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2022 Top DC Advisor Teams

The NAPA Top DC Advisor Team list highlights the nation’s leading retirement plan advisor firms. Unlike other lists, this focuses on teams, broadly defined as being in a single physical location, and having at least $100 million in DC assets under advisement. It is based on self-reported assets under advisement as of December 31, 2022, unless otherwise noted.

We appreciate the commitment and hard work of the teams acknowledged – and are proud to have the opportunity to share it here.

 

Advisor Team City State Year Est. # of Advisors Total Asset Value (12/31/22) Total # of Plans (12/31/22) Total Participants (12/31/22)
CAPTRUST - New York New York NY 2012 14 $149,966,161,129 595 331,807
NFP Retirement - Aliso Viejo Aliso Viejo CA 2000 63 $100,460,000,000 2,245 3,100,000
CAPTRUST - Raleigh Raleigh NC 1997 19 $93,514,445,755 611 978,268
CAPTRUST - Warren Warren NJ 1992 12 $80,000,000,000 250 750,000
CAPTRUST - Richmond Richmond VA 1988 2 $74,570,120,000 192 693,368
Merrill - Global Corporate and Institutional Advisory Services (GCIAS) Atlanta GA 1999 88 $72,226,934,050 59 865,202
CAPTRUST - Chicago Chicago IL 1977 24 $38,816,826,734 51 215,375
CAPTRUST - Allentown Allentown PA 2000 3 $32,968,473,599 177 206,426
SageView Newport Beach Newport Beach CA 1989 9 $30,024,617,301 357 355,000
CAPTRUST - Charlotte Charlotte NC 2003 5 $27,852,117,870 83 188,520
CAPTRUST - Doylestown Doylestown PA 2006 5 $26,957,574,246 147 348,003
Innovest Portfolio Solutions Denver CO 1996 17 $26,893,389,158 220 344,385
Multnomah Group Portland OR 2003 9 $25,841,576,277 254 200,000
Centurion Group, a Marsh McLennan Agency LLC Company King of Prussia PA 2006 13 $24,318,462,868 195 347,000
CAPTRUST -Minneapolis Minneapolis MN 1995 4 $24,202,410,159 86 262,674
Retirement Plan Analytics/RPA Financial Charlotte NC 2015 4 $23,846,000,000 750 293,000
Flagship Financial Advisors - UBS Financial Services Stamford CT 2006 10 $22,000,000,000 308 215,000
CAPTRUST -Portland Falmouth ME 2006 1 $21,102,842,928 85 324,958 
Advanced Capital Group Minneapolis MN 2002 8 $20,940,701,541 143 145,000
CAPTRUST -Orlando Lake Mary FL 2010 1 $19,416,992,917 36 204,500
NFP Retirement- Bethesda, MD Team Bethesda MD 2001 16 $18,197,098,995 880 N/A
Gallagher Illinois Rolling Meadows IL 1978 12 $17,500,000,000 375 280,000
Compass Financial Partners, a Marsh McLennan Agency LLC Company Greensboro NC 2002 9 $16,597,924,102 189 278,947
SageView Phoenix Newport Beach CA 2005/2021 5 $16,282,596,086 129 160,177
Sheridan Road Financial, a division of HUB International Northbrook IL 2005 10 $16,255,953,637 271 N/A
Newfront Retirement Services San Francisco CA 2012 8 $16,017,442,794 353 246,048
Global Institutional Advisory Solutions New York City NY 2007 10 $15,627,432,962 43 175,983
Institutional Investment Consultating Bloomfield Hills MI 2003 7 $15,600,000,000 38 235,000
SageView Boston Boston MA 2005 2 $15,400,000,000 132 105,000
Newport Capital Group Red Bank NJ 2004 11 $14,415,743,593 137 155,000
