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NAPA Top DC Advisor Teams - (2024)

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, 2023, 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. 

Please Note: The accolade is based on the previous calendar year’s numbers but was too unwieldy and confusing to tag it as such. We have updated the title to reflect the year in which it’s released even though it is still based on last year's numbers. Hence you will not find a list titled “2023” in the archives.

 

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Advisor Team City State Year Est. # of Advisors Total Asset Value (12/31/23) Total # of Plans (12/31/23) Total Participants (12/31/23)
CAPTRUST - New York New York NY 2012 12 $172,720,324,115 328 539,238
CAPTRUST - Raleigh Raleigh NC 1997 18 $103,755,826,639 635 969,236
CAPTRUST - Richmond Richmond VA 1998 2 $90,452,193,266 163 363,158
Global Corporate Institutional and Advisory Services Atlanta GA 1999 87 $83,724,583,150 61 908,759
CAPTRUST - Warren, NJ Warren NJ 1992 11 $69,036,079,170 235 414,961
CAPTRUST - Chicago Chicago IL 1977 17 $50,340,404,133 57 283,748
CAPTRUST - Allentown Allentown PA 2000 3 $45,223,259,929 198 165,330
Innovest Portfolio Solutions, LLC Denver CO 1996 19 $33,000,000,000 276 422,239
CAPTRUST - Doylestown, PA Doylestown PA 2006 4 $32,727,657,678 165 370,620
SageView Newport Beach Newport Beach CA 1989 7 $32,691,346,621 374 583,000
Multnomah Group Portland OR 2003 9 $31,707,435,043 270 240,000
CAPTRUST - Charlotte Charlotte NC 2003 5 $31,582,817,611 79 188,239
CAPTRUST - Minneapolis Minneapolis MN 1995 4 $29,446,336,428 80 277,462
Retirement Plan Analytics/RPA Financial Charlotte NC 2015 6 $26,378,000,000 1000 366,000
MMA-Centurion Conshohocken PA 2006 14 $26,109,317,437 254 426,000
Flagship Financial Partners, UBS Wealth Management Stamford CT 2006 10 $24,150,000,000 385 310,000
SageView Phoenix Phoenix AZ 2005 5 $22,278,591,876 154 191,202
Compass Financial Partners (Marsh & McLennan Agency Company) Greensboro NC 2002 7 $22,009,000,000 204 292,000
CAPTRUST - Orlando Lake Mary FL 2010 1 $21,487,409,274 39 183,060
Advanced Capital Group Minneapolis MN 2002 7 $21,285,083,020 140 164,000
CAPTRUST - Portland Falmouth ME 2006 1 $19,827,023,848 47 263,369
Newfront Retirement Services San Francisco CA 2012 10 $19,537,490,178 398 308,514
Global Institutional Advisory Solutions New York City NY 2007 10 $18,451,559,752 49 192,187
SageView Advisory Group Boston MA 2005 2 $18,000,000,000 115 125,000
CAPTRUST - Atlanta Alpharetta GA 2005 5 $17,519,988,560 89 165,655
Institutional Investment Consulting Bloomfield Hills MI 2003 5 $16,700,000,000 39 250,000
Merrill - The Gsell/Bojovski Group Iselin NJ 1975 2 $16,220,020,391 35 70,911
Newport Capital Group Red Bank NJ 2004 12 $16,194,417,665 144 158,000
HUB Retirement and Wealth Management Northbrook IL 2005 10 $16,110,404,437 192 225,000
CAPTRUST - Dallas Dallas TX 2010 2 $15,429,222,025 64 185,259
HUB RPW UT Sandy Utah 2009 3 $14,734,082,275 159 167,847
SageView Southeast Knoxville TN 2003 6 $14,734,033,513 159 182,633
BFSG Institutional Services Irvine CA 1991 11 $14,546,398,704 93 166,906
SageView - Richmond, VA Newport Beach CA 2009 4 $14,200,000,000 86 564,918
SageView Advisory Group - Wayzata, MN Newport Beach CA 2009 2 $13,500,000,000 64 245,000
PearlStreet Investment Management of Stifel Grand Rapids MI 1992 4 $13,018,354,100 42 160,000
SageView - Woodside Woodside CA 2009 8 $12,500,000,000 165 140,000
Sequoia Consulting Group San Mateo CA 2008 23 $12,413,196,000 551 221,669
Clearstead Cleveland OH 1989 3 $12,300,000,000 95 N/A
Retirement Plan Advisors Seattle WA 1988 6 $11,172,960,154 250 N/A
Merrill - Laub Kuhn Wealth Management Wichita KS 1993 3 $11,128,223,254 32 6,500
Investment Research & Advisory Group, Inc. Atlanta GA 1992 10 $10,580,700,598 121 146,478
CAPTRUST - South Michigan Southfield MI 2000 8 $10,263,016,686 253 454,596
CAPTRUST - Tampa Tampa FL 1998 5 $10,135,063,909 63 20,300
OneDigital, Team DMV Baltimore MD 2016 16 $10,000,100,000 295 245,000
CAPTRUST - Birmingham Birmingham AL 2008 3 $9,816,431,589 63 135,523
CAPTRUST - Akron Akron OH 2009 4 $9,806,168,744 135 99,331
MarshMcLennan Agency - Northeast/New England Boston MA 1982 21 $9,730,000,000 529 275,000
OneDigital - Overland Park Overland Park KS 2001 13 $9,687,844,661 661 177,985
