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Top DC Advisor Teams (2020)

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, 2020, 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.

 

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Team City State Year
Est.		 # of Advisors Total Asset Value (as of 12/31/20) Total # of Plans (as of 12/31/20) Total Participants (as of 12/31/20)
NFP - Aliso Viejo Aliso Viejo CA 2000 50 $105,500,000,000 1,526 855,550
CAPTRUST Raleigh Raleigh NC 1997 17 $91,770,591,599 533 4,500,000
CAPTRUST Richmond Richmond VA 2005 3 $74,126,118,992 184 580,000
GCIAS - Global Corporate Institutional and Advisory Services Atlanta GA 1993 86 $69,594,834,972 44 1,371,626
CAPTRUST Charlotte Charlotte NC 2003 7 $68,224,060,927 161 93,574
Multnomah Group Portland OR 2003 8 $30,480,243,149 214 N/A
CAPTRUST Allentown Allentown PA 2000 3 $30,374,065,434 156 340,000
SageView Newport Beach Newport Beach CA 1989 6 $27,849,553,451 243 222,945
Innovest Portfolio Solutions, LLC Denver CO 1996 16 $26,264,733,337 171 262,204
CAPTRUST Minneapolis Minneapolis MN 1995 4 $23,723,914,671 87 230,000
Advanced Capital Group Minneapolis MN 2002 9 $22,694,979,989 128 195,000
Lockton Dunning Retirement Services Dallas TX 2004 4 $22,305,697,176 312 N/A
CAPTRUST Portland Falmouth ME 2006 1 $21,376,230,440 59 119,542
CAPTRUST Atlanta Atlanta GA 2005 5 $20,460,344,846 93 166,892
CAPTRUST Doylestown Doylestown PA 2006 5 $19,879,755,712 125 313,200
SageView Boston Boston MA 2005 8 $18,000,000,000 149 95,000
Sheridan Road Financial, a division of HUB International Northbrook IL 2005 12 $15,229,064,247 235 N/A
Retirement Plan Analytics / RPA Financial Charlotte NC 2015 4 $15,100,000,000 282 250,000
Newport Capital Group Red Bank NJ 2004 10 $14,743,819,925 107 140,000
Gallagher Chicago Rolling Meadows IL 1978 10 $13,750,000,000 280 151,000
Global Institutional Advisory Solutions, Graystone Consulting  New York NY 2007 3 $13,468,878,887 26 150,000
CAPTRUST Lake Mary Lake Mary FL 2010 1 $13,328,685,000 35 132,000
ABD Retirement Services, Inc. San Francisco CA 2012 12 $13,000,000,000 275 155,000
BFSG Institutional Services Irvine CA 1991 9 $13,000,000,000 112 N/A
LeafHouse Financial Austin TX 2009 10 $12,883,667,058 1,906 250,000
MRP, a division of HUB International Denver CO 1995 12 $12,250,000,000 275 175,279
SageView Minneapolis Minneapolis MN 2008 2 $12,200,000,000 51 139,000
SageView South Knoxville TN 2003 6 $11,929,452,049 100 123,051
Institutional Investment Consulting Bloomfield Hills MI 2003 3 $11,843,000,000 35 160,000
CAPTRUST Dallas Dallas TX 2010 2 $11,411,493,483 51 92,260
OneDigital - New York White Plains NY 2006 3 $11,323,667,203 106 146,225
CAPTRUST Akron Akron OH 2001 3 $10,977,648,129 127 141,000
CAPTRUST Tampa Tampa FL 1998 13 $10,319,307,322 85 200,000
Gallagher Houston Houston TX 2002 14 $10,000,000,000 315 265,000
CAPTRUST Birmingham Birmingham AL 2008 3 $8,577,148,970 68 112,500
PearlStreet Investment Management of Stifel  Grand Rapids MI 1992 4 $8,399,898,066 29 108,000
CAPTRUST South Michigan Southfield MI 1998 7 $8,193,872,413 237 150,000
CAPTRUST Los Angeles Westlake Village CA 2009 3 $8,029,888,439 62 140,000
SageView Washington, D.C. Fulton MD  2015 3 $7,638,720,780 65 94,251
