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Top DC Advisor Multi-Office Firms (2020)
NAPA Top DC Advisor Multi-Office Firms
The list below is based on self-reported defined contribution (DC) assets under advisement (AUA) as of Dec. 31, 2020 (unless otherwise noted) for the organizations that submitted data. Firms listed had to have more than one office/physical location to be included, and had to have in excess of $1 billion in DC assets under advisement. This year’s list represents more than $2 trillion in 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 firms acknowledged – and are proud to have the opportunity to share it here.
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Firm | City | State | Year Est. |
Total Asset Value (as of 12/31/20) | Total # of Plans (as of 12/31/20) | Total Participants (as of 12/31/20) | Number of Offices |
---|---|---|---|---|---|---|---|
CAPTRUST | Raleigh | NC | 1997 | $370,117,598,004 | 2,859 | 5,750,000 | 50 |
NFP | Aliso Viejo | CA | 2000 | $282,000,000,000 | 1,869 | 2,400,000 | 40 |
Fiducient Advisors, formerly DiMeo Schneider & Associates, L.L.C. | Chicago | IL | 1995 | $172,000,000,000 | 600 | N/A | 7 |
Morgan Stanley | Purchase | NY | 1935 | $168,900,000,000 | 21,245 | 2,300,000 | 1,200 |
Cammack Retirement Group (part of CAPTRUST) | New York | NY | 1965 | $154,000,000,000 | 385 | 1,250,000 | 3 |
SageView Advisory Group | Newport Beach | CA | 1989 | $127,652,650,732 | 1,247 | 1,152,949 | 25 |
UBS | Weehawken | NJ | 1862 | $110,704,350,059 | 10,651 | N/A | 297 |
GRP Financial | San Rafael | CA | 1992 | $96,000,000,000 | 5,944 | 1,426,000 | 123 |
Lockton Retirement Services | Kansas City | MO | Lockton - 1966, Retirement - 2000 | $91,400,000,000 | 1,423 | 1,143,000 | 19 |
HUB Retirement and Private Wealth | Chicago | IL | 1998 | $90,078,906,880 | 5505 | 1,226,311 | 88 |
Portfolio Evaluations, Inc. | Warren | NJ | 1992 | $66,000,000,000 | 309 | 550,000 | 2 |
MMA Retirement Services | New York | NY | 2015 | $57,000,000,000 | 1670 | 925,000 | 30 |
OneDigital - Retirement + Wealth | Leawood | KS | 1989 | $50,987,333,531 | 3700 | 575,000 | 52 |
Gallagher Retirement Plan Consulting | Rolling Meadows | IL | 1927 | $46,054,283,624 | 1818 | 850,616 | 46 |
CBIZ Retirement Plan Services | Cleveland | OH | 1998 | $41,597,981,500 | 1,542 | N/A | 22 |
Pensionmark Financial Group, LLC | Santa Barbara | CA | 1988 | $41,212,795,733 | 3420 | 442,000 | 65 |
Strategic Retirement Partners | Shorewood | IL | 2015 | $14,300,000,000 | 820 | 224,000 | 20 |
Cerity Partners | New York | NY | 2009 | $14,126,661,668 | 166 | 173,644 | 13 |
Alliant Retirement Services | Newport | CA | 2012 | $12,306,302,217 | 600 | 210,916 | 5 |
Mesirow Financial | Chicago | IL | 1937 | $10,400,000,000 | 362 | 275,000 | 16 |
Francis Investment Counsel | Brookfield | WI | 1988 | $9,066,497,295 | 61 | 90,000 | 2 |
Graystone Los Angeles | New York | NY | 2014 | $8,037,076,384 | 60 | N/A | 2 |
Sentinel Pension Advisors | Wakefield | MA | 1998 | $7,000,000,000 | 600 | 60,000 | 4 |
intellicents | Albert Lea | MN | 1984 | $4,474,402,460 | 290 | 51,000 | 9 |
Heffernan Retirement Services | Walnut Creek | CA | 1991 | $4,300,000,000 | 205 | 49,000 | 3 |
Moneta | Clayton | MO | 1869 | $3,151,989,515 | 225 | N/A | 5 |
Plan Sponsor Consultants | Alpharetta | GA | 2008 | $2,400,000,000 | 134 | 62,000 | 4 |
Everhart Advisors | Dublin | OH | 1995 | $2,226,128,876 | 331 | 44,731 | 3 |
IMA Wealth, Inc. | Wichita | KS | 1999 | $1,971,783,580 | 214 | N/A | 4 |
The Trust Company of Tennessee | Knoxville | TN | 1987 | $1,896,518,904 | 212 | 30,067 | 3 |
BerganKDV | Bloomington | MN | 1945 | $1,058,451,538 | 81 | 15,240 | 9 |