Graystone Los Angeles Westlake Village CA 2014 4 $9,539,286,482 64 N/A
Graystone Boston North Shore Middleton MA 1998 5 $9,500,000,000 88 146,000
Merrill - Cate Brunton Luc Group Indianapolis IN 2007 6 $9,495,552,489 70 75,089
Merrill - Spickler Wealth Management Group Bloomfield Hills MI 2000 3 $9,487,722,087 11 2,000
Graystone Consulting New York NY 1999 7 $9,000,000,000 115 100,000
SageView - Seattle Newport Beach CA 2014 2 $8,959,049,824 62 35,000
The Robertson Group at Graystone Consulting Columbus OH 1994 13 $8,751,342,285 108 92,533
Marsh McLennan Agency - West San Diego CA   23 $8,429,675,522 542 110,000
The Parks Group at Graystone Consulting Milwaukee WI 1981 11 $8,106,988,774 85 110,000
SageView Chicago Newport Beach CA 2008 5 $8,014,326,448 109 113,879
MMA Retirement Services – Upper Midwest Region Minneapolis MN 1986 12 $7,473,957,691 322 225,000
CAPTRUST - Des Moines West Des Moines IA 1998 6 $7,293,043,815 115 76,869
Qualified Plan Advisors - Houston Houston TX 2011 7 $7,161,674,458 93 100,000+
Conrad Siegel Harrisburg PA 2002 4 $7,014,174,702 106 77,153
OneDigital Atlanta Atlanta GA 2021 17 $6,844,803,770 371 118,062
Strategic Retirement Partners - Indy/Columbus Westerville OH 2004 4 $6,540,538,712 77 51,356
OneDigital Investment Advisors - Carolinas Overland Park KS 1992 6 $6,446,416,059 229 41,420
Qualified Plan Advisors - Nebraska Omaha NE 2018 3 $5,940,813,620 223 48,000
Merrill - GBSDC & Associates Lakewood Ranch FL 1999 16 $5,873,687,042 340 75,000
Gallagher Retirement Boston Boston MA   8 $5,500,000,000 235 87,000
South Central Group, UBS Wealth Management The Woodlands TX 2011 2 $5,400,000,000 28 11,000
Bolton Investment Towson MD 1994 5 $5,335,894,902 86 79,545
CAPTRUST - Santa Barbara Santa Barbara CA 1988 2 $5,279,480,115 87 71,730
Merrill - The Kass/Freeman Group New York NY 2004 4 $5,174,059,360 32 25,000
CAPTRUST - Pittsburgh Pittsburgh PA 2003 2 $5,149,899,562 32 15,320
Retirement Plan Advisors Chicago IL 2000 55 $5,100,516,425 689 80,201
The Mott Group at Graystone Consulting Houston TX 2013 3 $4,948,259,238 55 50,000
D’Aiutolo Malcolm & Associates Investment Consulting Group, UBS Wealth Management Buffalo NY 2008 3 $4,922,800,000 115 55,000
The Catanella Institutional Consulting Team, UBS Wealth Management Philadelphia PA 1992 2 $4,853,199,571 30 50,500
Millennium Advisory Services (HUB International) Glen Allen VA 2001 11 $4,644,000,000 88 51,023
Precept Advisory Group LLC Irvine CA 1987 7 $4,595,416,919 65 51,538
SageView West Palm Beach Newport Beach CA 2007 6 $4,512,979,750 104 91,600
OneDigital- Sandy, Utah Sandy UT 1990 5 $4,500,000,000 212 87,000
Lebel & Harriman Retirement Advisors Falmouth ME 1978 4 $4,500,000,000 211 25,000
GRP Financial California, a division of HUB International San Clemente CA 2014 4 $4,492,721,792 167 84,036
Greenspring Advisors - Institutional Client Group Towson MD 2004 4 $4,486,100,000 170 63,000
CAPTRUST - Houston Houston TX 2009 3 $4,486,086,647 36 33,212
The Wilshinsky Group at Graystone Consulting Scranton PA 1972 3 $4,450,000,000 60 64,000
Oswald Financial Cleveland OH 1999 16 $4,426,203,144 315 67,798
DH Consulting Group of Raymond James Beverly Hills CA 2014 7 $4,200,000,000 120 46,000
OneDigital Red Bank Red Bank NJ 1981 7 $4,153,773,678 208 49,717
Pension Consultants, Inc. Springfield MO 1994 7 $4,012,529,473 61 69,956
Graystone Consulting-Atlanta Atlanta GA 1997 2 $3,827,744,070 85 67,408
Procyon Partners, LLC Shelton CT 2017 22 $3,800,000,000 117 47,000
Shepherd Financial, LLC Carmel IN 2015 18 $3,777,083,309 265 60,000
Mayflower Financial Advisors, LLC Boston MA 2005 12 $3,775,000,000 205 33,000
MMA Retirement Services – Midwest Region Schaumburg IL 2006 6 $3,663,998,943 227 69,000
NWK Group San Francisco CA 2002 5 $3,559,651,674 64 25,721
HB Retirement Pittsburgh PA 2005 19 $3,525,000,000 300 56,500
Strategic Retirement Partners - Northeast Providence RI 2000 8 $3,495,456,794 84 19,727
Pensionmark Nashville Brentwood TN 2016 4 $3,400,000,000 57 127,000
Spectrum Investment Advisors Mequon WI 1995 10 $3,395,402,607 158 43,089
Tower Circle Partners of Janney Montgomery Scott Franklin TN 2008 2 $3,246,390,724 25 120,000
Cornerstone Advisors Asset Management, LLC Bethlehem PA 1997 26 $3,231,000,000 133 38,128
Merrill - J&R Group Chicago IL 1994 7 $3,162,432,395 132 50,000