Alliant Retirement Consulting Alpharetta GA 2012   $14,000,000,000 660 120,000
Retirement Plan Advisors – RBC Wealth Management Seattle, WA WA 1988 6 $14,000,000,000 223 129,000
CAPTRUST -Atlanta Alpharetta GA 2005 6 $13,938,779,151 89 157,683
MRP - A Division of HUB International, Inc. Denver CO 1995 13 $13,500,000,000 355 172,000
BFSG Institutional Services Irvine CA 1991 10 $12,798,214,958 91 160,325
SageView Southeast Atlanta GA 2003 6 $12,727,506,404 156 149,421
Gallagher South Central Rolling Meadows IL 2002 14 $12,545,000,000 419 266,304
CAPTRUST -Dallas Dallas TX 2010 4 $12,162,754,515 58 95,996
CAPTRUST -Tampa Tampa FL 1998 7 $11,644,606,677 100 192,000
SageView Minneapolis-Wayzata Newport Beach CA 209 2 $11,550,000,000 57 230,000
PearlStreet Investment Management of Stifel Grand Rapids MI 1992/2016 4 $11,378,205,529 38 163,000
Mesirow Retirement Advisory Services Chicago IL 1937 10 $11,300,000,000 344 226,000
MMA Retirement Services - New England Region Boston MA 1973 11 $11,000,000,000 375 197,000
Merrill - Spickler Wealth Management Group Bloomfield Hills MI 2000 3 $10,158,196,694 11 2,000
OneDigital DMV (Fiduciary Plan Advisors) Annapolis MD 2014 16 $10,100,000,000 250 270,000
Graystone Boston North Shore Middleton MA 1998 5 $9,400,000,000 83 140,000
Sequoia Consulting Group San Mateo CA 2008 22 $9,100,000,000 493 208,088
Clearstead Cleveland OH 1989 3 $8,900,000,000 86 n/a
CAPTRUST -South Michigan Southfield MI 2000 7 $8,622,142,085 224 100,000
CAPTRUST -Akron Akron OH 2001 1 $8,461,411,818 135 89,766
Merrill - Cate Brunton Luc Group Indianapolis IN 2007 5 $8,356,271,790 63 75,089
Sageview - Washington DC Newport Beach CA 2007 4 $7,917,930,035 71 97,370
Merrill - The Gsell Group Iselin NJ 1975 2 $7,808,705,892 20 82,341
SageView Chicago Newport Beach CA 2008 Five $7,621,656,678 106 110,563
The Parks Group at Graystone Consulting Milwaukee WI 1981 11 $7,480,427,272 81 99,000
SageView Seattle Seattle WA 2014 2 $7,076,310,525 64 30,500
UBS Institutional Consulting - South Central Group The Woodlands TX 2011 2 $7,000,000,000 28 40,000
CAPTRUST -Des Moines West Des Moines IA 1998 4 $6,967,849,739 114 84,603
Greystone Los Angeles New York NY 2014 4 $6,923,693,488 58 N/A
MMA Retirement Services - West Region San Diego CA 1909 15 $6,525,000,000 407 148,100
OneDigital - Overland Park Overland Park KS 2001 15 $6,427,279,804 529 120,125
The Robertson Group at Graystone Consulting Columbus OH 1994 10 $6,300,000,000 102 50,533
Conrad Siegel Investment Advisors, Inc. Harrisburg PA 2002 4 $6,029,357,824 102 40,287
Glading Group at Graystone Consulting Florham Park NJ 2002 1 $6,000,000,000 13 50,000
OneDigital - Georgia Atlanta GA 2021 4 $5,900,000,000 335 50,000
Houston QPA Overland Park KS 2018 7 $5,850,012,566 91 120,000
SageView - Virginia Richmond VA 2007 5 $5,500,000,000 71 79,193
Gallagher Retirement Boston Boston MA   8 $5,100,000,000 220 72,000
MMA Retirement Services - Upper Midwest Region Minneapolis MN 1986 12 $5,025,000,000 287 122,000
SageView - Austin Austin TX 2002 1 $5,000,000,000 61 100,000
