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Top DC Advisor Teams (2021)
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, 2021, 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.
View Previous Lists
- 2020 Top DC Advisor Teams
- 2019 Top DC Advisor Teams
- 2018 Top DC Advisor Teams
- 2017 Top DC Advisor Teams
Team | City | State | Year Est. | # of Advisors | Total Asset Value (12/31/21) |
Total Number of Plans (12/31/21) |
Total Participants (12/31/21) |
CAPTRUST New York | New York | NY | 2012 | 5 | $133,211,674,558 | 172 | 126,178 |
NFP Retirement - Aliso Viejo | Aliso Viejo | CA | 2000 | 60 | $105,336,471,964 | 2133 | 3,000,000 |
CAPTRUST Raleigh | Raleigh | NC | 1997 | 17 | $94,427,697,217 | 571 | 4,520,000 |
Global Corporate and Institutional Advisory Services | Atlanta | GA | 1996 | 79 | $88,906,566,354 | 44 | 1,895,997 |
CAPTRUST Richmond | Richmond | VA | 1988 | 4 | $84,853,831,479 | 225 | 640,000 |
SageView Newport Beach | Newport Beach | CA | 1989 | 9 | $36,167,134,415 | 327 | 327,000 |
CAPTRUST Allentown | Allentown | PA | 2000 | 3 | $36,130,307,295 | 165 | 350,000 |
CAPTRUST Charlotte | Charlotte | NC | 2003 | 7 | $35,026,196,950 | 92 | 199,317 |
Innovest Portfolio Solutions, LLC | Denver | CO | 1996 | 16 | $31,680,557,325 | 178 | 270,000 |
CAPTRUST Doylestown | Doylestown | PA | 2006 | 4 | $30,505,918,172 | 168 | 254,799 |
Multnomah Group | Portland | OR | 2003 | 7 | $30,018,695,054 | 214 | 200,000 |
CAPTRUST Boston | Boston | MA | 2012 | 2 | $29,468,851,360 | 152 | 40,000 |
CAPTRUST Minneapolis | Minneapolis | MN | 1995 | 4 | $29,436,215,384 | 88 | 254,700 |
Centurion Group, a Marsh McLennan Agency LLC Company | King of Prussia | PA | 2006 | 13 | $28,000,000,000 | 190 | 335,000 |
Advanced Capital Group | Minneapolis | MN | 2002 | 8 | $24,786,044,961 | 130 | 140,000 |
Retirement Plan Analytics / RPA Financial | Charlotte | NC | 2015 | 4 | $23,368,000,000 | 672 | Over 295,000 |
SageView Phoenix | Phoenix | AZ | 2005 / 2021 | 6 | $21,526,645,986 | 123 | 156,899 |
CAPTRUST Portland | Falmouth | ME | 2006 | 1 | $21,514,935,846 | 63 | 140,735 |
SageView Boston | Boston | MA | 2005 | 9 | $20,299,594,790 | 141 | 105,000 |
Institutional Investment Consulting IIC | Bloomfield Hills | MI | 2003 | 7 | $19,546,000,000 | 37 | 199,000 |
Flagship Financial Partners – UBS Financial Services | Stamford | CT | 2009 | 6 | $19,319,332,371 | 277 | 130,000 |
Compass Financial Partners, a Marsh McLennan Agency LLC Company | Greensboro | NC | 2002 | 5 | $18,700,000,000 | 167 | 232,558 |
CAPTRUST Atlanta | Alpharetta | GA | 2005 | 6 | $17,870,543,113 | 90 | 137,776 |
Sheridan Road Financial, a division of HUB International | Northbrook | IL | 2004 | 8 | $16,836,886,298 | 237 | N/A |
www.srpretire.com | Shorewood | IL | 2015 | 45 | $16,800,000,000 | 976 | 260,513 |
Global Institutional Advisory Solutions | New York | NY | 2007 | 3 | $16,550,809,204 | 30 | 164,000 |
Newfront Retirement Services | San Francisco | CA | 2012 | 14 | $16,345,269,482 | 295 | 154,855 |
Newport Capital Group | Red Bank | NJ | 2004 | 12 | $16,296,000,000 | 126 | 157,000 |
CAPTRUST Lake Mary | Lake Mary | FL | 2010 | 1 | $16,206,139,644 | 36 | 148,000 |
Gallagher Chicago | Rolling Meadows | IL | 1978 | 11 | $15,800,000,000 | 320 | 240,000 |
Alliant Retirement Consulting | Alpharetta | GA | 2012 | 11 | $15,800,000,000 | 442 | 120,000 |
BFSG Institutional Services | Irvine | CA | 1991 | 10 | $15,774,987,989 | 88 | 144,019 |
LeafHouse Financial | Austin | TX | 2009 | 8 | $15,640,598,363 | 2121 | 500,000 |
SageView Southeast | Knoxville | TN | 2003 | 6 | $15,251,809,701 | 134 | 141,433 |
MRP, a division of HUB International | Denver | CO | 1995 | 12 | $14,781,960,834 | 354 | 166,528 |
SageView Minneapolis | Minneapolis | MN | 2008 | 1 | $13,357,000,000 | 51 | 280,000 |
CAPTRUST Dallas | Dallas | TX | 2010 | 2 | $12,792,847,676 | 394 | 101,406 |