SageView Woodside Woodside CA 2009 10 $7,400,000,000 105 127,000
Investment Research & Advisory Group Atlanta GA 1992 6 $7,355,000,000 105 107,529
HUB Retirement and Private Wealth Sandy UT 2015 2 $7,256,000,000 78 31,893
SageView San Francisco/Lafayette Lafayette CA 2014 2 $7,044,377,492 56 36,000
SageView Chicago Chicago  IL 2008 6 $6,702,346,452 109 107,338
Graystone Consulting | Boston North Shore  Middleton MA 1998 4 $6,500,000,000 61 81,450
CAPTRUST Des Moines West Des Moines IA 1998 6 $6,467,469,066 102 69,000
Glading Group at Graystone Consulting Florham Park NJ 2002 3 $6,100,000,000 13 42,000
The Parks Group at Graystone Consulting Milwaukee WI 1981 10 $5,883,571,668 42 79,000
Sequoia Consulting Group San Mateo CA 2008 7 $5,880,000,000 635 138,324
Fiduciary Plan Advisors Baltimore MD 2014 10 $5,600,000,000 155 220,000
Qualified Plan Advisors Houston TX 2010 8 $5,500,000,000 89 85,000
Cafaro Greenleaf, A OneDigital Company Red Bank NJ 1981 6 $5,300,000,000 232 74,000
The Mott Group @ Graystone Consulting Houston TX 2013 2 $5,300,000,000 45 58,386
ProCourse Fiduciary Advisors, LLC Carmel IN 1998 6 $4,973,731,022 155 65,000
Precept Advisory Group LLC Irvine CA 1987 6 $4,934,345,047 57 75,000
OneDigital - Overland Park Leawood KS 2001 15 $4,878,811,943 394 101,000
CAPTRUST Clarkston Clarkston MI 1988 5 $4,686,568,455 205 29,000
Greenspring Advisors Towson MD 2002 4 plan advisors - 2 participant advisors  $4,400,000,000 120 49,631
Retirement Plan Advisors Chicago IL 2000 50 $4,375,949,567 653 71,681
Enterprise Retirement Solutions Houston TX 1996 8 $4,356,000,000 206 53,000
The Robertson Group at Graystone Consulting Columbus OH 1994 7 $4,300,000,000 78 50,200
CAPTRUST Boston Boston MA 2012 1 $4,200,000,000 48 40,000
Gallagher Boston Boston MA 2000 9 $4,200,000,000 185 62,000
Pension Consultants, Inc. Springfield MO 1994 9 $3,937,074,899 72 67,824
SageView Richmond Richmond VA 2007 3 $3,873,008,218 56 24,562
Soltis Investment Advisors St. George UT 1992 14 $3,800,000,000 105 70,000
Graystone Consulting - Metropolitan Washington DC Office Potomac MD 1983 4 $3,774,000,000 6 10,000
Plan Resource Group at RBC Pasadena CA 2015 3 $3,609,986,414 62 33,718
Pensionmark Santa Barbara - Corporate Santa Barbara  CA 1988 2 $3,597,443,217 334 31,000
401k Advisors Intermountain A OneDigital Company Sandy UT 1992 5 $3,500,000,000 162 52,000
Handler Investment Consulting Group Beverly Hills CA 1989 8 $3,450,000,000 58 40,000
Mariner Wealth Advisors Overland Park KS 2006 7 $3,241,782,846 272 37,896
Bridgehaven Fiduciary Partners Warren NJ 2006 5 $3,200,000,000 78 59,000
HB Retirement Pittsburgh PA 2005 17 $3,200,000,000 260 65,000
Strategic Retirement Partners - Great Lakes - Indy/Columbus Indianapolis IN 2004 2 $3,115,139,809 72 63,997
Cornerstone Advisors Asset Management Bethlehem PA 1998 11 $3,100,000,000 136 0
Graystone Consulting | Cincinnati Cincinnati OH 1990 5 $3,100,000,000 80 20,000
HUB Retirement and Wealth  Management, formerly Alpha Pension Group Boston MA 2003 2 $3,100,000,000 597 49,198
SageView West Palm Beach West Palm Beach FL 2007 2 $3,050,000,000 63 137,000
Strategic Retirement Partners - Northeast Providence RI 2000 1 $3,044,843,079 72 23,145
Gallagher Seattle Bellevue WA 2010 2 $3,029,344,964 157 30,681
