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Partner Corner

NAPA’s mission – to further the interests of retirement plan advisors and those who support them – is supported by more than 300 institutional Firm Partners. Their support has helped make NAPA the fastest growing organization in the history of the retirement plan industry. Learn about the benefits of becoming a NAPA Firm Partner.

Broker-Dealers

Ameriprise Financial
Avantax
Baird
Bank of America Merrill Lynch
BCG Securities
Cetera Financial Group
Commonwealth Financial Network
CoSource Financial Group, LLC
Dietrich
Equitable
Gallagher
Harbor View Advisors
HighTower Advisors
Kestra Financial
Leatherback Investments
LPL Financial
Marsh McLennan Agency LLC
MassMutual
M Financial Group
Morgan Stanley
Newcleus
NFP
Northwestern Mutual
Osaic
Plexus Financial Services, LLC
Principal Financial Group
Raymond James
RBC Wealth Management
Rockerfeller Capital Management
Stifel
Strategic Retirement Partners
Taylor Wealth Solutions
Transamerica
UBS Financial Services
Voya Financial Inc.
Wells Fargo Advisors

RIAs

Accelerate Retirement
Advus Financial Partners
Alera Investment Advisors
Aldrich Wealth
Allen Capital Group
Alliant Retirement Consulting
Allmerits Asset, LLC
Arista Wealth Management
Ashford Investment Advisors
AssuredPartners Investment Advisors, LLC
BayBridge Capital Group, LLC 
BCG Securities
Benefit Financial Services Group
Boyce & Associates Wealth Consulting
Brandywine Asset Management, Inc.
Buckingham Strategic Partners
Cambridge Investment Research, Inc.
CAPTRUST Financial Advisors
CBIZ Financial Solutions, Inc.
CBS Funding, Inc.
Cerity Partners
Clear Investment Research, LLC
Clearwater Capital Partners
Concurrent Investment Advisors
CoSource Financial Group, LLC
Creative Planning
Creative Planning Retirement Services
Dahring | Cusmano LLC
D.B. Root & Company, LLC
DecisionPoint Financial, LLC 
Delaware Avenue Wealth Planners
Deschutes Investment Consulting, LLC
Dynamique Capital Advisors, LLC
Elevatus Wealth Management
Fiduciary Advisors, LLC
Fiduciary Benefits Group, Inc.
First Heartland Capital, Inc.
Fisher Investments
Fort Washington Financial
Freedom Fiduciaries
Gordon Asset Management, LLC
Green Retirement, Inc.
Greenspring Advisors
Guardian Wealth Advisors
Hahn Financial Group, Inc.
Harrison Fiduciary Group, LLC
Hauser Retirement Solutions, LLC
HighTower Advisors
HTLF Retirement Plan Services
HUB International
Huntington National Bank
Hurlow Wealth Management Group, Inc.
iCapital, LLC
IMA Wealth, Inc.
Independent Financial Partners
Insight Financial Partners, LLC
Institutional Investment Consulting
intellicents
Invest Financial
Invest Titan
IRON Fiduciary, A Creative Planning Offering
ISC Group, Inc.
KerberRose Wealth Management, LLC
Kestra Financial
Kingsview Partners
Latus Group, Ltd.
LeafHouse Financial Advisors
Legacy 401k Partners, LLC
MassMutual
M Financial Group
Marcum Wealth
Marietta Wealth Management
Mariner Retirement Advisors
Marsh McLennan Agency LLC
Mayflower Advisors, LLC
MCF Advisors
Mercer Advisors
Midwestern Securities
Modern Wealth Management, LLC
Multnomah Group, Inc.
Nashional Financial
NestEggs Retirement Plan Services, Inc.
Newcleus
Newfront Retirement Services
Nicklas Financial Companies
North Pier Fiduciary Management, LLC
Note Advisors, LLC
Nottingham Advisors Asset Management
Northwestern Mutual
Oakburne Advisors
OneDigital Investment Advisors LLC
Pensionmark Financial Group
Plexus Financial Services, LLC
Precept Advisory Group
ProCourse Fiduciary Advisors, LLC
Procyon Partners, LLC
Quintes Administrative and Insurance Services, Inc.
RBF Capital Management, Inc.
RCM&D
Reedmark Advisors, LLC
Retirement Fund Management
Retirement Planology
Retirement Plans, Inc.
Retirement Resources Investment Corporation
RMR Wealth Builders, Inc.
Rockerfeller Capital Management
Roehl & Yi Investment Advisors, LLC
Rogers Wealth Group
Roush Investment Group
RPS Retirement Plan Advisors
SageView Advisory Group
Saling Simms Associates 
Sanctuary Wealth
Schneider Downs Wealth Management Advisors, LP
Schwartz Investment Council, Inc.
Shepherd Financial, LLC
Smith Bruer Advisors
Soltis Investment Advisors
Southbridge Advisors
Spectrum Investment Advisors
Stadion Money Management
Stiles Financial Services, Inc.
Stonemark Wealth Management
TAO Investments Hawaii
Taylor Wealth Solutions
The Fiduciary Group
The Hebets Company
Three Bell Capital, LLC
Trinity Advisors
Twelve Points Retirement Advisors
Two West Capital Advisors, LLC
UBS Financial Services
Valorous Advisors
Veery Capital
Venture Visionary Partners
Vita Planning Group
Vision401k
Wambolt & Associates
WhaleRock Point Partners, LLC
Wilmington Trust Retirement Advisory
WR Wealth Planners
1834, A Division of Old National Bank

