Announcing – NAPA’s Top DC Advisor Multi-Office Firms

From the day we launched our call for Top DC Advisor Teams, there has been an interest in a related compilation – one that captures the DC assets of an entire firm, or a multi-office arrangement.

During our call for Top DC Advisor Teams, a number of firms provided this information – but the focus of that initial list was on individual teams.

The list is based on self-reported defined contribution (DC) assets under advisement (AUA) as of Dec. 31, 2017 for the organizations that submitted data. Firms listed had to have more than one office/physical location to be included. Additionally, for this inaugural list, we decided that every multi-office firm should have in excess of $1 billion in DC assets under advisement.

Sure, 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.

In future publications this multi-office listing will accompany that of the individual teams.

If your firm was not included, and you’d like to be considered for future lists, please email me at nevin.adams@usaretirement.org.

The list of Top DC Advisor Multi-Office Firms is online here.

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