Tower Circle Parnters of Janney Montgomery Scott Franklin TN 2001 3 $3,020,970,130 35 111,312
The Wilshinsky Group at Graystone Consulting New York NY 1972 4 $2,970,000,000 51 45,000
GRP Financial California San Clemente CA 2014 4 $2,959,000,000 85 45,716
Spectrum Investment Advisors Mequon WI 1995 20 $2,923,018,069 143 37,118
NWK Group, Inc. San Francisco  CA 2002 3 $2,905,947,350 60 18,138
Graystone-Carlsbad Carlsbad CA 1996 3 $2,900,000,000 98 40,500
Mayflower Advisors Boston MA 2002 7 $2,850,000,000 180 26,000
Shepherd Financial Carmel IN 2015 4 $2,837,734,788 215 38,865
The Kelliher Corbett Group at Morgan Stanley Norwell MA 1992 6 $2,773,117,562 76 30,000
Robinson Private Client Group of Oppenheimer & Co. Inc. Winston-Salem NC 2009 2 $2,761,454,513 37 49,705
DH Consulting of Raymond James Beverly Hills CA 2014 8 $2,750,000,000 33 28,000
CAPTRUST Harrisonburg Harrisonburg VA 1994 2 $2,737,267,291 42 20,000
H&H Advisors Bloomfield CT 1996 4 $2,715,000,000 95 23,000
Gallagher Philadelphia Mount Laurel NJ 2008 5 $2,697,113,725 96 27,917
Summit Financial, a division of HUB International Wilmington MA 1994 4 $2,627,223,254 254 32,521
Oswald Financial, Inc. Cleveland OH 1999 14 $2,524,202,579 315 30,117
OneDigital Tampa - Montgomery Retirement Plan Advisors Tampa FL 2004 4 $2,518,000,000 97 39,250
Pacific Portfolio Consulting, LLC Seattle WA 1992 6 $2,508,914,012 50 34,198
Plan Sponsor Consultants Alpharetta GA 2008 6 $2,500,000,000 184 68,000
SS/RBA Pearl River NY 1998 4 $2,500,000,000 40 30,000
Graystone Consulting-Atlanta Atlanta GA 1997 2 $2,471,060,939 72 37,000
Burnham Gibson Wealth Advisors Irvine CA 2016 14 $2,450,316,341 103 40,132
Woodruff Sawyer Novato CA 1985 3 $2,810,317,784 67 40,541
HUB Retirement and Wealth Management - Houston, TX Houston TX 2002 4 $2,405,565,005 119 42,000
Wintrust Retirement Benefits Advisors Chicago IL 2013 3 $2,350,000,000 178 58,000
CAPTRUST Santa Barbara Santa Barbara  CA 1988 5 $2,271,142,344 56 28,619
AFS 401(k) Retirement Services, LLC Bethesda MD 2006 4 $2,088,610,000 85 20,300
Strategic Retirement Partners - Midwest Urbandale IA 2000 3 $2,068,302,536 114 30,498
Messner Group of Graystone Consulting Birmingham MI 1994 3 $2,057,200,000 14 20,739
Washington Financial Group, a division of HUB International Mid-Atlantic Inc. McLean VA 1983 4 $2,050,000,000 196 26,500
WhartonHill Advisors, a division of HUB Northeast Limited Ft. Washington PA 1990 6 $2,011,878,860 226 23,501
Graystone Consulting - Pittsburgh, PA / Cleveland, OH Cleveland OH 2012 6 $2,000,000,000 61 25,000
HUB International Retirement and Wealth Management Woodbury NY 1992 2 $1,976,000,000 42 11,200
StoneStreet Equity, LLC. White Plains NY 1981 4 $1,900,000,000 38 8,500
Comperio Retirement Consulting Cary NC 1996 3 $1,804,826,472 32 23,000
The Beacon Group of Morgan Stanley Blue Bell PA 1997 4 $1,800,000,000 105 7,000
OneDigital - Bay Area Lafayette CA 2007 7 $1,700,000,000 240 29,000
Pensionmark Nashville Brentwood TN 2016 2 $1,700,000,000 44 83,000
HUB, formerly Baystate Fiduciary Advisors, Inc. Boston MA 2002 1 $1,678,802,251 36 13,299
Beacon Pointe Advisors Newport Beach CA 2002 6 $1,615,243,366 102 5,000
Plexus Financial Services, LLC Deer Park IL 1990 4 $1,600,000,000 95 60,000