Mesirow Retirement Advisory Services | Chicago | IL | 1937 | 10 | $12,500,000,000 | 376 | 285,000 |
OneDigital -Tru Team | Raleigh | NC | 2021 | 15 | $12,215,520,423 | 1175 | 300,000 |
CAPTRUST Alabama | Birmingham | AL | 2008 | 2 | $11,179,280,322 | 155 | 145,051 |
CAPTRUST Tampa | Tampa | FL | 1998 | 13 | $11,033,946,223 | 79 | 220,000 |
SageView Woodside | Woodside | CA | 2009 | 10 | $10,800,000,000 | 153 | 130,000 |
CAPTRUST Akron | Akron | OH | 2001 | 3 | $10,616,626,510 | 132 | 142,500 |
PearlStreet Investment Management of Stifel | Grand Rapids | MI | 1992 | 5 | $10,562,264,123 | 33 | 128,574 |
Plan Sponsor Consultants, a Division of Hub International | Alpharetta | GA | 2010 | 3 | $10,300,000,000 | 7200 | 2,000,000 |
Graystone Los Angeles | New York | NY | 2014 | 4 | $10,107,896,825 | 61 | N/A |
StoneStreet Equity, LLC. | Armonk | NY | 1981 | 5 | $10,000,000,000 | 88 | 12,000 |
Clearstead | Cleveland | OH | 1989 | 3 | $10,000,000,000 | 88 | 150,000 |
Gallagher South Central Region | Houston | TX | 2002 | 12 | $9,505,395,665 | 364 | 240,204 |
CAPTRUST South Michigan | Southfield | MI | 2000 | 7 | $8,953,212,501 | 222 | 116,335 |
SageView Washington D.C. | Fulton | MD | 2007 | 3 | $8,810,005,909 | 45 | 82,393 |
Graystone Boston North Shore | Middleton | MA | 1998 | 5 | $8,500,000,000 | 74 | 120,000 |
Sequoia Consulting Group | San Mateo | CA | 2008 | 16 | $8,500,000,000 | 467 | 192,189 |
SageView San Francisco/East Bay | Lafayette | CA | 2014 | 2 | $8,350,793,351 | 57 | 42,500 |
SageView Chicago | Chicago | IL | 2010 | 7 | $8,152,105,195 | 106 | 107,563 |
MMA Retirement Services - New England Region | Boston | MA | 1973 | 12 | $8,000,000,000 | 346 | 169,860 |
CAPTRUST Des Moines | West Des Moines | IA | 1998 | 6 | $7,676,320,329 | 108 | 88,500 |
The Parks Group at Graystone Consulting | Milwaukee | WI | 1981 | 10 | $7,270,882,153 | 48 | 87,000 |
Glading Group at Graystone Consulting | Florham Park | NJ | 2002 | 2 | $7,100,000,000 | 13 | 46,000 |
NFP - Madison, WI | Madison | WI | 2019 | 7 | $6,914,101,400 | 210 | 25,000 |
Conrad Siegel Investment Advisors, Inc. | Harrisburg | PA | 2002 | 5 | $6,770,498,581 | 99 | 76,381 |
Qualified Plan Advisors | Houston | TX | 2011 | 8 | $6,600,000,000 | 86 | 130,000 |
The Robertson Group at Graystone Consulting | Columbus | OH | 1994 | 7 | $6,152,120,533 | 97 | 67,200 |
OneDigital - Overland Park | Overland Park | KS | 2001 | 15 | $5,995,462,812 | 413 | 112,633 |
CAPTRUST Santa Barbara | Santa Barbara | CA | 1988 | 5 | $5,961,412,768 | 105 | 70,279 |
The Mott Group at Graystone Consulting | Houston | TX | 2013 | 2 | $5,900,000,000 | 45 | 60,000 |
Tower Circle Partners of Janney Montgomery Scott | Franklin | TN | 2008 | 2 | $5,800,000,000 | 34 | 130,000 |
MMA Retirement Services - West Region | San Diego | CA | 1909 | 9 | $5,500,000,000 | 417 | 135,000 |
Precept Advisory Group LLC | Irvine | CA | 1991 | 6 | $5,425,447,151 | 52 | N/A |
Heffernan Retirement Services | Walnut Creek | CA | 1991 | 6 | $5,200,000,000 | 210 | 55,000 |
CAPTRUST Clarkston | Clarkston | MI | 1988 | 5 | $5,179,536,953 | 195 | 28,371 |
Bolton Investment | Baltimore | MD | 1994 | 6 | $5,152,700,000 | 77 | 80,616 |
ProCourse Fiduciary Advisors | Carmel | IN | 2012 / 1998 | 6 | $5,040,275,531 | 167 | ~65,000 |
OneDigital Retirement - New Jersey | Red Bank | NJ | 1981 | 6 | $5,026,411,597 | 219 | 72,600 |
Retirement Plan Advisors | Chicago | IL | 2000 | 50 | $4,976,597,851 | 645 | 72,679 |
Enterprise Retirement Solutions | Houston | TX | 1996 | 7 | $4,926,000,000 | 205 | 52,000 |
Greenspring Advisors - Institutional Consulting Group | Towson | MD | 2004 | 4 | $4,920,700,000 | 135 | 48,913 |
Gallagher Retirement Boston | Boston | MA | 2013 | 8 | $4,750,000,000 | 202 | 68,000 |
The Catanella Institutional Consulting Team | Philadelphia | PA | 1991 | 2 | $4,652,424,166 | 25 | 48,000 |
