) | Total # of Plans (as of 12/31/17) | Total Participants (as of 12/31/17) |
|---|---|---|---|---|---|---|---|
| CAPTRUST Raleigh | Raleigh | NC | 1997 | 34 | $49,945,290,446 |
3,278
|
4,250,000
|
| CAPTRUST Richmond | Richmond | VA | 2005 | 2 | $48,432,514,342 |
176
|
554,000
|
| CAPTRUST Charlotte | Charlotte | NC | 2003 | 9 | $38,642,260,494 |
117
|
80,061
|
| Multnomah Group, Inc | Portland | OR | 2003 | 7 | $18,624,044,139 |
175
|
N/A
|
| CAPTRUST Minneapolis | Minneapolis | MN | 1995 | 11 | $18,015,107,057 |
91
|
205,000
|
| Centurion Group, LLC | Plymouth Meeting | PA | 2006 | 8 | $16,200,000,000 |
180
|
550,000
|
| Innovest Portfolio Solutions, LLC | Denver | CO | 1996 | 16 | $16,150,196,324 |
126
|
208,473
|
| Advanced Capital Group | Minneapolis | MN | 2002 | 9 | $15,089,967,457 |
99
|
135,000
|
| CAPTRUST Doylestown | Doylestown | PA | 2006 | 6 | $15,061,617,511 |
137
|
550,000
|
| FiduciaryVest,LLC | Atlanta | GA | 2005 | 7 | $13,113,302,175 |
48
|
201,000
|
| CAPTRUST Portland | Portland | ME | 2006 | 1 | $12,976,550,356 |
50
|
114,000
|
| CAPTRUST Lake Mary | Lake Mary | FL | 2010 | 1 | $10,000,000,000 |
45
|
125,000
|
| CAPTRUST Dallas | Dallas | TX | 2010 | 2 | $8,632,397,064 |
40
|
78,000
|
| Investment Research & Advisory Group | Atlanta | GA | 1992 | 6 | $8,000,000,000 |
102
|
125,000
|
| Francis Investment Counsel | Brookfield | WI | 1988 | 15 | $7,833,083,663 |
65
|
75,000
|
| CAPTRUST Atlanta | Atlanta | GA | 2005 | 2 | $7,317,302,553 |
50
|
96,500
|
| Gallagher - Illinois | Rolling Meadows | IL | 2004 | 9 | $7,100,000,000 |
216
|
201,000
|
| CAPTRUST Akron | Akron | OH | 2001 | 4 | $7,069,681,478 |
84
|
100,000
|
| Westminster Consulting, LLC | Rochester | NY | 2003 | 5 | $7,000,000,000 |
60
|
60,000
|
| Gallagher - Houston | Houston | TX | 1927 | 5 | $6,500,000,000 |
245
|
320,000
|
| CAPTRUST Allentown | Allentown | PA | 2000 | 10 | $6,336,373,563 |
73
|
125,000
|
| Graystone Consulting - Florham Park, The Glading Group | Florham Park | NJ | 2002 | $6,000,000,000 |
17
|
80,000
|
|
| Graystone Consulting - Milwaukee, WI, The Parks Group | Milwaukee | WI | 1981 | 8 | $5,955,720,329 |
63
|
77,000
|
| CAPTRUST Los Angeles | Westlake Village | CA | 2009 | 3 | $5,846,197,535 |
72
|
193,000
|
| Graystone Consulting - Los Angeles, CA | Westlake Village | CA | 2008 | 5 | $5,733,283,424 |
48
|
N/A
|
| CAPTRUST Tampa | Tampa | FL | 1998 | 15 | $5,500,000,000 |
87
|
50,000
|
| WhartonHill Advisors - Member Firm of GRP Advisor Alliance | Fort Washington | PA | 1990 | 8 | $5,366,193,602 |
220
|
65,588
|
| Mesirow Financial Retirement Planning and Advisory | Chicago | IL | 1937 | 8 | $5,200,000,000 |
250
|
25,000
|
| MRP - Member Firm of GRP Advisor Alliance | Denver | CO | 2005 | 13 | $5,200,000,000 |
214
|
54,000
|
| LeafHouse Financial | Austin | TX | 2009 | 6 | $5,000,000,000 |
1200
|
85,000
|
| Cafaro Greenleaf | Red Bank | NJ | 1981 | 12 | $4,600,000,000 |
300
|
1,500,000
|
| Graystone Consulting – Columbus, OH, The Robertson Group | Columbus | OH | 1993 | 6 | $4,500,000,000 |