Graystone Consulting - Charleston, WV Charleston WV 2006 6 $1,575,000,000 55 26,500
JKJ Retirement Services Newtown PA 1934 2 $1,570,000,000 64 6,600
Graystone Consulting - Portland  Portland OR 2004 1 $1,550,000,000 47 17,050
Graystone Consulting-The Atlantic Group at Morgan Stanley Boca Raton FL 2002 9 $1,518,949,971 52 20,267
The Mahoney Group of Raymond James West Nyack NY 1994 5 $1,500,000,000 55 27,500
The Ratay Group at Morgan Stanley Lisle Il 2000 2 $1,500,000,000 45 6,300
Valley Forge Investment Consultants, Inc. Berwyn PA 1991 8 $1,500,000,000 138 20,100
Renaissance Benefit Advisors Group, LLC ATLANTA GA 2008 2 $1,475,000,000 30 7,800
RMB Retirement Plan Solutions Chicago IL 2005 2 $1,464,190,384 46 8,201
CAPTRUST Phoenix Phoenix AZ 1991 6 $1,427,545,463 60 23,980
SilverStone Asset Management, a HUB International Company Omaha NE 1992 2 $1,398,353,882 69 18,151
HORAN Cincinnati OH 1948 18 $1,382,601,433 74 16,104
OneDigital - Chepenik Team Orlando FL 1999 3 $1,350,000,000 131 150,000
A.P. Lubrano & Company, Inc. Paoli PA 1989 13 $1,329,816,484 35 63,000
OneGroup Retirement Advisors Syracuse NY 2015 4 $1,312,843,208 143 15,200
Paris International Great Neck NY 1970 5 $1,300,000,000 225 120,000
Three Bell Capital Los Altos CA 2011 7 $1,290,000,000 189 16,000
Strategic Retirement Partners - Great Lakes Shorewood IL 2001 4 $1,252,077,842 120 23,664
CAPTRUST Austin Austin TX 2010 2 $1,250,852,687 29 25,000
Finspire, LLC Schaumburg IL 2018 4 $1,250,520,421 45 14,301
The J & R Group  Chicago IL 1994 6 $1,250,000,000 230 10,000
HUB International Mid-Atlantic Rockville Rockville MD 2000 4 $1,250,000,000 117 13,150
The Brice Group - Graystone Consulting Birmingham MI 1967 5 $1,240,300,000 84 22,374
CAPTRUST Houston Houston TX 2009 1 $1,228,605,163 21 12,100
Retirement Resources -- Phillips/McGinn Peabody MA 1995 2 $1,193,328,618 33 19,000
Lawley Retirement Advisors Buffalo NY 2011 4 $1,175,000,000 131 23,000
Strategic Retirement Partners - Northern California Redwood City CA 2003 4 $1,151,609,262 77 12,222
Aldrich Wealth LP Lake Oswego OR 1998 4 $1,145,728,137 73 9,542
CAPTRUST Chesterton Chesterton IN 2003 13 $1,138,749,179 142 26,116
Hickok & Boardman Retirement Solutions Burlington VT 1991 3 $1,112,402,355 83 13,000
First Western Trust Retirement Services Group Denver CO 2007 4 $1,112,283,167 96 21,142
Pensionmark Northern California Cataument MA 2005 1 $1,100,000,000 95 10,125
SageView Los Angeles Pasadena CA 2015 2 $1,100,000,000 21 10,000
Gateway Retirement Consulting Westfield NJ 2010 1 $1,083,329,035 80 15,250
Infinitas Overland Park KS 1990 21 $1,071,200,163 140 19,700
Gehler Luedke Group Madison WI 2005 2 $1,051,980,026 10 9,329
The Dubie Group at Morgan Stanley Colchester VT 1997 3 $1,047,743,000 113 15,000
401k Plan Professionals Edina MN 2007 3 $1,033,109,118 110 9,280
FRS Advisors Wayne PA 2002 7 $1,029,844,488 150 23,887
JSL Retirement Services Group Birmingham AL 2007 2 $1,012,000,000 106 18,200
The Lehigh Valley Group at Morgan Stanley Allentown PA 1999 3 $1,000,000,000 75 11,000,000
Retirement & Benefit Partners Barrington RI 2017 4 $981,253,794 61 14,272
SageView Honolulu Honolulu HI 2015 2 $965,685,691 36 6,608
Quintes Salinas CA 1986 3 $900,000,000 225 15,000