TCG Advisors, a HUB International Company | Austin | TX | 1999 | 6 | $4,600,000,000 | 547 | 538,512 |
SageView - Richmond | Richmond | VA | 2007 | 3 | $4,421,139,514 | 59 | 24,562 |
MMA Retirement Services - Upper Midwest Region | Minneapolis | MN | 1986 | 10 | $4,300,000,000 | 225 | 105,000 |
SSRBA, a division of HUB International | Pearl River | NY | 2006 | 4 | $4,286,225,321 | 79 | 50,451 |
D’Aiutolo Malcolm & Associates Investment Consulting Group | Rochester | NY | 2008 | 2 | $4,200,000,000 | 100 | 50,000 |
Princeton/Park Avenue Investment Consulting | Princeton | NJ | 2019 | 6 | $4,195,799,891 | 18 | 28,548 |
Plan Resource Group at RBC | Pasadena | CA | 2015 | 3 | $4,046,167,353 | 71 | 37,653 |
NFP Maitland | Maitland | FL | 2006 | 4 | $4,000,000,000 | 75 | 100,000 |
Graystone Consulting - Metropolitan Washington DC Office | Potomac | MD | 1983 | 4 | $3,942,000,000 | 6 | 10,000 |
Alpha Pension Group, a division of Hub New England | Boston | MA | 2003 | 3 | $3,900,000,000 | 645 | 55,000 |
OneDigital - Utah | Sandy | UT | 1999 | 1 | $3,900,000,000 | 175 | 60,000 |
Mariner Wealth Advisors | Overland Park | KS | 2006 | 13 | $3,808,450,807 | 297 | 37,002 |
GRP Financial California | San Clemente | CA | 2014 | 4 | $3,655,995,195 | 95 | 48,576 |
Procyon Partners, LLC | Shelton | CT | 2017 | 17 | $3,600,000,000 | 108 | 40,000 |
Oswald Financial, Inc. | Cleveland | OH | 1999 | 5 | $3,585,631,547 | 304 | 79,461 |
Handler Investment Consulting Group of Raymond James | Beverly Hills | CA | 2014 | 7 | $3,550,000,000 | 59 | 40,000 |
Gallagher Philadelphia | Mount Laurel | NJ | 2008 | 5 | $3,542,776,275 | 106 | 48,639 |
Spectrum Investment Advisors | Mequon | WI | 1995 | 19 | $3,505,950,584 | 152 | 40,513 |
Pensionmark Nashville | Brentwood | TN | 2012 | 2 | $3,500,000,000 | 24 | 75,000 |
Lebel & Harriman Retirement Advisors | Falmouth | ME | 1978 | 9 | $3,500,000,000 | 180 | 20,000 |
Trillium Partners – UBS | Atlanta | GA | 1983 | 3 | $3,500,000,000 | 85 | 120,000 |
Advus Financial Partners, LLC | Lake Mary | FL | 1991 | 4 | $3,473,476,773 | 57 | 53,550 |
The Wilshinsky Group at Graystone Consulting | New York | NY | 1972 | 4 | $3,470,000,000 | 55 | 49,000 |
Cornerstone Advisors Asset Management, LLC | Bethlehem | PA | 1997 | 25 | $3,451,889,559 | 139 | 18,249 |
Legacy Strategic Asset Management of Wells Fargo Advisors | Hudson | OH | 1987 | 6 | $3,436,787,194 | 10 | 22,914 |
Graystone Consulting | Cincinnati | Cincinnati | OH | 1990 | 5 | $3,400,000,000 | 77 | Over 20,000 |
Summit Financial, a division of HUB International | Wilmington | MA | 1994 | 6 | $3,370,834,795 | 267 | 34,824 |
Millennium Advisory Services, Inc, a HUB International Company | Glen Allen | VA | 2001 | 13 | $3,365,433,949 | 57 | 33,570 |
NWK Group, Inc. | San Francisco | CA | 2002 | 5 | $3,352,031,431 | 64 | 18,485 |
Shepherd Financial | Carmel | IN | 2015 | 5 | $3,342,546,542 | 228 | 45,296 |
Graystone Consulting-Atlanta | Atlanta | GA | 1997 | 2 | $3,331,185,648 | 74 | 40,059 |
Bridgehaven Fiduciary Partners | Warren | NJ | 2010 | 2 | $3,300,000,000 | 69 | 63,000 |
Mayflower Advisors | Boston | MA | 2002 | 8 | $3,250,000,000 | 190 | 28,000 |
Pacific Portfolio Consulting, LLC | Seattle | WA | 1992 | 6 | $3,128,579,194 | 49 | 33,964 |
Kelliher Corbett Group at Morgan Stanley | Norwell | MA | 1992 | 6 | $3,110,975,926 | 70 | 30,000 |
http://www.ajg.com/us/services/retirement-plan-consulting | Rolling Meadows | IL | 2010 | 3 | $3,058,187,095 | 166 | 33,000 |
Robinson Private Client Group of Oppenheimer & Co. Inc. | Winston-Salem | NC | 2009 | 2 | $3,050,400,067 | 36 | 47,227 |
CAPTRUST Harrisonburg | Harrisonburg | VA | 1994 | 2 | $3,036,049,216 | 42 | 20,000 |
H&H Advisors | Bloomfield | CT | 1996 | 4 | $2,973,000,000 | 95 | 23,750 |
SageView West Palm Beach | West Palm Beach | FL | 2007 | 5 | $2,955,964,112 | 70 | 60,000 |