The Mott Group at Graystone Consulting Houston TX 2013 2 $5,000,000,000 45 54,000
Precept Advisory Group Irvine CA 1987 6 $4,827,170,902 66 65,000
Retirement Plan Advisors Chicago IL 2000 56 $4,662,615,747 688 78,453
The Catanella Institutional Consulting Team at UBS Philadelphia PA 1992 2 $4,652,424,165 21 48,014
The D’Aiutolo Malcolm & Associates Investment Consulting Group at UBS Buffalo NY 2008 3 $4,600,000,000 110 55,000
Bolton Investment Baltimore MD 1994 5 $4,579,907,947 76 77,258
Qualified Plan Advisors Nebraska Omaha NE 2018 3 $4,567,289,902 165 40,000
CAPTRUST -Santa Barbara Santa Barbara CA 1988 3 $4,500,573,305 102 115,583
OneDigital - Utah Team Sandy UT 1990 6 $4,500,000,000 190 70,000
OneDigital Retirement Red Bank NJ 1981 5 $4,257,896,178 186 36,942
Bridgehaven Fiduciary Partners Warren NJ 2006 2 $4,200,000,000 78 64,000
Princeton/Park Avenue Investment Consulting at UBS Princeton NJ 2019 7 $4,195,799,891 18 28,548
Greenspring Advisors - Institutional Client Group Towson MD 2004 4 $4,100,000,000 153 60,000
Enterprise Retirement Solutions Houston TX 1996 7 $4,095,000,000 208 51,000
The Wilshinsky Group at Graystone Consulting New York NY 1972 4 $4,082,000,000 63 60,000
Gallagher Mount Laurel, NJ Mount Laurel NJ 2008 5 $4,028,136,625 123 56,366
ProCourse Fiduciary Advisors Carmel IN 2012 / 1998 6 $3,871,785,789 164 68,000
Procyon Partners, LLC Shelton CT 2017 19 $3,600,000,000 110 50,000
SSRBA, a HUB International Company Pearl River NY 2006 4 $3,590,747,398 85 50,916
Millennium Advisory Services, Inc. a HUB International Company Glen Allen VA 2001 11 $3,586,000,000 73 44,700
GRP Financial California, a division of HUB International San Clemente CA 2014 4 $3,457,000,000 148 64,497
Tower Circle Partners of Janney Montgomery Scott Franklin TN 2008 2 $3,437,280,628 28 120,000
Pensionmark Nashville Brentwood TN 2016 3 $3,300,000,000 30 77,000
Oswald Financial, Inc. Cleveland OH 1999 7 $3,297,226,285 312 81,930
Handler Investment Consulting Group Beverly Hills CA 1989/2014 8 $3,250,000,000 62 45,000
Trillium Partners at UBS Atlanta GA 1983 2 $3,250,000,000 77 100,000
HB Retirement Pittsburgh PA 2005 17 $3,157,000,000 300 57,000
Graystone Consulting-Atlanta Atlanta GA 1997 2 $3,091,052,524 78 46,971
Strategic Retirement Partners - Indianapolis/Columbus Shorewood IL 2004 2 $3,056,967,165 67 50,945
Robinson Private Client Group of Oppenheimer & Co. Inc. Winston-Salem NC 2009 2 $3,050,400,067 36 47,585
Legacy Strategic Asset Management of Wells Fargo Advisors Hudson OH 1987 6 $3,049,222,300 13 34,281
Strategic Retirement Partners - Northeast Shorewood IL 2000 1 $3,027,824,616 87 24,639
MMA Retirement Services - Midwest Region Schaumburg IL 2006 7 $2,989,000,000 225 68,500
Shepherd Financial, LLC Carmel IN 2015 12 $2,963,990,724 235 49,586
Spectrum Investment Advisors Mequon WI 1995 16 $2,939,387,918 154 42,768
NWK Group San Francisco CA 2002 4 $2,916,483,992 62 22,500
Cornerstone Advisors Asset Management, LLC Bethlehem PA 1997 25 $2,898,335,680 138 35,000
Wintrust Retirement Benefits Advisors Chicago IL 2011 4 $2,750,000,000 195 56,000
