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Top DC Advisor Multi-Office Firms (2022)
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, 2022 (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
- 2021 Top DC Advisor Multi-Office Firms
- 2020 Top DC Advisor Multi-Office Firms
- 2019 Top DC Advisor Multi-Office Firms
- 2018 Top DC Advisor Multi-Office Firms
| Advisor Firm Name | City | State | Year Est. | # Offices | # Retirement Plan Advisors (12/31/22) | Total Asset Value of the DC Plans (as of 12/31/22) | Total # of DC Plans (as of 12/31/22) | Total Participants Covered (as of 12/31/22) |
|---|---|---|---|---|---|---|---|---|
| CAPTRUST | Raleigh | NC | 1997 | 73 | 195 | $597,723,129,423 | 4,264 | 4,386,432 |
| NFP | Aliso Viejo | CA | 2000 | 42 | 102 | $180,560,666,177 | 5,076 | 3,500,000 |
| HUB Retirement & Private Wealth | Chicago | IL | 1998 | 126 | 459 | $142,591,409,383 | 7,922 | 1,901,000 |
| SageView Advisory Group | Newport Beach | CA | 1989 | 32 | 35 | $141,410,297,614 | 1,920 | 1,800,000 |
| UBS | Weehawken | NJ | 1862 | >300 | 500 | $111,000,000,000 | 9,000 | N/A |
| OneDigital | Overland Park | KS | 1987 | 85 | 228 | 109,030,000,000 | 5,470 | 1,000,000 |
| GRP Financial | San Rafael | CA | 1992 | 118 | 406 | $107,120,212,323 | 7,103 | 1,289,977 |
| Creative Planning Retirement Services | Overland Park | KS | 1984 | 15 | 22 | $99,000,000,000 | 1,606 | 2,659,830 |
| Pensionmark Financial Group (A World Company) | Santa Barbara | CA | 1988 | 67 | 119 | $86,000,000,000 | 5,000 | 590,000 |
| Gallagher Fiduciary Advisors, LLC | Rolling Meadows | IL | 1978 | 34 | 113 | $75,291,026,849 | 2,148 | |
| CBIZ - Retirement & Investment Solutions | Cleveland | OH | 1998 | 18 | 82 | $48,669,289,761 | 1,607 | N/A |
| RBC Wealth Management | Minneapolis | MN | 1909 | 311 | 1141 | $47,632,116,264 | 11,327 | 563,733 |
| Strategic Retirement Partners | Shorewood | IL | 2015 | 27 | 56 | $15,136,519,653 | 1,086 | 268,900 |
| Alliant Retirement Consulting | Alpharetta | GA | 2012 | 8 | 10 | $14,900,000,000 | 660 | 120,000 |
| Cerity Partners | New York | NY | 2009 | 24 | 20 | $12,508,063,642 | 292 | 180,414 |
| Sentinel Pension Advisors | Wakefield | MA | 1998 | 3 | 20 | $7,500,000,000 | 640 | 67,000 |
| Merrill - GBSDC & Associates | Lakewood Ranch | FL | 1999 | 5 | 16 | $4,702,002,980 | 311 | 75,000 |
| Pension Consultants, Inc. | Springfield | MO | 1994 | 2 | 7 | $4,270,000,000 | 61 | 71,273 |
| intellicents | Eden Prairie | MN | 1974 | 10 | 20 | $4,100,634,669 | 340 | 54,000 |
| Moneta | St. Louis | MO | 1869 | 5 | $3,997,557,091 | 294 households | N/A | |
| Mariner Wealth Advisors | Overland Park | KS | 2006 | 2 | 13 | $3,941,614,080 | 423 | 41,486 |
| Everhart Advisors | Dublin | OH | 1995 | 3 | 15 | $3,163,392,117 | 455 | 59,263 |
| Fisher Investments 401(k) Solutions | Camas | WA | 2014 | 4 | 54 | $2,774,900,207 | 1,217 | 50,735 |
| Bernstein Private Wealth Management | New York | NY | 1967 | $2,253,000,000 | 281 | 21,186 | ||
| IMA Wealth, Inc. | Wichita | KS | 2000 | 3 | 5 | $2,182,539,863 | 211 | N/A |
| CliftonLarsonAllen Wealth Advisors, LLC | Minneapolis | MN | 1995 | 38 | 7 | $2,154,524,285 | 490 | 26,499 |
| The Trust Company of Tennessee | Knoxville | TN | 1987 | 3 | 221 | $1,675,924,353 | 221 | 29,313 |
| Guidance Point Retirement Services, LLC. | Portland | ME | 2012 | 2 | 5 | $1,470,795,464 | 59 | 20,650 |
| Graystone Consulting- The Atlantic Group at Morgan Stanley | Boca Raton | FL | 2002 | 3 | 10 | $1,411,176,545 | 53 | 39,369 |
| Accelerate Retirement | Aliso Viejo | CA | 2018 | 11 | 16 | $1,395,000,000 | 329 | 25,000 |
| BerganKDV | Bloomington | MN | 2007 | 9 | 1 | $1,203,012,859 | 98 | 22,987 |
| Duncan Financial Group | Irwin | PA | 1978 | 9 | 8 | $1,000,000,000 | 450 | 20,000 |