Wintrust Retirement Benefits Advisors | Chicago, IL | IL | 2013 | 3 | $2,900,000,000 | 185 | 64,000 |
Burnham Gibson Wealth Advisors, LLC. A Baldwin Risk Partner | Irvine | CA | 2016 | 15 | $2,861,809,000 | 113 | 46,000 |
DH Consulting of Raymond James | Beverly Hills | CA | 2014 | 7 | $2,750,000,000 | 40 | 30,000 |
Assurance, a Marsh McLennan Agency LLC Company | Schaumburg | IL | 2006 | 4 | $2,700,000,000 | 185 | 65,000 |
Graystone Consulting Columbus/Grand Rapids | Columbus | OH | 1999 | 8 | $2,600,000,000 | 49 | 47,000 |
AFS 401(k) Retirement Services, LLC | Bethesda | MD | 2006 | 4 | $2,495,000,000 | 92 | 21,250 |
The Vierra Group at UBS Institutional Consulting | Boston | MA | 1981 | 1 | $2,480,222,900 | 71 | 42,476 |
HUB Retirement and Wealth Management - Houston, TX | Houston | TX | 2002 | 4 | $2,452,985,307 | 119 | 43,955 |
HUB Retirement and Wealth Management - Woodbury, NY | Woodbury | NY | 1992 | 2 | $2,376,175,500 | 45 | 13,300 |
OneDigital - Orlando | Orlando | FL | 1994 | 3 | $2,350,000,000 | 187 | 150,000 |
Washington Financial Group, a division of HUB International Mid-Atlantic Inc. | McLean | VA | 1983 | 4 | $2,200,000,000 | 205 | 28,000 |
SageView Hawaii | Honolulu | HI | 2015 | 2 | $2,161,292,486 | 41 | 13,203 |
Comperio Retirement Consulting | Cary | NC | 2006 | 3 | $2,100,000,000 | 33 | 25,000 |
CAPTRUST Chesterton | Chesterton | IN | 2004 | 13 | $2,068,256,720 | 147 | 26,116 |
HUB Retirement and Wealth Management, formerly Baystate Fiduciary Advisors | Boston | MA | 2002 | 1 | $2,019,247,629 | 36 | 13,823 |
OneDigital - Bay Area | Lafayette | CA | 2007 | 9 | $1,900,000,000 | 245 | 34,000 |
CAPTRUST Phoenix | Phoenix | AZ | 2002 | 6 | $1,822,658,973 | 69 | 3,476 |
Woodruff Sawyer | San Francisco | CA | 1984 | 3 | $1,800,000,000 | 97 | 26,000 |
The Beacon Group at Morgan Stanely | Blue Bell | PA | 1997 | 4 | $1,800,000,000 | 110 | 7,000 |
CAPTRUST Austin | Austin | TX | 2010 | 2 | $1,774,004,472 | 32 | 28,000 |
The Mahoney Group of Raymond James | West Nyack | NY | 1994 | 5 | $1,758,725,587 | 53 | 22,500 |
Graystone Consulting -The Atlantic Group | Boca Raton | FL | 2002 | 9 | $1,754,060,848 | 60 | 30,966 |
Graystone Consulting - Portland | Portland | OR | 2004 | 1 | $1,750,000,000 | 50 | 18,000 |
Graystone Consulting - Charleston, WV | Charleston | WV | 2006 | 7 | $1,725,000,000 | 55 | 26,500 |
Plexus Financial Services, LLC | Deer Park | IL | 1990 | 4 | $1,700,000,000 | 80 | 28,000 |
Valley Forge Investment Consultants, Inc. | Berwyn | PA | 1991 | 7 | $1,700,000,000 | 138 | 23,000 |
The Ratay Group at Morgan Stanley | Fort Myers | FL | 2000 | 2 | $1,700,000,000 | 40 | 8,000 |
CAPTRUST Sacramento | Sacramento | CA | 1987 | 8 | $1,688,781,960 | 176 | 13,000 |
HORAN | Cincinnati | OH | 1948 | 19 | $1,667,488,607 | 78 | 17,392 |
Three Bell Capital | Los Altos | CA | 2011 | 5 | $1,550,000,000 | 200 | 18,000 |
OneGroup Retirement Advisors | Syracuse | NY | 2015 | 4 | $1,526,527,747 | 162 | 17,072 |
Renaissance Benefit Advisors Group | New York | NY | 2008 | 2 | $1,525,000,000 | 31 | 8,100 |
Northeast Financial Group | Westfield | NJ | 1995 | 2 | $1,517,031,825 | 78 | 13,051 |
Lawley Retirement Advisors, LLC | Buffalo | NY | 2011 | 5 | $1,500,000,000 | 146 | 25,500 |
The Noble Group | Sugar Land | TX | 1996 | 12 | $1,500,000,000 | 150 | 35,000 |
HUB International Mid-Atlantic Rockville MC | Rockville | MD | 2000 | 3 | $1,500,000,000 | 103 | 21,155 |
CAPTRUST Los Angeles | Westlake Village | CA | 2009 | 1 | $1,491,622,277 | 13 | 12,375 |
The Rinehart Sussli Financial Group | Cincinnati | OH | 1990 | 3 | $1,476,000,000 | 40 | 20,583 |
Fiduciary Plan Partners | Westfield | NJ | 2011 | 1 | $1,450,000,000 | 77 | 32,000 |
CAPTRUST Houston | Houston | TX | 2009 | 1 | $1,441,386,594 | 23 | 11,250 |
JKJ Retirement Services | Newtown | PA | 1934 | 2 | $1,432,000,000 | 72 | 6,600 |