100
|
28,543
|
| R. Applegate & Associates, LLC | Pittsburgh | PA | 2018 | 3 | $4,400,607,359 |
44
|
60,000
|
| Graystone Consulting - Boston North Shore, Middleton, MA | Middleton | MA | 1998 | 3 | $4,200,000,000 |
45
|
60,000
|
| INTRUST Retirement | Wichita | KS | 1996 | 11 | $4,080,000,000 |
205
|
46,500
|
| Hargrave Fiduciary Advisors - Member Firm of GRP Advisor Alliance | San Rafeal | CA | 2006 | 2 | $4,000,000,000 |
26
|
N/A
|
| Mariner Wealth Advisors | Overland Park | KS | 2006 | 8 | $3,976,884,484 |
232
|
61,204
|
| CAPTRUST Des Moines | Des Moines | IA | 1998 | 5 | $3,684,750,123 |
107
|
65,000
|
| Precept Advisory Group | Irvine | CA | 2005 | 5 | $3,550,000,000 |
55
|
50,000
|
| Enterprise Retirement Solutions | Houston | TX | 1996 | 9 | $3,530,000,000 |
209
|
38,000
|
| CAPTRUST Clarkston | Clarkston | MI | 1988 | 7 | $3,505,201,250 |
301
|
31,000
|
| FiduciaryFirst | Maitland | FL | 2006 | 4 | $3,500,000,000 |
70
|
15,000
|
| Mayflower Advisors, LLC | Boston | MA | 2002 | $3,500,000,000 |
175
|
22,000
|
|
| Graystone Consulting – Houston, TX, The Mott Group | Houston | TX | 1988 | 2 | $3,500,000,000 |
38
|
30,000
|
| 401k Advisors Intermountain | Sandy | UT | 1991 | 2 | $3,475,000,000 |
154
|
45,000
|
| Pension Consultants, Inc. | Springfield | MO | 1994 | 12 | $3,466,046,596 |
84
|
114,500
|
| SSRBA | Pearl River | NY | 2000 | 3 | $3,368,000,000 |
95
|
50,000
|
| Fiduciary Plan Advisors | Owings Mills | MD | 2014 | 6 | $3,300,000,000 |
80
|
10,000
|
| Strategic Retirement Partners - White Oak | Indianapolis | IN | 1993 | 2 | $3,222,441,282 |
64
|
50,000
|
| CAPTRUST Boston | Boston | MA | 2012 | 1 | $3,200,000,000 |
33
|
34,000
|
| ProCourse Fiduciary Advisors, LLC | Carmel | IN | 1998 | 4 | $3,200,000,000 |
105
|
70,000
|
| Heffernan Financial Services - Member Firm of GRP Advisor Alliance | San Francisco | CA | 1991 | 7 | $3,000,000,000 |
150
|
35,000
|
| Soltis Investment Advisors | St. George | UT | 1993 | 17 | $3,000,000,000 |
121
|
70,000
|
| Plante Moran Financial Advisors Institutional Investment Consulting | Southfield | MI | 1998/1977 | 16 | $2,998,850,142 |
155
|
N/A
|
| CAPTRUST Birmingham | Birmingham | AL | 2008 | 2 | $2,850,000,000 |
36
|
64,228
|
| Graystone Consulting – Cincinnati, OH, The Talmage Group | Cincinnati | OH | 1990 | 7 | $2,800,000,000 |
73
|
20,000
|
| Summit Financial Corporation | Burlington | MA | 1993 | 6 | $2,800,000,000 |
300
|
35,000
|
| Graystone Consulting – The Atlantic Group, Boca Raton, FL, Orlando, FL, Winter Park, FL | Boca Raton | FL | 2002 | 9 | $2,741,086,730 |
58
|
40,000
|
| Baystate Fiduciary Advisors | Boston | MA | 2002 | 3 | $2,616,591,787 |
37
|
14,971
|
| Graystone Consulting – The Detterick Group, New York, NY, Denver, CO | New York City | NY | 1998 | 11 | $2,524,227,289 |
24
|
30,000
|
| Bukaty Companies Financial Services | Leawood | KS | 2001 | 9 | $2,400,000,000 |
315
|
80,000
|
| Cornerstone Advisors Asset Management, LLC | Bethlehem | PA | 1997 | 8 | $2,400,000,000 |
100
|
32,000
|