Robinson Private Client Group of Oppenheimer & Co. Inc. Winston-Salem NC 2009 2 $3,103,407,111 37 47,036
The Chasin Group Jericho NY 1980 4 $3,028,640,634 21 34,195
Kelliher Corbett Group at Morgan Stanley Norwell MA 1992 7 $3,006,057,756 76 30,000
Pensionmark, A World Company (Santa Barbara) Santa Barbara CA 1988 1 $3,000,000,000 263 20,000
Graytsone Consulting - Columbus/Grand Rapids Columbus OH 1999 4 $2,901,277,338 56 39,335
The Vierra Group, UBS Institutional Consulting Boston MA 1994 2 $2,870,000,000 88 42,551
AFS 401(k) Retirement Services Bethesda MD 2006 5 $2,750,000,000 110 25,750
HUB Retirement and Wealth Management - McLean McLean VA 1983 4 $2,750,000,000 235 33,000
Wintrust Retirement Benefits Advisors Chicago IL 2013 3 $2,650,000,000 205 42,000
OneDigital - Tampa Tampa FL 2004 2 $2,603,720,000 93 41,175
HUB Mid-Atlantic Rockville Rockville MD 2000 7 $2,600,000,000 300 43,800
SageView Hawaii Honolulu HI 2015 1 $2,579,314,391 42 12,764
Eisen-Sessa Consulting Group Philadelphia PA 1990 3 $2,579,117,051 10 34,819
HUB International - Houston Houston TX 2002 4 $2,577,160,784 130 54,200
Princeton Financial Partners - RBC Institutional Consulting Princeton NJ 1997 4 $2,490,000,000 26 70,000
CAPTRUST - Harrisonburg Harrisonburg VA 1994 1 $2,476,757,390 34 23,909
OneDigital - Northern California Walnut Creek CA 2007 9 $2,425,000,000 271 47,000
CAPTRUST - Austin Austin TX 2010 2 $2,362,713,446 48 14,911
CAPTRUST - Phoenix Phoenix AZ 2002 2 $2,298,200,330 65 15,985
Strategic Retirement Partners - Midwest Urbandale IA 2000 6 $2,281,942,135 137 46,808
Woodruff Sawyer San Francisco CA 1985 2 $2,176,434,986 80 29,511
Princeton/Park Avenue Investment Consulting, UBS Wealth Management Princeton NJ 2019 7 $2,167,116,614 21 23,149
The Ratay Group at Morgan Stanley Fort Myers FL 1995 2 $2,100,000,000 59 10,000
Graystone Consulting - Troy Troy MI 2021 4 $2,085,700,000 20 11,000
HUB International RPW - Woodbury, NY Woodbury NY 2019 2 $2,050,000,000 52 27,000
Christensen Group Financial Eden Prairie MN 2009 1 $2,020,000,000 238 30,000
Graystone Consulting - Pacific Mountain Portland OR 2004 1 $2,000,000,000 50 23,000
Handler Investment Consulting Group of Raymond James Beverly Hills CA 1991 7 $1,900,000,000 56 52,000
Pensionmark San Antonio Garden Ridge TX 2010 12 $1,850,000,000 320 40,000
Lawley Retirement Advisors Buffalo NY 2011 5 $1,850,000,000 177 28,500
Comperio Retirement Consulting Cary NC 2006 3 $1,845,979,712 40 25,086
Strategic Retirement Partners - Northern California Redwood City CA 2003 3 $1,838,553,955 98 16,918
Merrill - Rennels/Stowell San Francisco CA 1990 2 $1,828,780,101 56 N/A
HUB Investment Advisors, Inc. Omaha NE 1992 2 $1,820,991,050 78 26,000
Merrill - Pantucci Bonvechio Group Los Angeles CA 2002 4 $1,761,669,106 39 28,000
CAPTRUST - Boston Boston MA 2012 2 $1,757,460,390 53 9,830
HORAN Wealth Cincinnati OH 1948 10 $1,739,000,000 73 18,005
Guidance Point Retirement Services, LLC. Portland ME 2012 4 $1,726,808,349 66 40,158
CAPTRUST - Chesterton Chesterton IN 2004 10 $1,718,352,046 177 12,306
Aldrich Wealth Lake Oswego OR 1998 6 $1,711,422,737 88 12,245
Valley Forge Investment Consultants, Inc. Audubon PA 1991 7 $1,700,000,000 131 25,500
The Retirement Strategies Group of UBS Cincinnati OH 1990 4 $1,700,000,000 58 23,000
Plexus Financial Services, LLC Deer Park IL 1993 4 $1,700,000,000 80 35,000
The Retirement Strategies Group, UBS Wealth Management Cincinnati OH 1990 4 $1,700,000,000 58 23,000
Merrill - The DCG Wealth Management Schaumburg IL 2017 5 $1,684,821,049 80 16,000
Waterford Group an Alera Group Company Rochester NY 2011 2 $1,666,925,029 158 14,000
CSi Advisory Services, a division of HUB International Indianapolis IN 1971 5 $1,645,171,919 286 30,936
Merrill - Burns/Nowakowski Group Buffalo NY 1989 5 $1,642,919,475 21 10,000
Graystone Consulting - The Brice Group Birmingham MI 1967 5 $1,636,600,000 79 21,400
Merrill - KBTJ&P Group Fairfield CT 2007 5 $1,603,871,746 92 14,000
Quintes Financial Services, a division of HUB Sacramento CA 1986 3 $1,600,000,000 240 20,000
Graystone Consulting Green Bay Green Bay WI 1990 4 $1,582,229,522 30 12,000
Deschutes Investment Portland OR 1997 4 $1,581,522,210 72 37,340
OneDigital - Nashville Overland Park KS 2007 3 $1,578,061,098 70 19,844
OneGroup Retirement Advisors Syracuse NY 2015 4 $1,557,435,332 175 19,062