Beacon Pointe Advisors | Newport Beach | CA | 2002 | 6 | $1,429,945,659 | 152 | 5,000+ |
Aldrich Wealth | Lake Oswego | OR | 1998 | 5 | $1,417,356,417 | 80 | 11,561 |
Finspire, LLC | Schaumburg | IL | 2018 | 5 | $1,412,654,000 | 57 | 34,300 |
Retirement Resources Phillips/McGinn | Peabody | MA | 1994 | 2 | $1,400,000,000 | 35 | 22,000 |
The Brice Group | Birmingham | MI | 1967 | 5 | $1,362,000,000 | 89 | 22,537 |
Rockland Trust | Hanover | MA | 2005 | 8 | $1,360,812,474 | 174 | 14,520 |
A.P. Lubrano & Company, Inc. | Paoli | PA | 1989 | 15 | $1,324,506,243 | 39 | ~65,000 |
The Gaertner Investment Consulting Group at UBS | Westlake | OH | 2005 | 3 | $1,304,000,000 | 74 | 12,000 |
The Dubie Group at Morgan Stanley | Colchester | VT | 1997 | 2 | $1,243,000,000 | 112 | 14,745 |
E&M Consulting | Westlake | OH | 1991 | 4 | $1,238,749,037 | 61 | 31,500 |
Retirement & Benefit Partners | Barrington | RI | 2017 | 4 | $1,237,780,544 | 60 | 10,976 |
Hickok & Boardman Retirement Solutions | Burlington | VT | 1990 | 4 | $1,210,000,000 | 88 | 15,197 |
401k Plan Professionals | Edina | MN | 2007 | 3 | $1,200,000,000 | 115 | 9,261 |
The Butler Group | Norwell | MA | 2003 | 1 | $1,200,000,000 | 15 | 9,200 |
The Lehigh Valley Group at Morgan Stanley | Allentown | PA | 1999 | 4 | $1,190,331,220 | 79 | 12,200 |
Infinitas | Overland Park | KS | 1999 | 26 | $1,180,000,000 | 146 | 20,400 |
Raffa Retirement Services a HUB International Company | Rockville | MD | 1999 | 6 | $1,160,000,000 | 176 | 10,977 |
FRS Advisors | Wayne | PA | 2002 | 7 | $1,149,894,260 | 142 | 24,908 |
FSRP | Bedford | NH | 2007 | 10 | $1,100,000,000 | 204 | 17,513 |
MMA Retirement Services - Northeast Region | Saddle Brook | NJ | 1926 | 3 | $1,100,000,000 | 114 | 35,000 |
Vita Planning Group | Vancouver | WA | 1979 | 3 | $1,094,576,990 | 70 | 10,710 |
Impact Wealth Management | Irvine | CA | 2009 | 15 | $1,069,700,000 | 1040 | 11,900 |
The Banas-Yu Wealth Management Group | Chicago | IL | 1994 | 2 | $1,063,000,000 | 27 | 10,000 |
Silicon Valley Retirement Services | San Jose | CA | 2010 | 2 | $1,062,000,000 | 52 | 14,200 |
CCR Wealth Management, LLC | Westborough | MA | 1998 | 3 | $1,055,539,100 | 399 | 10,000 |
RSG Advisory | Portsmouth | NH | 2005 | 1 | $1,047,194,429 | 156 | 12,073 |
First Western Trust Retirement Services Group | Denver | CO | 2007 | 4 | $1,038,473,050 | 90 | 21,482 |
Campbell Courtright Group of Raymond James | Boise | ID | 2002 | 2 | $1,030,101,100 | 41 | 13,864 |
Venture Visionary Partners LLC | Sylvania | OH | 2019 | 3 | $1,019,111,535 | 95 | 17,699 |
Waterford, An Alera Group Company | Rochester | NY | 2011 | 2 | $1,000,040,000 | 140 | 12,000 |
Paris International | Great Neck | NY | 1970 | 7 | $1,000,000,000 | 150 | 10,000 |
Quintes Financial Services, LLC | Watsonville | CA | 1986 | 3 | $1,000,000,000 | 230 | 15,000 |
RCM&D Retirement Services | Towson | MD | 2010 | 3 | $1,000,000,000 | 65 | 9,000 |
M3 Financial | Madison | WI | 2010 | 6 | $1,000,000,000 | 104 | 18,000 |
FinDec Co | Stockton | CA | 1997 | 6 | $976,500,000 | 350 | 15,000 |
Schneider Downs Wealth Management Advisors, LP | Pittsburgh | PA | 2000 | 8 | $976,294,330 | 103 | 13,482 |
Pensionmark Austin | Austin | TX | 2010 | 2 | $976,000,000 | 64 | 19,500 |
Excelsior Wealth Management | New York | NY | 1996 | 3 | $961,585,347 | 35 | 9,701 |
The Gibson Group at Morgan Stanley | Houston | TX | 2005 | 2 | $957,550,000 | 35 | 13,000 |
EPIC Team | New York | NY | 1999 | 3 | $939,413,754 | 54 | 8,800 |
SFP Wealth | Wellesley | MA | 2007 | 4 | $930,000,000 | 174 | 10,000 |
Gordon Asset Management, LLC | Durham | NC | 2001 | 3 | $926,000,000 | 111 | 9,700 |
HUB International Fort Worth | Fort Worth | TX | 2007 | 2 | $911,000,000 | 129 | 23,000 |
SageView Advisory Colorado | Louisville | CO | 2016 | 2 | $900,000,000 | 23 | 10,000 |
Pensionmark San Antonio Office | Garden Ridge | TX | 2010 | 9 | $900,000,000 | 302 | 34,000 |
