The deadline to submit applications for the list of NAPA Top DC Advisor Teams and Multi-Office Firms is just around the corner!
The NAPA Top DC Advisor Team by AUA and Multi-Office Firms highlight 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.
DC Advisor Teams with AUA > $100 Million
As a reminder, there are two separate listings—the first, Top DC Advisor Teams with AUA > $100 Million—focuses on firms, or what may, in a wirehouse environment, be referred to as a team, or office—all in a SINGLE physical location. As indicated by its title, its focused on the defined contribution practice specifically. You can find last year’s list at https://www.napa-net.org/industry-intel/industry-lists/top-dc-advisor-teams-2021
The application for THIS year’s list is online at https://usaretirement.wufoo.com/forms/napa-top-dc-advisor-team-2022/
Multi-Office Firms
The second list—Top DC Advisor Multi-Office Firms—is intended to recognize organizations with multiple physical locations, including in some instances, entire firms. You can find last year’s list at https://www.napa-net.org/top-dc-advisor-multi-office-firms-2021
The application for THIS year’s list is online at https://usaretirement.wufoo.com/forms/napa-top-dc-advisor-multioffice-2022/
Note: There is no charge to be included in either of these two lists. The final lists will be published in NAPA Net the Magazine and on https://napa-net.org.
If you have any questions, or issues with the application, please contact Nevin Adams at [email protected].