FAC Institutional Services Merrill - Cafaro Group Newton MA 2020 12 $1,551,183,876 17 3,750
Graystone Charleston Charleston WV 2006 8 $1,550,000,000 58 27,750
Gaertner Investment Consulting Group, UBS Wealth Management Westlake OH 2005 4 $1,538,000,000 109 18,950
Pensionmark Southern California Irvine CA 2022 5 $1,530,000,000 180 30,185
Merrill - Hammond, Martin & Associates Muskegon MI 1989 3 $1,467,905,456 19 15,000
Strategic Retirement Partners - Great Lakes Shorewood IL 2001 5 $1,419,318,750 119 15,568
Merrill - The Wenzel Group Houston TX 2022 2 $1,406,432,788 42 15,000
FSRP or Financial Strategies Retirement Partners Bedford NH 2007 10 $1,400,000,000 205 19,150
The Beacon Group of Morgan Stanley Blue Bell PA 1997 3 $1,400,000,000 80 32,000
Tribridge Partners Corporate Investments & Retirement Division Columbia MD 2011 5 $1,400,000,000 143 10,000
CAPTRUST - Sacramento Sacramento CA 1987 4 $1,384,668,304 136 6,574
401k Plan Professionals Edina MN 2007 4 $1,376,464,190 127 11,900
JKJ Retirement Services Newtown PA 1934 2 $1,376,000,000 77 8,300
Merrill - The Hagwood Tomoda Group Wellesley MA 2001 5 $1,361,547,161 47 15,000
Infinitas Overland Park KS 1990 26 $1,345,406,260 173 14,234
Northeast Financial Group UBS Wealth Management Westfield NJ 1993 2 $1,341,071,125 79 9,640
FRS Advisors Wayne PA 2002 8 $1,331,537,742 150 26,539
Renaissance Benefit Advisors Atlanta GA 2008 2 $1,325,470,660 27 13,090
Finspire, LLC Schaumburg IL 2018 4 $1,325,000,000 65 33,500
Kathmere Capital Management Wayne PA 2016 3 $1,320,000,000 127 21,000
M3 Financial Madison WI 2010 8 $1,300,000,000 176 24,000
Graystone Northern New England - The Dubie Group Colchester VT 1997 2 $1,298,000,000 133 20,275
A.P. Lubrano & Company, Inc. Paoli PA 1989 14 $1,263,467,217 39 60,000
Graystone West Los Angeles Beverly Hills CA 2022 4 $1,250,000,000 80 65,000
Advo(k)ate Advisors Birmingham AL 1980 2 $1,249,062,511 99 24,000
Fiduciary Pension Partners Westfield NJ 2016 1 $1,238,582,170 130 39,500
RSG Advisory Portsmouth NH 2005 6 $1,230,664,194 227 18,275
MMA Retirement Services – Southwest Region Dallas TX 2014 5 $1,216,779,273 139 30,979
SFP Wealth Wellesley MA 2005 3 $1,214,073,903 232 25,600
SageView Advisory Colorado Louisville CO 2016 2 $1,200,000,000 44 16,000
Excelsior Wealth Management at Morgan Stanley New York NY 1997 3 $1,187,020,451 38 12,900
Retirement & Benefit Partners Barrington RI 2017 4 $1,158,739,902 53 11,353
Merrill - GRAT Team Northbrook IL 1994 2 $1,157,619,929 39 10,000
CAPTRUST - Denver Fort Collins CO   1 $1,149,408,560 10 9,426
Strategic Retirement Partners - Los Angeles Rancho Palos Verdes CA 2012 3 $1,127,324,886 94 19,964
Sikich Financial Maple Grove MN 2014 2 $1,112,000,000 61 11,200
Campbell Courtright Group Eagle ID 2002 3 $1,103,728,454 52 15,728
HUB International Fort Worth Fort Worth TX 2007 2 $1,100,000,000 136 20,000
RCM&D Retirement Services Towson MD 2010 3 $1,100,000,000 75 8,000
EPIC Team New York NY 1999 1 $1,100,000,000 70 13,000
Summit Group 401(k) Consulting, an Alera Group Company Virginia Beach VA     $1,100,000,000 54 15,000
CKE Financial Services Westlake OH 1991 5 $1,091,421,761 61 33,500
Rehmann Financial Lansing MI 1941 18 $1,084,220,996 290 15,000
First Western Trust Retirement Services Group Denver CO 2007 3 $1,075,403,025 90 18,762
Ancora Retirement Plan Advisors, LLC Cleveland OH 2001 4 $1,056,233,620 193 15,186
Merrill - TMTFH Group Los Angeles CA 1970 5 $1,047,823,060 31 33,000
Merrill - The Beacon Group Red Bank NJ 1996 5 $1,044,636,776 47 18,650
CCR Wealth Management, LLC Westborough MA 2001 4 $1,040,490,000 355 8,000
OneDigital - Medina Medina OH 2023 6 $1,037,894,033 296 24,306
The R.O.W. Group Nashville TN 1986 4 $1,008,173,462 38 3,435
GBS Retire Salt Lake City UT 2018 4 $1,000,441,000 212 46,818
Bosart Wealth Management Group (RBC) Bloomfield Hills MI 1996 4 $1,000,000,000 70 10,000
The Clift Group- RBC Wealth Management Dallas TX 1985 3 $987,585,000 30 34,100
Hauser Retirement Solutions Cincinnati OH 2012 5 $965,737,685 91 31,861
LoVasco Consulting Group Detroit MI 2013 4 $950,495,909 94 9,305
Silicon Valley Retirement Services San Jose CA 2010 2 $945,000,000 53 15,000
Merrill - Ellison Kibler & Associates Columbia SC 1983 12 $937,659,281 59 14,524
Venture Visionary Partners RPC Sylvania OH   3 $935,112,668 97 16,271