MMA Retirement Services - Southwest Region | Dallas | TX | 1926 | 4 | $900,000,000 | 97 | 27,639 |
ISC Advisors, Inc. | Dallas | TX | 1989 | 5 | $884,080,498 | 171 | 14,000 |
Ellison Kibler & Associates | Columbia | SC | 1983 | 10 | $880,103,538 | 60 | 11,646 |
Continuity Group of Wells Fargo Advisors | Eugene | OR | 1999 | 8 | $873,646,402 | 108 | 13,528 |
BST Group | Middleton | MA | 1999 | 3 | $871,909,644 | 86 | 15,000 |
Ancora Retirement Plan Advisors | Cleveland | OH | 2001 | 4 | $856,421,852 | 162 | 11,249 |
CSi Advisory Services | Indianapolis | IN | 1971 | 5 | $850,362,431 | 214 | 16,427 |
Abeyta Bueche & Sanders Group | San Antonio | TX | 2005 | 4 | $850,000,000 | 45 | 13,000 |
The J.K. Meek Group at Graystone Consulting | Baltimore | MD | 1992 | 6 | $848,392,000 | 19 | 12,709 |
The Gehler Luedke Group | Madison | WI | 2006 | 2 | $816,796,111 | 8 | 9,304 |
The Churchman Group at Morgan Stanley | Indianapolis | IN | 1982 | 3 | $800,000,000 | 41 | 12,000 |
401(k) & 403(b) Fiduciary Advisors, Inc. | San Mateo | CA | 2010 | 2 | $800,000,000 | 160 | 10,000 |
PPS Retirement Advisors | Williamsville | NY | 2017 | 3 | $799,900,000 | 108 | 9,787 |
Provenance Wealth Advisors Corporate Retirement Plans Group | Fort Lauderdale | FL | 2006 | 3 | $787,976,909 | 152 | 11,836 |
Arvest Wealth Management Retirement Plan Consulting Group | Rogers | AR | 1986 | 9 | $777,474,350 | 234 | 13,820 |
CFS Investment Advisory Services, LLC | Totowa | NJ | 1993 | 2 | $760,000,000 | 115 | 7000+ |
www.TrutinaFinancial.com | Bellevue | WA | $752,653,410 | 137 | 10,310 | ||
Sapers & Wallack Retirement | Newton | MA | 1932 | 4 | $741,260,443 | 51 | 7,191 |
The Gulf Coast Group at UBS | Tampa | FL | 2014 | 4 | $736,636,209 | 129 | 18,950 |
SevenHills Cleveland Benefit Partners – A Pensionmark Firm | Bloomington | MN | 1986 | 3 | $728,814,669 | 53 | 6,740 |
The Clift Group at RBC | Dallas | TX | 1985 | 3 | $718,571,000 | 20 | 27,500 |
The Legacy Group | Jericho | NY | 2019 | 5 | $700,000,000 | 175 | 40,000 |
SEIA | Tysons Corner | VA | 1997 | 2 | $700,000,000 | 110 | 12,000 |
LHD Retirement | Indianapolis | IN | 2004 | 3 | $695,863,863 | 90 | 11,200 |
Kidder Advisers, Inc. | Clive | IA | 1996 | 6 | $690,000,000 | 168 | 8,200 |
RTD Financial Advisors | Philadelphia | PA | 1983 | 24 | $689,495,809 | 56 | 7,381 |
Aegis Retirement Group, a division of HUB Retirement and Private Wealth | Memphis | TN | 2012 | 1 | $675,000,000 | 115 | 13,000 |
Beltz Ianni & Associates | Rochester | NY | 2001 | 16 | $651,713,034 | 94 | 9,808 |
PensionmarkMeridien | Providence | RI | 1975 | 6 | $650,000,000 | 75 | 4,000 |
Abbey Street | Eden Prairie | MN | 2018 | 1 | $645,000,000 | 43 | 10,500 |
Stark Miller Financial Benefits Group | Lafayette | CA | 1967 | 2 | $623,000,000 | 89 | 8,000 |
Aprio Retirement Plan Services | Atlanta | GA | 3 | $606,614,361 | 187 | 8,000 | |
AssuredPartners Financial Advisors - West Des Moines | West Des Moines | IA | 2 | $599,015,255 | 52 | 7,733 | |
Retirement Plan Consulting Group | Hauppauge | NY | 2016 | 5 | $577,785,803 | 108 | 20,751 |
The EWS Group at Morgan Stanley | Rochester | NY | 2014 | 3 | $573,000,000 | 50 | 8,500 |
Marcum Wealth | Cleveland | OH | 2014 | 6 | $570,000,000 | 147 | 9,000 |
The Bearing Group | Chicago | IL | 1992 | 4 | $570,000,000 | 39 | 5,100 |
Peninsula Financial Group at UBS | San Mateo | CA | 2008 | 5 | $567,537,828 | 37 | 8,044 |
CSG Capital Parnters | Washington | DC | 2004 | 5 | $565,000,000 | 36 | 12,750 |
CoSource Financial Group | Lafayette | LA | 2001 | 4 | $550,800,000 | 217 | 6,510 |
Stanger Tacktill Group | Melville | NY | 2006 | 4 | $550,000,000 | 30 | 25,000 |
Kornerstone, Inc. | Chico | CA | 2014 | 4 | $541,000,000 | 160 | 9,500 |
Westgate Capital Consultants | University Place | WA | 1986 | 4 | $536,000,000 | 115 | 6,600 |