| Global Retirement Partners - Member Firm of GRP Advisor Alliance | San Juan Capistrano | CA | 2014 | 3 | $2,400,000,000 |
75
|
30,000
|
| Plan Sponsor Consultants.com | Alpharetta | GA | 2008 | 8 | $2,400,000,000 |
172
|
71,000
|
| Sequoia 401(k) Advisory Team | San Mateo | CA | 2008 | 15 | $2,400,000,000 |
330
|
60,000
|
| Pacific Portfolio Consulting | Seattle | WA | 1992 | 4 | $2,323,439,892 |
52
|
32,553
|
| Spectrum Investment Advisors, Inc. | Mequon | WI | 1995 | 11 | $2,300,000,000 |
150
|
25,000
|
| The Kelliher Corbett Group at Morgan Stanley | Norwell | MA | 1992 | 6 | $2,233,643,016 |
108
|
41,286
|
| Bronfman Rothschild Plan Advisors | Rockville | MD | 1997 | 5 | $2,200,000,000 |
130
|
40,000
|
| Handler Investment Consulting Group of Raymond James | Beverly Hills | CA | 1991 | 5 | $2,200,000,000 |
58
|
35,000
|
| The Wilshinsky Group at Morgan Stanley | New York | NY | 1972 | 3 | $2,200,000,000 |
40
|
35,000
|
| Alpha Pension Group | Lexington | MA | 2003 | 8 | $2,100,000,000 |
445
|
50,000
|
| Spectrum Pension Consultants, Inc. - Member Firm of GRP Advisor Alliance | Tacoma | WA | 1978 | 6 | $2,100,000,000 |
150
|
75,000
|
| The J & R Group | Chicago | IL | 1994 | 5 | $2,100,000,000 |
225
|
15,000
|
| Hooker & Holcombe Investment Advisors, Inc. | West Hartford | CT | 1997 | 3 | $2,064,340,815 |
81
|
25,000
|
| Gallagher - Heartland Region Team | Brentwood | TN | 2002 | 4 | $2,000,000,000 |
155
|
35,000
|
| The Noble Group | Sugar Land | TX | 1996 | 10 | $2,000,000,000 |
150
|
25,000
|
| The Wenzel Group | Houston | TX | 2012 | 3 | $1,997,000,000 |
45
|
22,000
|
| Strategic Retirement Partners - Northeast | Providence | RI | 1996 | 1 | $1,894,009,262 |
71
|
24,500
|
| Graystone Consulting – Birmingham, MI, The Messner Group | Birmingham | MI | 1994 | 4 | $1,882,868,371 |
15
|
26,100
|
| CAPTRUST Austin | Austin | TX | 2010 | 2 | $1,856,867,563 |
28
|
36,100
|
| LAMCO Advisory Services, Inc. | Lake Mary | FL | 1990 | 4 | $1,800,000,000 |
62
|
45,000
|
| Oswald Financial, Inc. | Cleveland | OH | 1999 | 13 | $1,800,000,000 |
255
|
55,000
|
| Tower Circle Advisors of Janney Montgomery Scott | Franklin | TN | 2001 | 3 | $1,800,000,000 |
36
|
45,000
|
| Montgomery Retirement Plan Advisors, Inc. | Tampa | FL | 2004 | 4 | $1,775,000,000 |
85
|
31,175
|
| AFS 401(k) Retirement Services, LLC | Bethesda | MD | 2006 | 4 | $1,750,000,000 |
70
|
16,500
|
| Wintrust Retirement Plan Services | Chicago | IL | 2012 | 1 | $1,750,000,000 |
165
|
42,000
|
| Clearview Advisory - Member Firm of GRP Advisor Alliance | Atlanta | GA | 2001 | 6 | $1,700,000,000 |
80
|
60,000
|
| Marcotte Retirement Plans | Omaha | NE | 2007 | 4 | $1,620,000,000 |
61
|
12,600
|
| ABG of Michigan - Member Firm of GRP Advisor Alliance | Bingham Farms | MI | 1969 | 5 | $1,618,000,000 |
365
|
26,450
|
| Trueretirement - Member Firm of GRP Advisor Alliance | Belleuve | WA | 1990 | 5 | $1,530,000,000 |
210
|
22,200
|
| HB Retirement - Member Firm of GRP Advisor Alliance | Pittsburgh | PA | 2005 | 8 | $1,500,000,000 |
245
|
100,000
|
