It’s official! We are proud to announce our list of 2024 NAPA Top DC Advisor Teams with assets under advisement over $100 million.
Unlike other lists, this one focuses on firms (or in a wirehouse environment—teams) located in one physical location and the defined contribution portion of their practice specifically.
Since their inception, NAPA’s various industry lists have been a venerable who’s-who of standouts in the world of retirement plans and retirement plan advisors.
This one—the NAPA Top DC Advisor Teams with AUA Over $100 Million, ranked by self-reported DC assets under advisement—is a compelling case for their impact on the nation’s private retirement system.
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.
Despite all that happened in 2023, the record number of teams (452) on this year’s list continues to guide nearly $2 trillion in defined contribution plan assets belonging to almost 47,000 plans covering more than 21 million participants.
Moreover, each team listed—and to be here they are all in a single physical location—has more than $100 million in AUA, based on self-reported assets under advisement as of Dec. 31, 2023 (unless otherwise noted). Those teams are in 43 different states and the District of Columbia.
We know it’s not just about the numbers—but the reality is that advisors are having a huge impact every single day, not only on the quality of retirement plan advice, but in building a more financially secure retirement for millions of Americans.
We appreciate the commitment and hard work of the teams acknowledged—and are proud to have the opportunity to share it here, and in the summer issue of NAPA Net the Magazine.
THE LIST IS ONLINE AT: https://www.napa-net.org/napa-top-dc-advisor-teams-2024.
We’ll announce the multi-office firm list next week!