Summit Financial Group, Inc. | Dallas | TX | 1988 | 3 | $530,000,000 | 97 | 9,162 |
DDMP Investment Advisors | Elizabethtown | PA | 2006 | 8 | $516,000,000 | 88 | 7,948 |
Wealth Partners Alliance | Dallas | TX | 2019 | 2 | $512,000,000 | 54 | 4,000 |
Becker Suffern McLanahan, Ltd. | Mandeville | LA | 1962 | 3 | $511,946,511 | 167 | 4,995 |
Latus Group, Ltd. | Las Vegas | NV | 2009 | 3 | $502,000,000 | 65 | 14,100 |
Twelve Points Retirement Advisors | Concord | MA | 2015 | 5 | $500,022,685 | 96 | 5,644 |
Brio Benefit Consulting - Retirement Services | New York | NY | 2019 | 2 | $500,000,000 | 40 | 7,786 |
The HF Retirement Group of Wells Fargo Advisors | Los Angeles | CA | 2006 | 3 | $500,000,000 | 75 | 6,500 |
CAPTRUST Greenwich | Greenwich | CT | 2013 | 2 | $499,944,517 | 10 | 8,700 |
Connor & Gallagher OneSource | Lisle | IL | 2016 | 3 | $498,500,000 | 85 | 13,000 |
Buckman and Corning Financial Strategies Group | Scottsdale | AZ | 2010 | 4 | $498,405,361 | 94 | 24,793 |
Hilb Group Retirement Services | Cranston | RI | 2009 | 2 | $495,397,625 | 180 | 8,076 |
The Fortis Wealth Management Group at Morgan Stanley | Columbus | OH | 2015 | 10 | $490,657,194 | 53 | 5,367 |
Insight Financial Solutions | Grand Junction | CO | 2007 | 5 | $490,000,000 | 50 | 6,500 |
Pensionmark- Cincinnati | Cleves | OH | 2018 | 1 | $489,000,000 | 23 | 7,100 |
Tao Investments Hawai`i | Honolulu | HI | 2004 | 5 | $487,297,960 | 89 | 5,133 |
Monarch Plan Advisors | Simi Valley | CA | 2013 | 4 | $484,068,836 | 100 | 10,559 |
Boston Private Wealth | Boston | MA | 2015 | 2 | $482,490,040 | 59 | 6,900 |
Geringer Laub Wealth Management Group | Wichita | KS | 1983 | 3 | $475,000,000 | 45 | 7,800 |
LoVasco Consulting Group | Detroit | MI | 2013 | 4 | $474,000,000 | 67 | 6,028 |
Retirement Impact, LLC | Andover | MA | 2021 | 2 | $468,915,951 | 28 | 3,570 |
OnPoint Wealth Partners | Cleveland | OH | 2001 | 4 | $450,000,000 | 85 | 3,500 |
Constitution Group of Wells Fargo Advisors | Glastonbury | CT | 2015 | 4 | $450,000,000 | 115 | 23,000 |
Bienville Capital Group | Metairie | LA | 2003 | 1 | $440,529,384 | 126 | 8,000 |
The Karelitz Group at Morgan Stanley | Wellesley | MA | 2007 | 4 | $440,000,000 | 108 | 16,000 |
JMB Wealth Management, Inc. | Torrance | CA | 2006 | 1 | $421,998,422 | 61 | 11,000 |
Retirement Fiduciary Group, LLC | Andover | MA | 2019 | 4 | $406,000,000 | 52 | 13,553 |
Florida Pension Group | St Johns | FL | 1998 | 5 | $404,000,000 | 101 | 10,300 |
Stonebridge Financial Group | Grand Rapids | MI | 2004 | 5 | $400,000,000 | 90 | 5,000 |
Legacy 401k Partners | Grapevine | TX | 2009 | 2 | $400,000,000 | 26 | 15,000 |
Insight Financial Partners, LLC | Crystal Lake | IL | 2017 | 2 | $396,113,424 | 37 | 21,114 |
The Sides Group at RBC Wealth Management | York | PA | 2000 | 5 | $390,230,790 | 66 | 5,092 |
AssuredPartners Financial Advisors Wisconsin | Middleton | WI | 1983 | 3 | $388,785,745 | 32 | 4,358 |
QP Consulting, LLC | Takoma Park | MD | 2002 | 1 | $383,707,000 | 38 | 3,000 |
Anderson Financial Group | Brookeville | MD | 2014 | 3 | $366,299,598 | 41 | 6,346 |
Manhattan Ridge Advisors | New York | NY | 2006 | 8 | $354,425,150 | 74 | 7,465 |
Paragon HM Wealth Management Group at Morgan Stanley | Birmingham | AL | 2004 | 9 | $337,912,301 | 100 | 4,770 |
Eukles Wealth Management | Cincinnati | OH | 2011 | 5 | $336,000,000 | 46 | 5,300 |
Stokes Institutional | New Orleans | LA | 2019 | 5 | $334,715,988 | 30 | 3,017 |
Lifetime Benefits | Gaithersburg | MD | 1999 | 2 | $326,857,600 | 34 | 4,710 |
Retirement Plan Solutions | Waukesha | WI | 2004 | 2 | $315,494,980 | 24 | 3,425 |
Equity Planning Group | Toledo | OH | 1999 | 3 | $313,363,139 | 73 | 4,800 |
KB Financial Companies, LLC | Princeton | NJ | 2012 | 8 | $312,476,809 | 37 | 3,436 |
OnTrack 401(k) | Middletown | MD | 2009 | 2 | $311,000,000 | 89 | 3,750 |