Graystone Consulting Columbus|Grand Rapids Columbus OH 1999 8 $2,600,000,000 53 65,000
Burnham Gibson Wealth Advisors, LLC, A Baldwin Risk Partner Irvine CA 2016 9 $2,587,488,895 131 42,877
OneDigital - Tampa Tampa FL 2004 3 $2,565,000,000 128 47,230
J&R Group at Merrill Lynch Chicago IL 1994 7 $2,563,408,160 119 50,000
DH Consulting of Raymond James Beverly Hills CA 2014/2014 6 $2,550,000,000 42 18,000
AFS 401(k) Retirement Services, LLC Bethesda MD 2006 4 $2,495,000,000 96 22,500
The Vierra Group at UBS Rockland MA 1981 3 $2,480,222,900 71 42,476
SageView West Palm Beach West Palm Beach FL 2007 5 $2,462,741,386 69 74,000
OneDigital Orlando Orlando FL 1997 4 $2,450,000,000 203 140,000
Kelliher Corbett Group at Morgan Stanley Norwell MA 1992 6 $2,444,564,765 65 30,000
H&H Advisors Bloomfield CT 1996 4 $2,434,297,000 93 24,000
Pacific Portfolio Consulting, LLC Seattle WA 1992 7 $2,400,288,054 44 33,982
Merrill - The Howell & Sharp Group Grand Rapids MI 2000 6 $2,399,545,721 154 45,038
CAPTRUST -Harrisonburg Harrisonburg VA 1994 2 $2,399,283,366 40 27,960
HUB Retirement and Wealth Management (formerly Washington Financial Group) McLean VA 1983 4 $2,350,000,000 248 29,500
OneDigital - Bay Area Lafayette CA 2007 9 $2,250,000,000 258 39,000
Princeton Financial Partners – RBC Wealth Management Princeton NJ 2018 4 $2,200,000,000 26 31,000
CAPTRUST -Phoenix Phoenix AZ 2002 4 $2,114,341,509 67 35,477
HUB Retirement & Wealth Management - Houston, TX Houston TX 2002 4 $2,102,271,022 126 52,700
The Beacon Group of Morgan Stanley Blue Bell PA 1997 3 $2,000,000,000 105 5,000
Strategic Retirement Partners - Midwest Shorewood IL 2000 3 $1,975,994,874 129 48,532
Christensen Group Eden Prairie MN 2009 1 $1,900,000,000 220 9,500
SageView Hawaii Honolulu HI 2015 1 $1,812,458,866 36 13,894
HUB Retirement and Wealth Management - Woodbury, NY Woodbury NY   2 $1,800,000,000 48 26,000
The Ratay Group at Morgan Stanley Fort Myers Fl 2002 2 $1,800,000,000 50 7,000
Beacon Pointe Advisors Newport Beach CA 2002 6 $1,790,000,000 210 7,500
Woodruff Sawyer San Francisco CA 1985 2 $1,770,181,635 74 30,630
SageView Twin Cities - Golden Valley Golden Valley MN 2006 6 $1,750,000,000 149 24,000
Comperio Retirement Consulting Cary NC 2006 3 $1,746,385,093 37 21,000
Graystone Consulting - Pacific Mountain Portland OR 2004 1 $1,700,000,000 51 18,500
Three Bell Capital Los Altos CA 2011 5 $1,700,000,000 206 20,000
CAPTRUST -Boston Boston MA 2012 2 $1,686,364,718 33 39,459
Merrill - The Wenzel Group Houston TX 2022 2 $1,583,815,087 42 15,000
CAPTRUST -Austin Austin TX 2010 2 $1,577,345,825 39 14,907
HUB Investment Advisors, Inc. Omaha NE 1992 2 $1,576,864,047 81 19,000
Lawley Retirement Advisors Buffalo NY 2011 5 $1,575,000,000 166 27,500
Northeast Financial Group - UBS Financial Services Woodfield NJ 1995 2 $1,517,031,825 78 13,051
Plexus Financial Services, LLC Buffalo Grove IL 1990 3 $1,500,000,000 80 30,000
Valley Forge Investment Consultants, Inc. Berwyn PA 1991 7 $1,500,000,000 142 24,000
HORAN Cincinnati OH 1948 12 $1,460,638,499 76 18,005
