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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.
View Previous Lists
- 2022 Top DC Advisor Teams
- 2021 Top DC Advisor Teams
- 2020 Top DC Advisor Teams
- 2019 Top DC Advisor Teams
- 2018 Top DC Advisor Teams
- 2017 Top DC Advisor Teams
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 |