 

DCIOs

AllianceBernstein
Allspring Global Investments
American Century Investments
American Funds
Amundi Asset Management US
BlackRock
Carillon Tower Advisors
Charles Schwab & Co.
Christian Brothers Investment Services, Inc.
Cohen & Steers Capital Management
Columbia Threadneedle Investments
Conning, Inc.
Delaware Funds by Macquarie
DoubleLine
Empower
Federated Hermes
Fidelity Investments
First Eagle Investment Management
Franklin Templeton
Goldman Sachs Asset Management
Great Grey Trust Company
Harbor Capital Advisors, Inc.
Hartford Funds
Invesco
Janus Henderson Investors
John Hancock Investments
J.P. Morgan Asset Management
Lazard Asset Management
Lord Abbett
Macquarie Investment Management
MassMutual
MissionSquare Retirement
MFS Investment Management Company
Nationwide Financial
Natixis Investment Managers
Neuberger Berman
New York Life
Nuveen
OppenheimerFunds
Payden & Rygel
PGIM
PIMCO
Principal Financial Group
Securian Financial Services, Inc.
State Street Global Advisors
T. Rowe Price
TIAA
Transamerica
Vanguard
Victory Capital
Virtus Investment Partners
Voya Financial Inc.

Recordkeepers

401GO, Inc.
ADP Retirement Services
Alerus Retirement and Benefits
Alliance Benefit Group National
American Funds
American Trust Retirement
Ameritas
Ascensus, LLC
BPAS
Charles Schwab & Co.
Corebridge Financial
Cuna Mutual Group/TruStage
Empower
Equitable
Fidelity Investments
Human Interest 
IRALOGIX, Inc
John Hancock Retirement Plan Services
J.P. Morgan Asset Management
July Business Services
Lincoln Financial Group
Milliman, Inc.
Mutual of America Financial Group
Nationwide Financial
NestEggs Retirement Plan Services, Inc.
Newport Group
Nolan Financial
North American KTRADE Alliance
OneAmerica
Paychex, Inc.
PCS Retirement
Pentegra Retirement Services
Principal Financial Group
Schneider Downs Wealth Management Advisors, LP
Schwab Retirement Plan Services
Slavic401k
Spectrum Pension Consultants, Inc.
T. Rowe Price
The Hebets Company
The Standard
TIAA-CREF
Transamerica
Ubiquity Retirement + Savings
Vestwell
Voya Financial Inc.
WealthPRIME Technology, Inc.
Wells Fargo Advisors

Other Firm Partners

401(k) Marketing
Abraham Trading Company
Alerus Retirement and Benefits
Allianz Life
American Trust Retirement
ampersand
Annexus Retirement Solutions 
AssetMark Retirement Services
Artisan Partners
Banc Consulting Partners
Benefit Trust Company
Benetic, Inc.
Betterment for Business LLC (Betterment at Work)
BidMoni, Inc.
Blue Ocean Strategies
Broadridge
Broadstone Advisors, LLC
Buckingham Strategic Partners
Burrmont Compliance Labs LLC
Candidly
Cerity Partners
ClearSage Advisory Group
Clearstead
Colonial
Definiti, LLC
Dimensional Fund Advisors
DriveWealth
DWC - The 401(k) Experts
EACH Enterprise, LLC
Envestnet Retirement Solutions
Fiduciary Consulting Group, Inc.
Fiduciary Decisions
Financial Finesse
Finch
FinDec Wealth Services, Inc.
First Security Bank
Fluent Technologies
FuturePlan
German American Wealth Advisory Group
GIFTROGRAM
GSM Marketing
GROUPIRA
GRPAA
HSA Bank
HTLF Retirement Plan Services
HUB International
IMA Wealth, Inc.
Income America
Inspria Financial
ISS Market Intelligence
Judy Diamond Associates (ALM)
(k)quote
KWP Consulting, LLC
Lebel & Harriman, LLP 
Lee CPA Audit Group
Legacy Retirement Solutions LLC
Leverage Retirement
LifeCents
Mesirow Financial
Micruity, Inc.
Momenta Inc
Morningstar, Inc.
MPI
Nareit
Northwest Retirement Plan Consultants
NPPG Fiduciary Services, LLC (NPPGFS)
October Three
Oriental Bank
Pacific Life Insurance Company
Pay(k)onnect
Penchecks, Inc.
Penelope
Pension Assurance, LLP
Pension Resource Institute, LLC
PlanGen, LLC
Plan Notice
Pontera Solutions, Inc.
PriceKubecka
Princeton Financial Consultants
Professional Benefit Services
Quintes Administrative and Insurance Services, Inc.
Reedmark Advisors, LLC
Renasant Bank
Resolute Investment Managers, Inc.
Retire Ready Solutions
Retirement Clearinghouse, LLC
Retirement Solutions Advisors, LLC
Rixtrema Inc.
RPAG
RPSS
Sallus Retirement
Schlosser, Fleming, & Associates LTD
SmartPath, Inc.
Smart USA
SS&C Technologies
Smith & Howard
Summer
Sway Research LLC
Telenations, Inc.
The Finway Group, LLC
The Pangburn Group
The Retirement Advantage
The Wealth Pool
TIFN@Work
TRAU
Transitus Wealth Partners
UMB Healthcare Services
United Trust Company
Venrollment
Vontobel Asset Management, Inc.
vWise, Inc
WealthPRIME Technology, Inc.
WEX Health, Inc
Wilshire Associates
Wise Rhino Group
Your Money Line

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