| The Beacon Group at Morgan Stanley | Blue Bell | PA | 1997 | 4 | $1,500,000,000 |
110
|
15,000
|
| The Kieckhefer Group | Brookfield | WI | 1999 | 3 | $1,465,527,233 |
34
|
13,000
|
| Comperio Retirement Consulting, Inc. | Cary | NC | 2006 | 4 | $1,400,000,000 |
30
|
14,000
|
| Graystone Consulting - Atlanta, GA | Atlanta | GA | 1997 | 3 | $1,400,000,000 |
80
|
35,000
|
| Washington Financial Group | McLean | VA | 1983 | 6 | $1,400,000,000 |
163
|
31,000
|
| Chepenik Financial | Orlando | FL | 1997 | 4 | $1,350,000,000 |
87
|
88,000
|
| Strategic Retirement Partners - Midwest | Urbandale | IA | 1992 | 1 | $1,334,928,366 |
68
|
26,000
|
| The SeaPort Group at Morgan Stanley | Porltand | OR | 2004 | 1 | $1,307,702,421 |
44
|
17,500
|
| Shepherd Financial | Carmel | IN | 2015 | 3 | $1,226,863,869 |
142
|
25,052
|
| Paris International | Great Neck | NY | 1970 | 2 | $1,200,000,000 |
200
|
100,000
|
| RMB Capital | Chicago | IL | 2005 | 3 | $1,122,437,388 |
44
|
10,000
|
| Graystone Consulting - Charleston, WV | Charleston | WV | 2006 | 6 | $1,100,000,000 |
45
|
21,000
|
| The Mahoney Group of Raymond James | West Nyack | NY | 1992 | 5 | $1,100,000,000 |
45
|
20,000
|
| Peak Financial Group, LLC | Houston | TX | 2002 | 3 | $1,098,136,818 |
73
|
20,000
|
| Burnham Gibson Wealth Advisors, Inc. | Irvine | CA | 2016 | 10 | $1,052,284,793 |
66
|
24,974
|
| Three Bell Capital | Los Altos | CA | 2011 | 6 | $1,050,000,000 |
170
|
16,000
|
| Gallagher - Ohio Team | Cleveland | OH | 1927 | 5 | $1,022,260,412 |
155
|
14,500
|
| Benjamin & Company, LLC | Philadelphia | PA | 2018 | 3 | $1,000,000,000 |
40
|
60,000
|
| Deschutes Investment Consulting | Portland | OR | 1998 | 4 | $1,000,000,000 |
105
|
20,000
|
| Strategic Retirement Partners - Great Lakes | Shorewood | IL | 2004 | 3 | $1,000,000,000 |
100
|
16,500
|
| The Kraematon Group, Inc. | Wellesley | MA | 1982 | 1 | $1,000,000,000 |
47
|
12,340
|
| CAPTRUST Santa Barbara | Santa Barbara | CA | 1988 | 5 | $982,323,663 |
55
|
21,000
|
| CAPTRUST New York - Downtown | New York | NY | 2012 | 1 | $981,456,100 |
20
|
23,000
|
| The Ratay Group at Morgan Stanley | Lisle | IL | 1992 | 2 | $980,000,000 |
35
|
6,000
|
| The Corbett Gehler Group | Madison | WI | 2004 | 2 | $922,506,591 |
10
|
6,000
|
| A.P. Lubrano & Company, Inc. | Paoli | PA | 1989 | 5 | $904,000,000 |
31
|
60,000
|
| Teros Advisors (formerly SLW Retirement Plan Advisors) | Lafayette | CA | 2007 | 5 | $856,000,000 |
108
|
17,000
|
| 401(k) Plan Professionals | Edina | MN | 2007 | 3 | $850,000,000 |
85
|
9,500
|
| Lakeside Wealth Management | Chesterton | IN | 2004 | 20 | $850,000,000 |
184
|
20,000
|
| Lawley Retirement Advisors | Buffalo | NY | 2011 | 4 | $840,000,000 |
125
|
20,000
|
| Assurance Financial Services | Schaumburg | IL | 2016 | 4 | $825,000,000 |
118
|
17,000
|
| LMC Financial Services | West Des Moines | IA | 1865 | 4 | $810,000,000 |
56
|
6,400
|
| Graystone Consulting – Pittsburgh, PA, Cleveland, OH | Hudson | OH | 2013 | 5 | $800,000,000 |
64
|
15,000
|
| Retirement Resources | Peabody | MA | 1995 | 2 | $795,000,000 |