CAPTRUST -Pittsburgh Pittsburgh PA 2003 1 $1,454,199,324 27 12,413
CAPTRUST -Sacramento Sacramento CA 1987 4 $1,446,490,590 179 3,821
Graystone Consulting - Charleston, WV Charleston WV 2006 7 $1,400,000,000 56 26,500
Merrill - Pantucci Bonvechio Group Los Angeles CA 2002 4 $1,392,517,892 38 28,000
Strategic Retirement Partners - Northern California Shorewood IL 2003 3 $1,381,935,328 90 16,593
OneGroup Retirement Advisors Syracuse NY 2015 4 $1,307,065,417 168 17,368
Gaertner Investment Consulting Westlake OH 2005 3 $1,300,000,000 101 13,500
HUB Mid Atlantic TIE Rockville MD 2000 3 $1,300,000,000 116 23,500
MMA Retirement Services - Northeast Region Saddle Brook NJ 1926 3 $1,260,000,000 126 32,000
Deschutes Investment Consulting, LLC Portland OR 1997 3 $1,250,000,000 80 37,430
Fiduciary Plan Partners Westfield NJ 2016 1 $1,250,000,000 71 38,000
Pensionmark Southern California Irvine CA 2022 4 $1,244,000,000 179 35,000
The Lehigh Valley Group at Morgan Stanley Allentown PA 1999 4 $1,243,000,000 74 15,300
CAPTRUST -Chesterton Chesterton IN 2004 5 $1,235,891,013 139 19,210
CAPTRUST -Los Angeles Westlake Village CA 2009 2 $1,227,896,372 15 16,562
OneDigital - Nashville Overland Park KS 2007 2 $1,202,852,498 53 17,994
Impact Wealth Management Irvine CA 2009 18 $1,200,600,000 1,100 12,800
401(k) Plan Professionals Edina MN 2007 4 $1,200,000,000 126 11,000
FSRP or Financial Strategies Retirement Partners Bedford NH 2007 9 $1,200,000,000 208 18,567
Raffa Retirement Services, a division of HUB International Mid-Atlantic Rockville MD 1996 4 $1,200,000,000 179 15,800
The Banas/Yu Wealth Management Group - UBS Financial Services Chicago IL 1994 2 $1,200,000,000 25 10,000
Graystone Consulting - The Brice Group Birmingham MI 1967 5 $1,181,000,000 82 22,800
Strategic Retirement Partners - Great Lakes Shorewood IL 2001 4 $1,165,573,510 124 16,621
a.P. Lubrano & Company, Inc. Paoli PA 1989 14 $1,163,924,718 39 63,000
Graystone Northern New England - The Dubie Group Colchester VT 1997 2 $1,162,000,000 124 18,875
Finspire, LLC Schaumburg IL 2018 3 $1,150,000,000 63 33,000
Aldrich Wealth Lake Oswego OR 1998 5 $1,130,497,118 86 11,535
The Waterford Group, an Alera Group Company Rochester NY 2011 2 $1,117,880,547 149 13,000
Infinitas Overland Park KS 1990 25 $1,117,359,567 164 18,728
Merrill - KBTJ&P Group Fairfield CT 2007 5 $1,110,784,781 76 14,000
RSG Advisory Portsmouth NH 2005 8 $1,107,000,000 166 15,112
Merrill - The Kass/Freeman Group New York NY 2021 3 $1,105,116,371 19 25,000
M3 Financial Madison WI 2010 8 $1,100,000,000 144 21,000
Quintes Financial Services, a division of HUB International Sacramento CA 1986 3 $1,100,000,000 225 20,000
RCM&D Retirement Services Towson MD 2012 3 $1,100,000,000 65 9,500
The Retirement Strategies Group - UBS Financial Services Cincinnati OH 1990 4 $1,100,000,000 45 20,000
Merrill - GRAT Team Northbrook IL 1994 2 $1,081,291,041 40 10,000
JKJ Retirement Services Newtown PA 1934 2 $1,078,000,000 76 7,100
Renaissance Benefit Advisors Atlanta GA 2008 2 $1,070,420,149 26 12,954
FRS Advisors Wayne PA 2002 7 $1,067,066,320 146 26,103
