Today we are pleased to announce the eighth annual list of NAPA Top 100 Defined Contribution (DC) Wholesalers, as selected by the nation’s leading retirement plan advisors.
Now, we have long referred to the Top DC Wholesalers as “Wingmen” because if they are doing their job, they have your back—and while that’s certainly an apt description for the traditional role, the most successful wholesalers do more—they are true partners, often working side-by-side with advisors—and so, effective with last year’s “class,” we acknowledged that expanded role with a new name—Advisor Allies.
That said—and while the challenges have, if anything, been even more complicated by COVID—the importance of this role remains paramount.
Once again finalists for this year’s list of Top 100 DC Wholesalers were selected based on those votes cast by several thousand advisors from a list of more than 700 wholesalers nominated by NAPA Firm Partner recordkeepers and DCIOs.
You’ll also find highlighted on this year’s list the Top 10 wholesalers in both recordkeeper and DCIO categories!
With an estimated 1,500 record keeping and DCIO external wholesalers working directly with advisors, this 2021 list of Advisor Allies represents the best of the best!
Our congratulations to these Advisor Allies—and the firms that support them—and our thanks to all of you who supported this recognition with your votes!
The list(s) are available here.