ISC Advisors, Inc. Dallas TX 1989 6 $934,378,711 208 14,000
CAPTRUST - Columbia Columbia MD   2 $932,407,445 12 12,976
Heffernan Financial - Orange County Irivine CA 2016 2 $930,000,000 45 15,000
The Bearing Group Chicago IL 1992 4 $924,000,000 40 8,000
The J.K. Meek Group at Graystone Consulting Baltimore MD 1992 5 $915,902,836 22 14,759
Schneider Downs Wealth Management Advisors, LP Pittsburgh PA 2000 8 $914,564,479 108 14,584
The Gibson Group at Morgan Stanley Sugar Land TX 2005 2 $905,230,000 42 13,421
The Abeyta Bueche & Sanders Team at Morgan Stanley San Antonio TX 2005 4 $900,000,000 50 13,500
Pensionmark Meridien Warwick RI 1974 5 $900,000,000 90 3,000
SageView Valencia Newport Beach CA 2005 2 $892,791,359 64 8,270
Strategic Retirement Partners - Michigan Northville MI 2012 3 $892,196,462 53 30,885
Strategic Retirement Partners - Mid-Atlantic Thomasville NC 1976 3 $884,746,511 110 11,155
The TSF Group at Morgan Stanley Middleton MA 1999 3 $880,000,000 78 17,000
The Ryan Klein Group Denver CO 2022 3 $877,000,000 51 12,094
Pensionmark - Twin Cities Bloomington MN 1986 2 $875,401,612 81 9,668
The Schneck Kelnhofer Group Milwaukee WI 1999 2 $873,314,361 43 4,000
Continuity Group of Wells Fargo Advisors St. Louis MO 1999 13 $872,675,984 115 14,599
Merrill - Woodke, Donnell and Wilder Birmingham AL 1993 3 $870,011,863 32 3,510
Strategic Financial Solutions Cedar Rapids IA 1990 7 $867,500,000 72 12,000
Strategic Retirement Partners - Upstate New York Buffalo NY 2001 2 $854,524,499 69 10,069
Pensionmark Meridien Warwick RI 1974 7 $850,000,000 70 5,000
The Traum Vaughan Group Menlo Park CA   4 $842,132,739 134 15,000
Merrill - The O'Brien Group Chicago IL 2016 3 $829,688,708 130 30,000
Sapers & Wallack Newton MA 1932 8 $822,000,000 44 8,250
CFS Investment Advisory Services, LLC Totowa NJ 1993 2 $800,000,000 115 7,000
Global Wealth Solutions Group of Raymond James Beverly Hills CA 2011 7 $800,000,000 72 20,000
The Legacy Group at Morgan Stanley Jericho NY 2019 10 $800,000,000 190 40,000
BayBridge Capital Group, LLC Pleasanton CA 2016 1 $800,000,000 132 15,607
Retirement Plan Services at Flagstar Advisors New York NY 2017 2 $799,276,198 108 10,200
CAPTRUST - Lake Success, NY Lake Success NY 1981 3 $797,129,619 21 11,213
Merrill - CBC Group Charlotte NC 1998 13 $795,625,049 38 11,700
Stark Miller Financial Benefits Group Lafayette CA 1967 2 $790,679,245 109 8,650
Merrill - The Angelone & Berkman Group Greenwich CT 2002 2 $783,288,356 101 30,000
Arvest Wealth Management Retirement Plan Consulting Rogers AR 1986 9 $768,440,974 253 15,605
Merrill - The Andraos Group Reston VA 2014 4 $764,016,828 140 8,000
Merrill - The GGPR Group Monterey CA 2002 3 $755,677,703 84 10,107
Twelve Points Retirement Advisors Concord MA 2014 5 $751,514,373 145 7,855
SEIA - Team Keenan McLean VA 1997 3 $750,000,000 120 17,000
Merrill - VFCL Group Kansas City MO 1998 4 $749,874,784 22 12,120
PPS Retirement Advisors Williamsville NY 2017 2 $748,046,432 104 10,182
Modern Wealth Management Rochester NY 2001 13 $743,054,695 108 11,176
Merrill - Murgai, Jerding, Rao and Associates Houston TX 2000 4 $727,102,316 23 27,000
The Churchman Group at Morgan Stanley Indianapolis IN 1985 4 $717,505,386 35 13,372
LHD Retirement Indianapolis IN 2004 3 $716,464,831 93 12,095
GEN Group Tysons VA 2004 5 $715,486,904 62 4,922
Assured Partners - Seattle Seattle WA 2006 2 $692,625,498 53 8,200
Achieve Retirement Denver CO 2008 2 $684,102,000 177 18,000
Hilb Group Retirement Services Cranston RI 2009 1 $677,741,838 219 11,910
The HF Retirement Group of Wells Fargo Advisors Los Angeles CA 2006 3 $670,000,000 80 7,500
CAPTRUST - Los Angeles Westlake Village CA 2009 2 $657,591,536 21 9,658
Abbey Street Eden Prairie MN 2018 3 $657,000,000 45 10,350
Merrill - The Horton Team Hartford CT 2018 4 $650,619,688 73 15,000
Hub International/ Aegis Retirement Group Memphis TN 2012 1 $650,000,000 116 18,750
Daniel Zlotnick Hauppauge NY 1995 2 $650,000,000 150 3,000
Impact Wealth Management Irvine CA 2009 8 $645,000,000 350 1,300
The Promus Wealth Management Group Indianapolis IN 2001 5 $642,885,579 84 11,783
Buckingham Strategic Wealth - St. Louis Clayton MO 1998 3 $641,213,268 85 7,208
The Oaktide Group at Morgan Stanley Naples FL 2014 5 $638,000,000 63 10,120
Riverside Retirement Advisors West Hartford CT 2018 3 $635,000,000 140 12,300