Raffa Retirement Services Rockville MD 1999 5 $900,000,000 179 15,771
RSG Advisory Portsmouth NH 2005 1 $896,702,666 154 10,259
RCM&D Retirement Services Towson MD 2015 4 $880,000,000 58 8,500
Excelsior Wealth Management at Morgan Stanley New York NY 1996 3 $876,543,031 35 8,254
M3 Financial Madison WI 2010 5 $850,000,000 98 16,600
Silicon Valley Retirement Services San Jose CA 2010 2 $842,000,000 52 13,800
Impact Wealth Management Irvine CA 2009 14 $827,859,000 912 10,800
Ellison Kibler & Associates Columbia SC 1983 11 $823,424,005 62 12,077
Continuity Group | Wells Fargo Advisors Eugene OR 1999 8 $812,000,000 110 12,000
Schneider Downs Wealth Management Advisors Pittsburgh PA 2000 9 $802,000,000 103 12,000
Flynn Benefits Group Troy MI 2005 4 $800,000,000 30 5,500
Strategic Retirement Partners - Upstate New York Buffalo NY 2001 2 $780,201,187 38 10,076
GUS BATES Insurance & Investments, a division of HUB International Texas Fort Worth TX 1966 2 $776,000,000 121 20,177
ISC Advisors, Inc. Dallas TX 1997 6 $761,084,617 114 13,300
CFS Investment Advisory Services, LLC Totowa NJ 1993 2 $760,000,000 85 7,000
Bonheur, Scott, Traino Group Middleton MA 1999 3 $750,000,000 95 11,000
Richard Schwamb of the Legacy Group at Morgan Stanley Jericho NY 2018 9 $750,000,000 203 35,000
The Abeyta Bueche & Sanders Group at Morgan Stanley San Antonio TX 2000 4 $750,000,000 43 14,500
LHD Retirement Indianapolis IN 2004 1 $749,634,000 91 13,000
CAPTRUST New York (Port Washington) Lake Success NY 2007 1 $742,846,268 15 6,770
PPS Retirement Advisors Williamsville NY 2017 3 $740,128,709 111 8,481
SageView Denver Louisville CO 2015 2 $735,000,000 21 6,587
CSi Advisory Services Indianapolis IN 1971 3 $726,648,000 216 14,700
Saad Vannatta & Associates Charleston SC   7 $690,000,000 68 9,339
Retirement Plan Consultants, Inc. Salt Lake City UT 2004 3 $679,783,297 40 13,613
Ancora Retirement Plan Advisors, Inc. Cleveland OH 2001 4 $679,170,000 138 9,402
Pensionmark San Antonio Office  Garden Ridge  TX 2010 7 $656,000,000 274 30,000
CAPTRUST Greenwich  Greenwich CT 2013 2 $651,311,473 9 7,200
CCR Wealth Management, LLC Westborough MA 2001 4 $629,346,000 350 6,500
Traum Vaughan Group at Morgan Stanley Menlo Park CA 2004 4 $620,000,000 144 7,500
AssuredPartners Denver (A Pensionmark Firm) Denver CO     $615,108,000 56 15,000
Kidder Advisers, Inc. Clive IA 1996 8 $615,000,000 159 8,300
The J.K. Meek Group at Graystone Consulting Baltimore MD 1990 6 $607,976,000 18 9,413
The Waterford Group, LLC Rochester NY 2011 2 $607,000,000 125 8,500
RTD Financial Advisors Philadelphia PA 1983 23 $601,935,728 47 6,410
Stark Miller Financial Benefits Group Lafayette CA 2005 3 $598,000,000 92 12,953
Trutina Financial Redmond WA 2005 6 $596,200,000 134 10,350
FinDec Stockton CA 1997 5 $594,000,000 245 10,000
Signature Estate and Investment Advisors - Team Keenan Tysons VA 1997 3 $580,000,000 88 9,000
The Clift Group at RBC Dallas TX 1985 3 $580,000,000 18 27,500
EPIC Team  New York NY 2001 3 $577,703,739 42 8,200
Retirement Plan Consulting Group Hauppauge NY 2016 4 $576,000,000 100 18,201
Abbey Street Eden Prairie MN 2018 1 $575,000,000 52 10,600
SevenHills Cleveland Benefit Partners (Pensionmark) Bloomington MN 1986 3 $571,649,192 49 5,900