Retirement & Benefit Partners Barrington RI 2017 4 $1,030,715,518 58 11,486
Merrill - The Hagwood Tomoda Group Wellesley MA 2001 5 $1,016,968,340 51 10,000
Kathmere Capital Management Wayne PA 2016 3 $1,013,165,900 123 19,200
Advo(k)ate Advisors Birmingham AL 1982 2 $1,010,000,000 97 22,000
Bosart Wealth Management Group – RBC Wealth Management Bloomfield Hills Mi 1996 4 $1,000,000,000 75 7,500
Graystone West Los Angeles Beverly Hills CA 2022 4 $1,000,000,000 60 45,000
SageView Advisory - Colorado Louisville CO 2015 2 $1,000,000,000 32 13,000
First Western Trust Retirement Services Group Denver CO 2007 3 $987,743,553 86 18,688
MMA Retirement Services - Southwest Region Dallas TX 1926 5 $975,000,000 118 40,000
Excelsior Wealth Management at Morgan Stanley New York NY 1997 3 $950,703,500 34 12,158
CSi Advisory Services, a division of HUB International Indianapolis IN 1971 4 $945,471,669 272 24,567
EPIC Retirement Services Consulting, LLC, a division of HUB International Northeast Limited New York NY 2001 3 $942,986,403 60 8,400
Hickok & Boardman Retirement Solutions, a Pensionmark Financial Group advisory team Burlington VT 1989 3 $941,233,069 87 13,307
Campbell Courtright Group of Raymond James Boise ID 2002 3 $920,283,187 47 14,788
FinDec Stockton CA 1997 6 $913,600,000 410 18,000
SFP Wealth Wellesley MA 2005 3 $892,000,000 185 20,000
CAPTRUST -Houston Houston TX 2009 2 $873,141,925 23 6,929
Pensionmark Austin Austin TX 2010 1 $868,600,000 69 19,900
Schneider Downs Wealth Management Advisors, LP Pittsburgh PA 2000 8 $855,024,619 107 13,608
CCR Wealth Management, LLC Westborough MA 2001 4 $844,780,900 365 8,000
Hauser Retirement Solutions Cincinnati OH 2012 5 $844,597,982 97 25,613
The Gibson Group at Morgan Stanley Sugar Land TX 2005 2 $835,260,000 40 13,125
HUB Retirement and Wealth Management - Fort Worth, TX Fort Worth TX 2007 2 $834,000,000 140 20,000
Abeyta Bueche & Sanders Group San Antonio TX 2005 4 $825,000,000 45 13,000
Strategic Financial Solutions Cedar Rapids IA 1990 7 $825,000,000 70 12,500
Venture Visionary Partners LLC SYLVANIA OH 2019 3 $810,520,117 97 16,675
ISC Advisors, Inc. Dallas TX 1989 5 $808,686,139 208 14,000
Merrill - Ellison Kiber Columbia SC 1983 11 $803,687,974 62 11,645
The Legacy Group Jericho NY 2020 7 $800,000,000 198 30,000
Ancora Retirement Plan Advisors Cleveland OH 2001 4 $791,785,526 179 13,741
Merrill - The Beacon Group Red Bank NJ 1996 6 $777,432,560 41 20,000
Stark Miller Financial Benefits Group Lafayette CA 1967 2 $774,525,123 109 8,514
Sapers & Wallack Retirement Consulting Newton MA 1964 5 $772,832,430 58 8,639
The Schneck Kelnhofer Group at Baird Milwaukee WI 1999 2 $772,206,126 44 4,000
CAPTRUST -Columbia, MD Columbia MD   1 $761,499,616 9 12,208
Sikich Financial Maple Grove MN 2014 2 $758,000,000 58 9,900
The J.K. Meek Group at Graystone Consulting Baltimore MD 1992 7 $756,880,000 19 12,830
Strategic Retirement Partners - Western New York Shorewood NY 2001 2 $746,695,393 74 21,626
Silicon Valley Retirement Services San Jose CA 2010 2 $740,000,000 52 12,500