Forrester Wealth Advisors Washington DC 2001 2 $631,428,130 18 7,897
Merrill - Chrys Group Latham NY 1981 1 $626,568,728 19 15,287
RTD Financial Advisors Philadelphia PA 1983 20 $624,310,486 64 5,178
Brio Benefit Consulting, Inc. an Alera Company New York NY 2004 3 $622,000,000 73 18,000
Saad Vannatta & Associates Mount Pleasant SC 2009 4 $621,221,000 47 8,200
THG Retirement Solutions Newport Beach CA 2016 2 $619,000,000 117 12,000
Peninsula Financial Group, UBS Wealth Management San Mateo CA 2020 5 $611,287,956 45 9,590
OneDigital - Denver Overland Park KS 2015 3 $607,114,303 301 51,009
Merrill - The Cogan Bonelli Wealth Management Group Woodland Hills CA 2005 2 $606,631,850 232 15,000
The Great Lakes Michigan Group Rochester MI 2003 5 $605,968,652 41 20,500
CSG Capital Partners of Janney Montgomery Scott Washington DC 2004 5 $595,000,000 37 10,980
Tao Investments Hawai`i Honolulu HI 2004 6 $594,081,428 91 6,838
DDMP Investment Advisors Elizabethtown PA 2006 5 $592,102,500 122 9,414
Pensionmark- Cincinnati Cleves OH 2018 1 $585,541,000 24 20,523
Summit Financial Group, Inc Dallas TX 1988 3 $585,000,000 119 9,717
Merrill - Laurella, Roundy Salt Lake City UT 1995 3 $579,382,703 17 8,180
The MTND Group at J.P. Morgan Dallas TX 2009 4 $577,497,513 12 6,471
Stonebridge Financial Group Grand Rapids MI 2004 5 $575,000,000 97 6,500
Plan Resource Group at HUB International Pasadena CA 2014 2 $550,000,000 35 19,000
Summit Business Solutions Greenwood IN 2005 3 $550,000,000 312 12,100
Merrill - Candella Group New York, NY NY 1998 2 $548,277,883 48 4,330
Connor & Gallagher OneSource Lisle IL 2016 3 $537,286,000 97 13,500
Merrill - PAR Wealth Management Winter Park FL 2017 5 $531,443,395 64 13,325
Capital Benefits LLC Fairfield NJ 2006 3 $531,243,000 82 3,250
Merrill - Waarbroek-Lin Group Los Angeles CA 2005 3 $524,035,220 41 7,280
Strategic Retirement Partners - Nashville Bowling Green KY 2008 2 $517,921,234 34 6,989
Kidder Advisers, Inc. Urbandale IA 1996 4 $510,000,000 60 4,300
New Aspect Financial Services napa CA 2015 7 $505,722,251 73 6,500
Smooth 401k Broadview Heights OH 2019 3 $501,500,000 102 10,500
Merrill - GCH & Associates Highland Park IL 2020 4 $501,428,753 77 7,000
Pathlight Advisors Scottsdale AZ 2019 4 $500,601,611 99 25,000
The Karelitz Group at Morgan Stanley Wellesley MA 2014 6 $500,000,000 105 8,000
Merrill - Locke & Associates Dallas TX 1980 2 $499,267,045 32 5,557
Westgate Capital Consultants University Place WA 1986 4 $499,045,921 95 7,400
Insight Financial Solutions Grand Junction CO 2007 5 $490,000,000 89 7,700
The Wood Group at Morgan Stanley Stamford CT 2008 6 $486,586,781 20 2,100
CAPTRUST - Greenwich Greenwich CT 2013 2 $483,210,055 9 6,939
The Fortis Wealth Management Group at Morgan Stanley Columbus OH 2015 8 $483,090,891 27 5,215
Western Wealth Benefits Retirement Denver CO 2012 2 $479,000,000 48 10,000
Strategic Retirement Partners - Austin Austin TX 2003 2 $476,825,636 90 10,277
Strategic Retirement Partners - Upper Midwest Harrisburg SD 2010 2 $475,219,295 72 8,217
Laub Kuhn Wealth Management Group Wichita KS 1983 3 $475,000,000 42 7,500
Merrill - Dutton Doty Joiner McKinney TX 2013 3 $467,483,808 15 11,956
Retirement Impact Andover MA 2021 2 $464,849,810 36 4,134
Merrill - Ma Teigen Group Pasadena CA 2002 4 $464,077,771 39 4,700
Merrill - The Jeter Group Dallas TX 2018 1 $462,818,225 43 11,436
Strategic Retirement Partners - Oklahoma Tulsa OK 2004 1 $461,079,021 30 10,870
Merrill - The O'Toole Group Clifton Park NY 1995 1 $460,200,878 17 5,400
Becker Suffern McLanahan, Ltd. Mandeville LA 1962 3 $459,187,543 157 6,322
Retirement Fiduciary Group, LLC Andover MA 2019 4 $457,831,288 59 9,694
Plan Sponsor Consultants, a division of Hub International Alpharetta GA 2010 4 $450,000,000 16 5,300
Merrill - MCNW Group Seattle WA 2010 4 $447,141,610 20 1,500
The TRC Group at Morgan Stanley San Diego CA 2003 2 $447,000,000 72 7,805
WealthPointe Group Melville NY 2003 4 $445,000,000 24 1,600
BKS Retirement Partners Jacksonville FL 1989 3 $442,048,072 125 9,802
Merrill - Nietenhoefer & Associates Fort Worth TX 1997 1 $441,024,445 93 3,500
Merrill - The MG Group Alpharetta GA 2001 2 $440,325,570 41 10,000
The McNamee Group Shrewsbury NJ   4 $440,000,000 50 10,600
Smith Thornton Advisors, LLC Huntsville AL 2011 4 $427,339,194 23 5,419