32
|
14,000
|
| Retirement & Benefit Partners - Member Firm of GRP Advisor Alliance | Barrington | RI | 2017 | 4 | $794,897,276 |
56
|
12,982
|
| PPS Retirement Advisors - Member Firm of GRP Advisor Alliance | Williamsville | NY | 2017 | 3 | $765,000,000 |
275
|
14,000
|
| CoBiz Retirement Advisory Services | Denver | CO | 2010 | 3 | $750,000,000 |
70
|
14,000
|
| OneGroup Retirement Advisors | Syracuse | NY | 2018 | 4 | $750,000,000 |
112
|
6,500
|
| SRP - West Coast | Shorewood | IL | 2003 | 3 | $750,000,000 |
84
|
9,700
|
| The Insurance Exchange Retirement Team | Rockville | MD | 2000 | 3 | $750,000,000 |
95
|
12,000
|
| Atlanta Retirement Partners | Atlanta | GA | 1998 | 3 | $741,000,000 |
91
|
11,000
|
| Valley Forge Investment Consultants, Inc. | King of Prussia | PA | 1991 | 8 | $740,000,000 |
135
|
13,000
|
| Strategic Retirement Partners - Northern California | Redwood City | CA | 2003 | 3 | $736,308,335 |
87
|
20,000
|
| JSL Retirement Services Group | Birmingham | AL | 2007 | 3 | $732,000,000 |
94
|
15,000
|
| RSG Advisor - Member Firm of GRP Advisor Alliance | Portsmouth | NH | 2005 | 6 | $694,000,000 |
180
|
9,901
|
| The Rouleau Bevans Corleto Investment Consulting Group of Wells Fargo Advisors | Eugene | OR | 1999 | 6 | $670,000,000 |
103
|
11,000
|
| Strategic Retirement Partners - Upstate NY | Buffalo | NY | 1990 | 2 | $659,928,332 |
46
|
11,500
|
| CCR Wealth Management, LLC | Westborough | MA | 1998 | 3 | $650,000,000 |
340
|
5,000
|
| ISC Advisors, Inc. | Dallas | TX | 1989 | 6 | $630,000,000 |
119
|
14,000
|
| Woodruff Sawyer | San Francisco | CA | 2 | $630,000,000 |
54
|
10,000
|
|
| FRS Capital Management - Member Firm of GRP Advisor Alliance | King of Prussia | PA | 1984 | 5 | $625,000,000 |
135
|
24,000
|
| Vita Planning Group | Mountain View | CA | 1979 | 3 | $607,464,674 |
72
|
9,327
|
| Ellison Kibler & Associates | Columbia | SC | 1983 | 6 | $600,274,696 |
70
|
11,795
|
| LHD Retirement | Indianapolis | IN | 2004 | 2 | $600,000,000 |
100
|
10,000
|
| Silicon Valley Retirement Services | San Jose | CA | 2010 | 2 | $600,000,000 |
53
|
12,500
|
| Blueway Financial Partners of Raymond James | Grand Rapids | MI | 2011 | 2 | $585,000,000 |
7
|
5,500
|
| Retirement Plan Consultants - Member Firm of GRP Advisor Alliance | Salt Lake City | UT | 2003 | 1 | $583,350,000 |
36
|
15,000
|
| M3 Financial | Madison | WI | 2010 | 4 | $576,000,000 |
84
|
7,100
|
| CFS Investment Advisory Services, L.L.C. | Totowa | NJ | 1993 | 2 | $575,000,000 |
115
|
5,000
|
| The Bearing Group at Morgan Stanley | Chicago | IL | 1992 | 4 | $568,000,000 |
38
|
11,000
|
| Infinitas Coordinated Wealth Counsel | Overland Park | KS | 1990 | 17 | $566,883,000 |
127
|
10,698
|
| Douglas R. Peete & Associates | Overland Park | KS | 1980 | 1 | $550,000,000 |
126
|
5,164
|
| EPIC Retirement Services Consulting, LLC | New York | NY | 1999 | 2 | $550,000,000 |
50
|
8,500
|
| Flynn Benefits Group | Troy | MI | 2005 | 4 | $550,000,000 |
27
|
4,800
|
| Quintes | Salinas | CA | 1986 | 3 | $550,000,000 |
350