The Bearing Group Chicago IL 1992 4 $550,000,000 39 5,105
Achieve Retirement Denver CO 2005 2 $530,000,000 185 16,500
Capital Benefits, LLC FAIRFIELD NJ 2006 4 $525,000,000 81 3,200
The Kieckhefer Group Brookfield WI 1999 5 $522,882,987 28 5,300
The EWS Group at Morgan Stanley Rochester NY 2014 3 $521,000,000 45 7,600
LMC Financial Advisors West Des Moines IA 1998 2 $512,123,439 52 6,682
CoSource Financial Group New Iberia LA 2001 3 $510,000,000 203 6,090
CSG Capital Partners of Janney Montgomery Scott Washington DC 2004 5 $510,000,000 39 14,000
401(k) & 403(b) Fiduciary Advisors, Inc. San Mateo CA 2010 3 $500,000,000 160 14,000
Aegis Retirement Group Memphis TN 2014 1 $500,000,000 84 12,500
Latus Group, Ltd. Las Vegas NV 2009 3 $489,900,000 60 13,800
The Fortis Wealth Management Group Columbus  OH 2015 9 $481,661,779 57 5,709
Summit Financial Group, Inc. Dallas TX 1988 3 $480,000,000 97 10,100
Westgate Capital Consultants Tacoma WA 1986 4 $478,000,000 110 6,400
Twelve Points Retirement Advisors Concord MA 2015 5 $475,695,448 85 6,974
The HF Retirement Group of Wells Fargo Advisors Los Angeles CA 2006 2 $460,000,000 73 6,000
Geringer Laub Wealth Management Group Wichita KS 1983 5 $450,000,000 44 12,000
Strategic Retirement Partners - Los Angeles Palos Verdes  CA 2012 2 $447,649,118 61 11,843
Strategic Retirement Partners - Twin Cities Prior Lake MN 2010 2 $445,114,876 61 12,296
Tao Investments Hawai`i Honolulu HI 2004 4 $441,680,775 92 5,790
Hilb Group Retirement Services Cranston RI 2009 2 $436,362,433 164 7,846
Buckman & Corning Financial Strategies Group Scottsdale AZ 11/1 3 $435,000,000 103 14,400
Beltz Ianni & Associates Rochester NY 2001 14 $432,314,785 86 6,425
Becker Suffern McLanahan Mandeville LA 1961 3 $431,539,893 128 4,623
Monarch Plan Advisors Simi Valley CA 2013 4 $415,000,000 97 8,837
JMB Wealth Management, Inc. Palos Verdes Estates CA 2006 1 $410,000,000 65 8,000
LoVasco Consulting Group Detroit MI 2005 4 $410,000,000 62 5,200
Strategic Retirement Partners - Mid-Atlantic Williamsburg VA 1976 1 $406,176,605 35 7,796
Connor & Gallagher OneSource Lisle IL 2016 2 $405,000,000 76 12,500
Constitution Group of Wells Fargo Advisors Glastonbury CT 2015 4 $400,000,000 127 19,500
Stonebridge Financial Group Grand Rapids MI 2004 5 $400,000,000 66 6,000
Bienville Capital Group  Metairie  LA 2003 1 $393,540,073 126 7,800
The Karelitz Group Wellesley MA 2007 3 $390,000,000 115 15,000
Insight Financial Partners, LLC Crystal Lake IL 2017 2 $387,481,394 34 19,302
Boston Private Wealth, LLC Boston MA 2015 2 $386,420,292 54 6,400
PensionmarkMeridien Providence RI 1975 6 $385,000,000 49 2,700
Retirement Fiduciary Group, LLC. Andover MA 2019 4 $375,744,020 54 12,919
Legacy 401k Partners Grapevine TX 2009 2 $375,000,000 25 14,000
Pensionmark-Cincinnati Office Cleves OH 1988 3 $368,295,000 20 6,700
Gouldin & McCarthy, LLC Basking Ridge NJ 1999 4 $358,360,000 30 4,003
Strategic Retirement Partners - Central Florida Maitland FL 2009 1 $349,922,227 45 6,190
Strategic Retirement Partners - Oklahoma Tulsa OK 2004 1 $339,915,561 25 14,662
QP Consulting, LLC Takoma Park MD 2002 1 $335,000,000 38 2,650
Eukles Wealth Management Cincinnati OH 2011 5 $310,000,000 44 5,000
Paragon HM Wealth Management Group at Morgan Stanley Birmingham AL 2004 8 $298,778,000 89 3,403