GBS Retire Salt Lake City UT 2018 2 $733,109,631 166 35,465
SageView Valencia Newport Beach CA 2005 2 $731,541,000 62 5,235
Continuity Group Wells Fargo Advisors Eugene OR 1999 8 $730,000,000 110 13,741
SevenHills Benefit Partners (Pensionmark) Bloomington MN 1986 2 $724,436,983 69 8,843
SEIA - Team Keenan Tysons Corner VA 1997 3 $710,000,000 115 15,000
CAPTRUST -Lake Success Lake Success NY 1981 1 $706,915,584 21 11,417
The Clift Group – RBC Wealth Management Dallas Texas 1985 3 $703,614,000 24 28,250
Pensionmark Meridien Providence RI 1974 5 $700,000,000 80 2,500
The Gehler Luedke Group Madison WI 2006 2 $699,754,510 9 9,828
Plan Sponsor Consultants, A Division of Hub International Alpharetta GA 2008 4 $690,000,000 32 5,800
CFS Investment Advisory Services, LLC Totowa NJ 1993 2 $680,000,000 110 7,000
Merrill - The GGR Group Carmel CA 2002 3 $663,432,869 80 10,107
Merrill - The Angelone & Berkman Group Greenwich CT 2002 2 $657,898,157 100 30,000
Arvest Wealth Management - Retirement Plan Consulting Rogers AR 1986 9 $657,622,948 242 14,571
The Bearing Group Chicago IL 1992 4 $638,000,000 40 5,200
Aegis Retirement Group, a division of HUB Retirement and Private Wealth Memphis TN 2012 1 $635,000,000 128 14,500
PPS Retirement Advisors Williamsville NY 2017 2 $634,032,855 107 9,140
Strategic Retirement Partners - Mid-Atlantic Shorewood IL 1976 3 $630,649,569 64 11,800
Merrill - CBC Group Charlotte NC 1998 13 $620,036,675 34 11,700
OneDigital Hauppauge NY 1995 3 $620,000,000 160 160
Merrill - Migraine, Jerding & Rao Wealth Management Houston TX 2000 4 $612,156,812 21 27,000
Merrill - The Andraos Group Reston VA 2014 4 $608,906,146 128 5,000
Beltz Ianni & Associates Rochester NY 2001 15 $608,270,617 97 9,549
RTD Financial Advisors Philadelphia PA 1983 20 $601,758,000 63 4,942
Aprio Retirement Plan Services Atlanta GA   3 $593,516,325 204 10,000
LHD Retirement Indianapolis IN 2004 3 $590,884,886 87 11,400
Kidder Advisers, Inc. Urbandale IA 1996 7 $588,000,000 157 7,800
The Oaktide Group at Morgan Stanley Rochester NY 2014 4 $586,000,000 54 9,300
CSG Capital Partners of Janney Montgomery Scott Washington DC 2004 5 $572,000,000 35 11,275
Peninsula Financial Group at UBS San Mateo CA 2020 5 $567,537,828 37 8,044
The HF Retirement Group of Wells Fargo Advisors Los Angeles CA 2006 3 $565,000,000 80 7,000
Abbey Street Eden Prairie MN 2018 1 $560,000,000 44 10,000
Brio Benefit Consulting, Inc. New York NY 2008 2 $560,000,000 55 13,360
Forrester Wealth Advisors of Janney Montgomery Scott, LLC Washington , DC DC 2018 2 $554,000,000 18 5,400
Tao Investments Hawai`i Honolulu HI 2004 5 $551,904,595 92 6,497
Achieve Retirement Denver CO 2005 2 $550,000,000 195 17,710
Pensionmark- Cincinnati Cleves OH 2018 1 $545,542,000 28 22,542
Merrill - Saad Vannatta & Associates Mount Pleasant SC 2009 4 $537,863,574 45 7,800
CG Financial Services Williamston MI 1990 10 $535,990,869 169 11,452
Merrill - The Horton Team Hartford CT 2011 4 $535,690,584 59 15,000
New Aspect Financial Services Napa CA 2015 6 $526,634,429 75 4,500
Capital Benefits, LLC FAIRFIELD NJ 2006 2 $525,000,000 79 3,100