One Digital - Basking Ridge Basking Ridge NJ 1999 5 $426,681,692 31 4,200
Merrill - Pfeffer/Stockard/Cacchione/Bauer Wealth Management Group Erie PA 1983 4 $425,358,691 64 5,000
Merrill - Jason May Bloomfield Hills MI 2020 1 $424,852,306 14 7,000
Newcleus Retirement Plan Advisors Yardley PA 2022 2 $420,784,306 45 4,795
TRITIS Wealth Management, LLC Sugar Land TX 2009 4 $420,000,000 325 8,200
Veery Capital Wilmington DE 2012 4 $412,736,068 53 4,790
The Strategic Retirement Benefits Group Salem NH 2018 3 $411,000,000 79 8,670
The BBM Wealth Management Group Morristown NJ 2021 5 $402,000,000 61 7,100
Pfeffer/Stockard/Cacchione/Bauer Wealth Management Group Erie PA 1983 4 $400,000,000 60 4,800
Alpha Capital Management Group Greenwood Village CO 2015 3 $397,701,896 409 12,000
The Brown Group at Stifel Rochester NY 1988 4 $397,396,590 27 13,000
Manhattan Ridge Advisors New York NY 2006 4 $394,752,936 75 7,528
Merrill - Negrete & Associates Napa CA 2019 4 $394,266,785 90 3,408
Bienville Capital Group Metairie LA 2003 1 $391,975,886 118 8,000
BGA Retirement Advisors Portland ME 1996 3 $388,000,000 90 1,800
Merrill - The Murray Hanseth Group Boston MA 2017 2 $387,666,872 28 3,612
Graystone Consulting Raleigh NC 2014 11 $383,662,463 47 9,400
Merrill - PSS & Associates Institutional New York NY 1995 6 $381,235,315 47 3,300
KerberRose Retirement Plan Services Shawano WI 2016 3 $377,730,009 201 7,666
OnPoint Wealth Partners Cleveland OH 2021 5 $376,519,914 114 5,245
Legacy 401k Partners Grapevine TX 2009 3 $375,000,000 24 14,200
PWMG 401(k) Advisors Worcester MA 2007 3 $368,638,996 142 6,103
Strategic Financial Services, Inc. Utica NY 1979 5 $367,658,143 72 4,766
McKay Retirement Consultants Tukwila WA 1991 4 $365,436,935 127 6,891
Merrill - Olinger/Karadsheh Cedar Rapids IA 2023 2 $365,309,875 23 2,550
Horizon Financial Group Baton Rouge LA 1999 3 $365,000,000 90 6,500
THE MG GROUP Alpharetta GA 2001 2 $365,000,000 40 10,000
JMB Wealth Management, Inc. Torrance CA 2006 1 $365,000,000 61 10,000
Beacon Financial Services Wayne PA 1996 8 $361,000,000 68 6,479
Chang Hunter & Associates San Francisco CA 2017 3 $358,836,571 77 52,000
Merrill - Buchman Cairns Reeves Frounfelker Team Savannah GA 2020 5 $356,769,079 15 4,874
QP Consulting, LLC Takoma Park MD 2002 2 $356,278,107 36 2,950
OnTrack 401(k) Middletown MD 2015 2 $355,000,000 92 3,200
Dimino-Seewald Group @ RBC Wealth Management Red Bank NJ 2021 3 $347,850,000 110 7,000
Lifetime Companies Gaithersburg MD 1999 2 $346,900,000 34 6,615
EverThrive Financial Group Birmingham AL 2004 4 $345,733,123 36 9,937
HUB Retirement & Private Wealth Libertyville IL 2020 1 $340,000,000 117 30,000
Merrill - The Adolph Group Bala Cynwyd PA 1995 2 $338,732,518 37 7,790
The Lynnvest Group Beverly Hills CA   3 $332,300,923 28 4,144
Fiduciary Wealth Management Reston VA 2011 2 $331,274,094 87 5,000
Equity Planning Group Toledo OH 1999 3 $330,716,024 78 5,000
Merrill - Murray Dragotta Group Darien CT 2007 2 $322,124,062 94 5,500
Retirement Plan Solutions Waukesha WI 2004 2 $314,308,423 24 2,654
Wheeler Retirement Plans Duluth MN 2008 1 $313,700,000 67 10,000
Merrill - Pollock, Hammel, and Kezdi and Associates Chattanooga TN 1996 5 $312,862,584 31 30,000
Strategic Retirement Partners - Charleston Mt Pleasant SC 2000 1 $310,284,184 39 4,152
The Saunders Investment Group, UBS Wealth Management New York NY 1999 1 $306,133,555 32 4,250
Merrill - Peter Schallmoser Deer Park IL 1997 1 $305,975,965 71 8,500
Kirby Wealth Management Group Champaign IL 1995 1 $300,007,452 127 4,784
Merrill - Aguirre-Jankowski Group Doylestown PA 2004 2 $289,623,293 82 5,380
Merrill - MLCS Group Tulsa OK 2023 6 $288,165,062 18 2,129
CAPTRUST - Greenville Greenville SC 1996 8 $284,943,541 39 2,814
Sides Wealth Advisory Group York PA 2002 4 $276,000,000 54 4,373
Freedom Fiduciaries Boise ID 2023 2 $267,000,000 71 4,200
Mid-Atlantic Planning Services Allentown PA 1991 2 $264,943,205 81 5,800
Graystone Consulting Farmington Hills MI 1985 3 $263,752,124 25 2,672
Webber Advisors Duncansville PA 1976 4 $261,127,882 34 4,593
Blueprint Financial Cleveland OH 2007 2 $260,000,000 21 3,135
Hamilton Capital Columbus OH 1997 32 $255,710,200 129 N/A
DeNovo Advisory Group Dallas TX 2012 9 $252,000,000 59 8,300
Strategic Retirement Partners - Houston Sugar Land TX 1998 1 $251,772,521 8 6,500