TRITIS Wealth Mangement, LLC | Sugar Land | TX | 2009 | 4 | $310,000,000 | 170 | 5,800 |
Mariner Wealth Advisors - West Chester/Cincinnati | Cincinnati | OH | 1994 | 2 | $308,000,000 | 58 | 3,600 |
Fiduciary Wealth Management | Reston | VA | 2014 | 2 | $303,385,998 | 88 | 5,600 |
Douglas R. Peete & Associates | Overland Park | KS | 1980 | 1 | $302,933,783 | 192 | 3,535 |
Wealth Advisory Group of DiLauro Wracher & Thomas | Akron | OH | 2015 | 9 | $300,000,000 | 470 | 2,340 |
Benefit Partners Financial Group | Libertyville | IL | 1996 | 1 | $300,000,000 | 118 | 2,300 |
The University Group | Seattle | WA | 2015 | 3 | $294,500,000 | 17 | 1,950 |
Graystone Consulting - Raleigh, Wichita, Dallas & Kansas City | Raleigh | NC | 2014 | 9 | $290,198,635 | 36 | 3,236 |
The Burns/ Marchiano Group | Morristown | NJ | 2010 | 5 | $290,000,000 | 55 | 4,200 |
Horizon Financial Group | Baton Rouge | LA | 1999 | 2 | $286,000,000 | 73 | 4,700 |
Alpha Capital Management Group | Greenwood Village | CO | 2015 | 3 | $275,000,000 | 335 | 7,500 |
Mid-Atlantic Planning Services | Allentown | PA | 2006 | 2 | $274,000,000 | 85 | 4,300 |
Graystone Consulting – Farmington Hills, MI | Farmington Hills | MI | 1985 | 4 | $273,708,594 | 24 | 2,096 |
Align Retirement Plan Advisors | Lancaster | PA | 2007 | 4 | $267,000,000 | 29 | 7,316 |
Kirby Wealth Management Group | Champaign | IL | 1995 | 1 | $254,000,000 | 75 | 4,043 |
EverThrive Financial Group | Birmingham | AL | 2004 | 3 | $252,478,425 | 32 | 4,351 |
Hamilton Capital | Columbus | OH | 1997 | 32 | $244,989,028 | 123 | N/A |
Odyssey Financial Group LLC | Oklahoma City | OK | 2013 | 2 | $237,000,000 | 80 | 774 |
Correct Capital Wealth Management | Clayton | MO | 2018 | 3 | $236,000,000 | 36 | 4,400 |
Michael Clark, CFP® | Orlando | FL | 2008 | 1 | $225,000,000 | 28 | 11,350 |
Panfang Fu | Newport Beach | CA | 1993 | 1 | $203,000,000 | 25 | 1,300 |
KerberRose | Shawano | WI | 2016 | 2 | $202,339,901 | 132 | 2,749 |
N. W. KAYE PRIVATE WEALTH MANAGEMENT | New Orleans | LA | 2015 | 4 | $201,500,000 | 5 | 1,750 |
DeNovo Advisory Group | Dallas | TX | 2010 | 11 | $200,000,000 | 42 | 3,800 |
The Woei Retirement Group | Tampa | FL | 2 | $196,618,671 | 44 | 6,713 | |
The Legacy Wealth Management Team | Davenport | IA | 2010 | 5 | $195,901,049 | 32 | 3,367 |
IVC Wealth Advisors | Silverdale | PA | 1994 | 4 | $193,235,000 | 50 | 2,958 |
Eidlin-Kilmer & Associates | Pittsford | NY | 1998 | 5 | $192,054,202 | 43 | 3,200 |
The Edwards Group at Morgan Stanley | Columbus | OH | 1989 | 5 | $186,852,267 | 256 | 5,350 |
Converse Team Financial Services | Wichita | KS | 2002 | 3 | $181,303,400 | 122 | 6,300 |
The Zelniker Dorfman Carr & Heritage Group | New York | NY | 1992 | 7 | $181,000,000 | 20 | 960 |
S.C. Asset Advisors of Janney Montgomery Scott LLC | Columbia | SC | 2013 | 2 | $178,120,432 | 22 | 2,400 |
Summit Group Retirement Planners, Inc. | Exton | PA | 2013 | 2 | $172,000,000 | 60 | 4,300 |
Centura Advisors, LLC | Baton Rouge | LA | 2001 | 5 | $165,000,000 | 92 | 2,900 |
Investors Brokerage of Texas, Ltd. | Waco | TX | 2000 | 2 | $163,588,549 | 32 | 2,069 |
Saling Simms Associates | Delaware | OH | 1983 | 3 | $160,471,870 | 68 | 2,255 |
The Wilson Group | Raleigh | NC | 2015 | 3 | $152,000,000 | 34 | 3,200 |
MTN Group at J.P. Morgan | Dallas | TX | 2007 | 2 | $150,000,000 | 15 | 1,000 |
Financial Technology, Inc. | East Lansing | MI | 1980 | 5 | $140,792,000 | 67 | 1,100 |
Legacy Wealth Management | Melville | NY | 2019 | 4 | $137,341,329 | 24 | 2,395 |
Archford | Swansea | IL | 2013 | 7 | $122,306,022 | 56 | 2,570 |
Garnett Retirement Group/Hub International | Palm Harbor | FL | 2009 | 2 | $121,000,000 | 44 | 2,500 |
Retirement Plan (k)onsultant, LLC | Haddon Township | NJ | 2020 | 2 | $120,550,208 | 26 | 2,093 |
The Sentinel Ponte Vedra Group at Morgan Stanley | Ponte Vedra Beach | Fl | 2020 | 4 | $105,000,000 | 17 | 2,100 |