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

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

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