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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