|
15,000
|
| RCM&D Retirement Services | Towson | MD | 2008 | 3 | $550,000,000 |
35
|
3,000
|
| CSG Capital Partners of Janney Montgomery Scott | Washington | DC | 2002 | 5 | $545,000,000 |
43
|
11,500
|
| RTD Financial | Philadelphia | PA | 1983 | 18 | $541,051,491 |
10
|
5,799
|
| VisionPoint | Dallas | TX | 2013 | 4 | $530,000,000 |
70
|
50,000
|
| CSi Advisory Services - Member Firm of GRP Advisor Alliance | Indianapolis | IN | 1971 | 3 | $525,000,000 |
225
|
17,000
|
| The Clift Group at Morgan Stanley | Dallas | TX | 1985 | 3 | $525,000,000 |
20
|
28,000
|
| CAPTRUST Houston | Houston | TX | 2009 | 2 | $513,296,858 |
21
|
10,000
|
| Hays Financial | Minneapolis | MN | 1994 | 4 | $510,000,000 |
26
|
2,700
|
| Stark Miller Financial Benefits Group | Lafayette | CA | 1967 | 3 | $503,000,000 |
94
|
11,500
|
| Raffa Retirement Services - Member Firm of GRP Advisor Alliance | Rockville | MD | 1999 | 4 | $500,000,000 |
164
|
5,700
|
| The Horton Team | Hartford | CT | 3 | $500,000,000 |
65
|
20,000
|
|
| The Schwamb O’Day Group at Morgan Stanley | Garden City | NY | 2010 | 5 | $500,000,000 |
175
|
30,000
|
| OneDigital Retirement Partners | Nashville | TN | 2007 | 1 | $490,000,000 |
28
|
7,100
|
| RDH Investment Group | Spokane Valley | WA | 2011 | 5 | $484,724,243 |
34
|
8,000
|
| Abbey Street | Eden Prairie | MN | 2018 | 1 | $475,000,000 |
45
|
9,200
|
| Trutina Financial | Bellevue | WA | 2005 | 6 | $465,000,000 |
125
|
10,000
|
| Geringer Laub Wealth Management Group | Wichita | KS | 1983 | 7 | $450,000,000 |
53
|
8,000
|
| MidAtlantic Retirement Planning Specialists | Wilmington | DE | 1998 | 3 | $450,000,000 |
135
|
10,000
|
| CAPTRUST Greenwich | Greenwich | CT | 2013 | 2 | $448,350,451 |
8
|
4,500
|
| Kidder Advisers, LLC | West Des Moines | IA | 1996 | 6 | $440,000,000 |
149
|
5,200
|
| Latus Group, Ltd. | Las Vegas | NV | 2009 | 3 | $432,000,000 |
62
|
15,112
|
| CAPTRUST New York - Port Washington | Port Washington | NY | 2007 | 1 | $429,041,042 |
10
|
16,000
|
| The HF Retirement Group of Wells Fargo Advisors | Los Angeles | CA | 2006 | 2 | $425,000,000 |
65
|
10,000
|
| Evergreen Consulting, Inc | Chattanooga | TN | 1990 | 13 | $417,000,000 |
47
|
40,000
|
| Eukles Wealth Management | Cincinnati | OH | 2011 | 5 | $400,966,182 |
40
|
7,337
|
| Graystone Consulting - Birmingham, MI, The Brice Group | Birmingham | MI | 1967 | 4 | $400,900,000 |
29
|
7,300
|
| Capital Benefits, LLC | Fairfield | NJ | 2003 | 3 | $400,000,000 |
78
|
3,500
|
| JKJ Retirement Services | Newtown | PA | 1934 | 1 | $400,000,000 |
51
|
3,800
|
| PWMG 401(k) Advisors | Worcester | MA | 2001 | 5 | $400,000,000 |
380
|
5,000
|
| Treasury Partners | New York | NY | 1983 | 7 | $400,000,000 |
23
|
8,000
|
| The EWS Group at Morgan Stanley | Rochester | NY | 2014 | 3 | $394,000,000 |
29
|
5,728
|
| Strategic Retirement Partners - Mid Atlantic | Williamsburd | VA | 1988 | 1 | $371,970,085 |
39
|
8,500
|
| My 360 Wealth Management Group | Glendale | CA | 2008 | 3 | $370,000,000 |
48
|
1,000
|
