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Top DC Advisor Multi-Office Firms (2021)
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, 2021 (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.
View Previous Lists
- 2020 Top DC Advisor Multi-Office Firms
- 2019 Top DC Advisor Multi-Office Firms
- 2018 Top DC Advisor Multi-Office Firms
| Firm | City | State | Year Est. | Total Asset Value (12/31/21) |
Total
Plans (12/31/21) |
Total
Participants (12/31/21) |
Offices |
| CAPTRUST | Raleigh | NC | 1997 | $ 560,915,566,107 | 4,202 | 3,839,765 | 75 |
| Morgan Stanley | Purchase | NY | 1935 | $ 313,500,000,000 | 20,790 | 4,000,000 | 1,200 |
| SageView Advisory Group | Newport Beach | CA | 1989 | $ 170,901,840,153 | 1,458 | 1,460,000 | 31 |
| NFP | Aliso Viejo | CA | 2000 | $ 170,609,503,309 | 4,751 | 3,000,000 | 42 |
| HUB Retirement & Private Wealth | Chicago | IL | 1998 | $ 142,591,409,383 | 7,922 | 1,901,000 | 114 |
| UBS | Weehawken | NJ | 1862 | $ 116,000,000,000 | 10,000 | N/A | 300+ |
| Lockton Retirement Services, An Offering of Creative Planning | Overland Park | KS | 1984 | $ 114,087,170,547 | 1,427 | 2,082,380 | 20 |
| GRP Financial | San Rafael | CA | 1992 | $ 107,120,212,323 | 7,103 | 1,289,977 | 107 |
| OneDigital | Overland Park | KS | 1989 | $ 94,553,207,012 | 5,143 | 1,000,000 | |
| Pensionmark Financial Group, LLC | Santa Barbara | CA | 1988 | $ 80,700,000,000 | 4,227 | 500,000 | 66 |
| MMA Retirement Services | New York | NY | 2015 | $ 71,000,000,000 | 2,120 | 1,200,000 | 30 |
| CBIZ - Retirement & Investment Solutions | Cleveland | OH | 1998 | $ 55,461,109,536 | 1,569 | N/A | 21 |
| Gallagher Retirement Plan Consulting | Rolling Meadows | IL | 1927 | $ 52,297,019,639 | 1,945 | 894,503 | 53 |
| Strategic Retirement Partners | Shorewood | IL | 2015 | $ 16,800,000,000 | 976 | 260,513 | 23 |
| Cerity Partners | New York | NY | 2009 | $ 16,466,364,201 | 173 | 182,077 | 18 |
| Alliant Retirement Consulting | Alpharetta | GA | 2012 | $ 15,800,000,000 | 442 | 100,000 | 5 |
| Sentinel Pension Advisors | Wakefield | MA | 1998 | $ 8,700,000,000 | 625 | 65,000 | 3 |
| Wealth Enhancement Group | Plymouth | MN | 1999 | $ 5,000,000,000 | 585 | 90,000 | 65 |
| intellicents | Albert Lea | MN | 1974 | $ 4,744,326,528 | 321 | 64,000 | 9 |
| Mariner Wealth Advisors | Overland Park | KS | 2006 | $ 4,116,450,807 | 355 | 40,602 | 4 |
| Moneta | St. Louis | MO | 1869 | $ 3,983,272,823 | 4 | ||
| Alera Group Retirement Plan Services | Deerfield | IL | 2017 | $ 3,754,901,246 | 398 | 45,000 | 25 |
| Everhart Advisors | Dublin | OH | 1995 | $ 3,535,141,461 | 445 | 58,158 | 3 |
| IMA Wealth, Inc. | Wichita | KS | 2000 | $ 2,601,565,876 | 206 | N/A | 4 |
| CliftonLarsonAllen Wealth Advisors, LLC | Minneapolis | MN | 1995 | $ 2,560,649,383 | 435 | 26,307 | 29 |
| Fisher Investments 401(k) Solutions | Camas | WA | 2014 | $ 2,480,294,969 | 940 | 50,736 | 4 |
| Bernstein Private Wealth Management | New York | NY | $ 2,256,000,000 | 289 | 19,900 | ||
| The Trust Company of Tennessee | Knoxville | TN | 1987 | $ 2,001,997,803 | 210 | 30,695 | 3 |
| Rehmann Financial | Lansing | MI | 1941 | $ 1,158,617,549 | 268 | 15,893 | 17 |
| The Lehigh Valley Group at Morgan Stanley | Allentown | PA | 1999 | $ 1,132,012,444 | 82 | 17,000 | 3 |