Webster Investments Boston MA 2013 1 $250,000,000 97 7,280
The Converse Team Wichita KS 2002 4 $247,762,867 128 7,200
Strategic Retirement Partners - Maryland Annapolis MD 2005 1 $245,504,566 28 2,150
Paradigm Consulting, Inc. Utica NY 1987 3 $245,300,000 33 17,873
Compass Advisors Melville NY 1987 5 $240,500,000 136 5,400
HUB International Fort Myers FL 2013 1 $236,300,000 35 4,956
Brendon Moore Glastonbury CT 1985 4 $235,000,000 56 4,500
Eukles Wealth Management Cincinnati OH 2011 5 $234,765,000 35 4,200
Douglas R. Peete & Associates Overland Park KS 1980 1 $222,457,985 211 3,184
Correct Capital Wealth Management Saint Louis MO 2018 5 $218,020,000 37 3,800
The Edwards Group at Morgan Stanley Columbus OH 1989 4 $217,454,569 316 8,437
401K Specialists a Division of Thiesen Dueker Fresno Ca 2003 4 $214,900,000 100 7,122
The Nicoletti Financial Group of Stifel Palm Beach FL 2000 2 $212,782,656 15 4,741
Broadstone Advisors, LLC Latham NY 1995 3 $210,000,000 38 1,585
Summit Group Retirement Planners, Inc. Exton PA 2013 2 $209,134,408 64 5,100
Eidlin-Kilmer & Associates Pittsford NY 1998 4 $208,844,065 41 3,600
The Wiregrass Group at Morgan Stanley Dothan AL 2002 5 $206,727,615 91 8,826
Garnett Retirement Group/ HUB International Carolinas Palm Harbor FL 2009 2 $206,700,000 75 3,500
Legacy Wealth Management Davenport IA 2010 5 $206,261,954 43 3,012
Retirement Partners of Hawaii Honolulu HI 1994 4 $206,000,000 52 2,815
The Stotz Broscious Group at Morgan Stanley Colchester VT 1998 7 $205,132,596 55 4,875
The Zelniker Dorfman Carr & Heritage Group, UBS Wealth Management New York NY 1992 8 $190,690,000 32 1,100
Retirement Planology, Inc Alexandria VA 2014 2 $190,214,267 62 3,000
Panfang Fu, UBS Wealth Management Weehawken NJ 1993 1 $190,000,000 27 1,300
IVC Wealth Advisors Silverdale PA 2014 5 $187,316,804 42 2,620
DJM Financial Wealth Management & Insurance Services Irvine CA 2017 8 $183,951,758 142 3,030
The Spring Group at Morgan Stanley Huntsville AL 2018 4 $178,348,000 10 1,664
Montanti Advisory Services Boca Raton FL 1969 2 $175,000,000 49 4,000
DDR Wealth Advisors Rochester Hills MI 2011 1 $173,000,000 63 5,200
Montanti Advisory Services, LLC Boca Raton FL 1969 2 $172,000,000 48 4,000
Investors Brokerage of Texas, Ltd. Waco TX 2000 1 $170,253,350 36 2,700
Power Financial Partners Tampa FL 2023 3 $164,976,147 113 4,643
Financial Technology, Inc. East Lansing MI 1980 6 $160,000,000 65 1,200
Morgan Planning Group Burnsville MN 1984 3 $158,512,637 48 2,670
The Sentinel Ponte Vedra Group at Morgan Stanley Ponte Vedra Beach Fl 2020 3 $153,685,473 54 4,500
Specialized Retirement Consultants Marquette MI 2021 1 $153,506,159 3 2,207
The LaCross Team Albuquerque NM 2015 2 $153,318,515 21 2,381
Retirement Plan (k)onsultant, LLC Voorhees NJ 2017 3 $151,115,000 35 3,500
The Passman Saperstein Bahr Group at Morgan Stanley Purchase NY   5 $150,000,000 31 2,500
LV & Associates Pasadena CA 2012 4 $150,000,000 68 7,250
The Reserve Investments Newport Beach CA 2015 4 $148,063,562 57 2,466
Oakes, Jones and Ingram Financial Virginia Beach VA 2020 3 $148,000,000 12 1,200
Rose Street Advisors Kalamazoo MI 2012 1 $145,009,716 40 1,918
Coastal Financial Strategies Group of Stifel Southfield MI 2017 9 $140,000,000 32 1,975
Oakbourne Advisors West Chester PA 2020 4 $137,902,005 47 6,500
Legacy Wealth Management, UBS Wealth Management Melville NY 2019 4 $135,867,459 22 2,130
Discovery Financial, LLC Ada MI 2001 2 $133,549,209 26 2,268
Flautt Financial Brentwood TN 1990 3 $133,000,000 33 1,800
Nick Bhandari - The Horizon Group at Morgan Stanley Atlanta GA 2002 6 $131,195,568 20 7,784
Cassa Wealth Management, P.C. Paramus NJ 2009 3 $128,844,000 8 1,416
The Wilkins Strout Group Colchester VT 2021 2 $125,587,433 36 6,000
Kieckhaefer Wealth Management Group Delafield WI 2010 3 $119,398,000 80 1,331
Strategic Retirement Partners - Central California Fresno CA 2010 3 $114,378,080 49 2,250
Ridley and Hull Wealth Management Group of STIFEL Bowling Green KY 2021 3 $112,129,043 7 642
Forsberg Insurance Planning, Inc. Plymouth MA 1990 2 $111,870,000 26 1,387
Strategic Retirement Partners - Dallas Sherman TX 2018 1 $109,244,320 13 1,120
The Turnbridge Group Lemoyne PA 2007 3 $105,000,000 18 1,771
McInnes Group Retirement Plan Services Prairie Village KS 2017 2 $104,079,944 63 3,100