| Hilb Group Retirement Services - Member Firm of GRP Advisor Alliance | Warwick | RI | 2009 | 2 | $356,937,178 |
150
|
7,200
|
| Forrester Wealth Advisors | Washington | DC | 2001 | 2 | $355,000,000 |
28
|
4,800
|
| Goudin & McCarthy, LLC | Basking Ridge | NJ | 1999 | 4 | $350,000,000 |
36
|
3,250
|
| Westgate Capital Consultants | Tacoma | WA | 1988 | 3 | $350,000,000 |
100
|
5,500
|
| The TRC Group at Morgan Stanley | San Diego | CA | 2003 | 2 | $346,000,000 |
87
|
3,500
|
| Horizon Financial Group | Baton Rouge | LA | 1999 | 3 | $344,570,000 |
58
|
5,000
|
| The BST Group | Middleton | MA | 3 | $340,000,000 |
90
|
5,000
|
|
| Diversified Financial Advisors, LLC | Towb And Country | MO | 1989 | 4 | $335,000,000 |
130
|
3,750
|
| The Caves - Wiese Group at Morgan Stanley | Los Angeles | CA | 2012 | 2 | $330,000,000 |
58
|
10,500
|
| Emmett G. Dupas III - Northwestern Mutual | Metairie | LA | 2003 | 1 | $325,720,182 |
120
|
7,200
|
| McLaughlin Asset Management | Haddonfield | NJ | 2011 | 3 | $325,000,000 |
35
|
2,540
|
| Retirement Plan Solutions - Member Firm of GRP advisor alliance | San Ramon | CA | 1991 | 2 | $320,000,000 |
125
|
3,750
|
| Fisher Investments 401(k) Solutions | Camas | WA | 2014 | 18 | $311,000,000 |
145
|
6,304
|
| Boston Partners Financial Group, LLC | Andover | MA | 1995 | 3 | $307,440,000 |
49
|
11,000
|
| 401 (k) advisers arizona - Member Firm of GRP Advisor Alliance | Phoenix | AZ | 1987 | 3 | $300,000,000 |
29
|
14,000
|
| The Fortis Group at Morgan Stanley | Columbus | OH | 2015 | 5 | $300,000,000 |
20
|
600
|
| Strategic Retirement Partners | Sherman | TX | 2003 | 1 | $300,000,000 |
9
|
360
|
| Strategic Retirement Partners - Twin Cities | Prior Lake | MN | 1996 | 1 | $287,505,619 |
54
|
12,500
|
| Tsukazaki & Associates, LLC | Honolulu | HI | 2004 | 4 | $280,000,000 |
90
|
5,000
|
| Retirement Plan Consultants, The Philadelphia Group | King of Prussia | PA | 2002 | 5 | $275,613,000 |
58
|
4,371
|
| Insight Financial Partners, LLC | Lakewood | IL | 2017 | 2 | $274,892,105 |
23
|
13,171
|
| Achieve Retirement - Member Firm of GRP Advisor Alliance | Denver | CO | 2004 | 4 | $270,000,000 |
150
|
7,000
|
| Connor & Gallagher OneSource | Lisle | IL | 2016 | 3 | $265,000,000 |
50
|
11,000
|
| Excelsior Wealth Management at Morgan Stanley | New York | NY | 1997 | 3 | $261,387,520 |
26
|
4,148
|
| Strategic Retirement Partners - Central Florida | Maitland | FL | 1996 | 1 | $258,366,084 |
40
|
5,000
|
| Graystone Consulting - Baltimore, MD, The J.K. Meek Group | Baltimore | MD | 1990 | 5 | $257,615,403 |
12
|
6,016
|
| Meridian Wealth Partners | Blue Bell | PA | 2014 | 3 | $255,481,186 |
65
|
2,500
|
| QP Consulting, LLC | Takoma Park | MD | 2002 | 1 | $245,811,000 |
39
|
2,500
|
| Aurum Wealth Management Group | Mayfield Village | OH | 2014/2006 | 6 | $245,000,000 |
67
|
5,500
|
| Trust Company of Illinois | Downers Grove | IL | 1993 | 3 | $240,000,000 |
80
|
4,000
|
| The Radcliff-Schatzman Group at Morgan Stanley | Mobile | AL | 1992 | 4 | $230,000,000 |
32
|
20,000
|