Manhattan Ridge Advisors New York NY 2006 8 $298,150,500 73 7,354
Retirement Plan Solutions Waukesha WI 2004 2 $292,684,155 25 3,475
Eminent Wealth Strategies Indianapolis IN 2009 4 $288,667,000 86 7,088
Fiduciary Wealth Management Reston VA 2014 5 $282,151,976 94 5,500
Lifetime Benefits Gaithersburg MD 1999 2 $273,480,200 32 4,922
KB Financial Partners, LLC Point Pleasant Beach NJ 2012 6 $269,987,438 31 3,084
Douglas R. Peete & Associates Overland Park KS 1980 1 $269,503,015 181 5,489
Todd Colburn Northwestern Mutual Nashville TN 2008 1 $267,000,000 84 3,100
Grinkmeyer Leonard Financial Birmingham AL 2007 3 $265,190,820 26 4,351
Vision Financial Group Columbia MD 2009 3 $265,000,000 82 3,250
Mid-Atlantic Planning Services Allentown PA 1996 2 $258,000,000 86 3,200
Borislow Employer Retirement Consulting Methuen MA 2019 3 $256,851,824 29 6,299
TRITIS Wealth Management, LLC Sugar Land TX 2005 4 $250,000,000 160 3,000
Horizon Financial Group Baton Rouge LA 1999 3 $249,946,986 73 4,000
Strategic Retirement Partners - Greensboro, NC Greensboro NC 2010 1 $246,517,164 35 5,900
Graystone Consulting-Raleigh, Wichita & Dallas Raleigh  NC 2014 9 $243,299,496 32 1,885
The Burns / Marchiano Group at Morgan Stanley  Morristown  NJ 2009 4 $242,000,000 52 3,810
Strategic Retirement Partners -  Maryland Annapolis MD 2005 1 $238,319,350 24 3,445
Odyssey Financial Group LLC Oklahoma City OK 2013 2 $234,000,000 72 625
Kirby Wealth Management Group Champaign IL 1995 1 $222,300,000 63 3,127
NFP Retirement - Florida Maitland FL 2000 10 $220,000,000 1,700 100,000
The University Group Seattle WA 2015 4 $219,543,814 17 1,800
Strategic Retirement Partners - Michigan Northville MI 2012 1 $208,533,420 24 1,102
Rose Street Advisors Retirement Plan Department Kalamazoo MI 2002 4 $208,000,000 68 3,500
Waarbroek-Lin Group Los Angeles  CA 2005 3 $203,000,000 42 10,000
The Horton Group / GRP Financial Orland Park IL 1981 2 $200,000,000 22 890
Graystone Consulting – Farmington Hills Farmington Hills MI 1985 3 $195,251,705 22 1,518
Summit Group Retirement Planners, Inc. Exton PA 2013 2 $191,000,000 50 4,000
N W Kaye Private Investment Management LLC New Orleans LA 2015 4 $187,711,000 5 1,710
Strategic Retirement Partners - Houston Sugar Land TX 1998 1 $180,079,861 7 2,455
IVC Wealth Advisors Silverdale PA 1994 4 $175,000,000 50 2,875
Eidlin-Kilmer & Associates Pittsford NY 1998 5 $170,507,289 48 3,235
Alpha Capital Management Group Greenwood Village CO 2015 2 $169,660,163 318 6,437
Garnett Retirement Group, a division of HUB International Petersburg FL 2009 2 $166,315,000 29 2,000
MTN Group at JP Morgan Dallas TX 2007 2 $160,000,000 18 1,000
S.C. Asset Advisors of Janney Montgomery Scott LLC Columbia SC 2013 2 $155,000,000 21 2,100
KerberRose Retirement Plan Services Shawano WI 2019 2 $151,231,096 125 2,733
Centura Advisors Baton Rouge LA 2001 5 $150,000,000 89 2,700
Financial Technology, Inc. East Lansing MI 1980 5 $150,000,000 60 1,900
Cassandra Financial Group Boynton Beach FL 2005 4 $146,000,000 125 7,460
Converse Team Financial Services Wichita KS 2000 3 $127,000,000 115 5,675
Archford Swansea IL 2013 7 $111,959,286 46 2,578
The Horizon Group at Morgan Stanley Atlanta GA 2014 2 $105,000,000 26 1,800