| Siegel, Martin & Associates | Washington | DC | 2006 | 4 | $225,000,000 |
102
|
5,000
|
| Manhattan Ridge Advisors | New York | NY | 2006 | 3 | $220,000,000 |
61
|
1,925
|
| Strategic Financial Services - Member Firm of GRP Advisor Alliance | Utica | NY | 1979 | 10 | $204,000,000 |
42
|
2,700
|
| AMCORP | San Antonio | TX | 1981 | 8 | $200,000,000 |
40
|
7,000
|
| Blueprint Financial Corporation | Cleveland | OH | 2007 | 2 | $200,000,000 |
15
|
3,400
|
| Beltz Ianni & Associates, LLC | Rochester | NY | 2001 | 13 | $190,967,960 |
77
|
3,814
|
| Westlake, Grahl, and Glover | Granite Bay | CA | 2000 | 13 | $190,000,000 |
55
|
2,200
|
| Strategic Retirement Partners - Oklahoma | Tulsa | OK | 1990 | 1 | $189,652,289 |
24
|
5,000
|
| Strategic Retirement Partners - Maryland | Annapolis | MD | 1991 | 1 | $172,535,181 |
29
|
3,000
|
| Eidlin Kilmer & Associates | Pittsford | NY | 1998 | 5 | $167,115,268 |
45
|
2,600
|
| Grinkmeyer Leonard Financial | Birmingham | AL | 2007 | 4 | $165,000,000 |
22
|
5,800
|
| Kelley Financial Services, Inc. | Omaha | NE | 1 | $165,000,000 |
28
|
2,947
|
|
| Jbara and Rogers Financial Management Group at Morgan Stanley | Farmington Hills | MI | 1984 | 3 | $160,000,000 |
22
|
1,500
|
| N W Kaye Private Investment Management LLC | New Orleans | LA | 2016 | 5 | $160,000,000 |
2
|
2,700
|
| Employee Benefit Designs | Springfield | MO | 1997 | 8 | $159,000,000 |
43
|
3,000
|
| Garcia Wealth Management Group | Templeton | CA | 1999 | 4 | $155,000,000 |
70
|
3,000
|
| Matsock & Associates - Member Firm of GRP Advisor Alliance | Phoenix | AZ | 2003 | 1 | $150,000,000 |
45
|
1,500
|
| Lincoln Insurance Services- Member of GRP Advisor Alliance | Walnut Creek | CA | 1986 | 2 | $143,000,000 |
60
|
3,000
|
| The Burns/Marchiano Group at Morgan Stanley | Morristown | NJ | 2010 | 4 | $130,000,000 |
40
|
2,500
|
| Centura Advisors | Baton Rouge | LA | $125,000,000 |
80
|
2,000
|
||
| Kirby Wealth Management Group | Champaign | IL | 1995 | 1 | $125,000,000 |
60
|
3,000
|
| Fiduciary Wealth Management, LLC | Alexandria | VA | 2010 | 2 | $124,128,897 |
68
|
2,618
|
| Strategic Retirement Partners - Rocky Mountains | Littleton | CO | 1997 | 1 | $119,818,748 |
27
|
3,500
|
| ALTUS Consulting Group | The Woodlands | TX | 2003 | 1 | $116,000,000 |
82
|
7,500
|
| Alpha Capital Management Group | Centennial | CO | 2015 | 2 | $115,000,000 |
245
|
3,500
|
| Investors Brokerage of Texas, Ltd. | Waco | TX | 1982 | $115,000,000 |
40
|
3,500
|
|
| Summit Group Retirement Planners, Inc. | Exton | PA | 2013 | 2 | $110,000,000 |
45
|
4,000
|
| S.C. Asset Advisors of Janney Montgomery Scott, LLC | Columbia | SC | 2003 | 2 | $105,963,718 |
20
|
1,574
|
| Perrone Wealth Management Group at Morgan Stanley | Louisville | KY | 1993 | 4 | $101,800,000 |
34
|
1,800
|
| Archford Capital Strategies, LLC | Swansea | IL | 2013 | 6 | $100,868,187 |
47
|
2,601
|
| Financial Technology | East Lansing | MI | 1980 | 5 | $100,000,000 |
70
|
1,000
|
| Strategic Retirement Partners - Michigan | Northville | MI | 1996 | 1 | $100,000,000 |
18
|
2,000
|