Summit Business Solutions Greenwood IN 2005 3 $525,000,000 303 12,100
The Fortis Wealth Management Group at Morgan Stanley Columbus OH 2015 11 $517,349,755 68 13,687
Twelve Points Retirement Advisors Concord MA 2015 5 $507,763,945 123 5,685
BID (Bivona, Impelluso & Decker) Retirement Group – RBC Wealth Management Glastonbury CT 2019 3 $507,517,035 37 21,000
DDMP Investment Advisors Elizabethtown PA 2006 4 $505,000,000 103 8,000
LoVasco Consulting Group Detroit MI 2005 3 $500,350,391 77 6,555
GEN Group – RBC Wealth Management Mclean VA 2004 4 $488,486,904 48 3,550
Merrill - Hammond, Martin & Associates Muskegon MI 2019 4 $488,309,935 16  
Merrill - Waarbroek-Lin Group Los Angeles CA 2005 3 $484,704,286 41 7,280
Retirement Plan Consulting Group Hauppauge NY 2016 5 $484,256,238 123 20,000
Hilb Group Retirement Services Cranston RI 2009 1 $478,064,237 191 10,192
Marcum Wealth Cleveland OH 2014 1 $478,000,000 140 10,000
Latus Group, Ltd. Las Vegas NV 2009 3 $476,900,000 68 15,000
Merrill - The Cogan Bonelli Wealth Management Team Woodland Hills CA 2005 2 $462,006,929 210 15,000
OneDigital - Denver Overland Park KS 2015 2 $460,000,000 85 35,000
Stanger Tacktill Group Melville NY 2005 4 $460,000,000 26 13,500
Westgate Capital Consultants University Place WA 1986 4 $453,342,720 99 8,000
Colton Groome Financial Asheville NC 1950 5 $453,000,000 90 15,000
Summit Financial Group, Inc. Dallas TX 1988 3 $451,000,000 107 7,348
Stonebridge Financial Group Grand Rapids MI 2004 5 $450,000,000 100 5,500
Strategic Retirement Partners - Los Angeles Shorewood IL 2012 3 $447,189,804 80 20,294
SVB Private Boston MA 2015 2 $444,648,069 59 8,300
Pathlight Advisors Scottsdale AZ 2019 3 $442,114,348 95 24,268
Connor & Gallagher OneSource Lisle IL 2016 3 $426,000,000 91 9,500
Insight Financial Solutions Grand Junction CO 2007 5 $426,000,000 83 7,300
Financial Management Network Mission Viejo CA 1993 3 $425,579,000 156 7,521
Merrill - Laub Kuhn Wealth Management Group Wichita KS 1992 3 $425,000,000 42 8,000
Retirement Impact Andover MA 2021 2 $411,175,439 32 3,793
Becker Suffern McLanahan, Ltd. Mandeville LA 1962 3 $406,993,159 163 5,738
RPS Retirement Plan Advisors Austin TX 2014 4 $405,000,000 24 8,935
AID Wealth Solutions Group – RBC Wealth Management Nashville TN 2018 2 $404,511,676 23 6,317
CAPTRUST -Greenwich Greenwich CT 2013 2 $402,886,027 10 6,455
Strategic Retirement Partners - Upper Midwest Shorewood IL 2010 3 $400,657,388 66 12,314
Karelitz Group at Morgan Stanley Wellesley MA 2014 6 $400,000,000 109 20,000
The Bailey Group St. Augustine FL 1996 2 $400,000,000 42 10,000
Merrill - Nietenhoefer & Associates Fort Worth TX 1997 1 $394,961,139 87 3,500
Strategic Retirement Partners - Oklahoma Shorewood IL 2004 1 $394,563,533 26 11,226
Equanimity Wealth Management Okemos MI 1992 1 $391,979,051 41 4,000
Merrill - Ma Teigen Group Pasadena CA 2008 2 $391,578,819 39 4,700
Veery Capital Wilmington DE 2012 3 $390,000,000 55 4,690
Smith Thornton Advisors Huntsville AL 2011 4 $385,154,614 21 5,439
Legacy 401k Partners Grapevine TX 2009 2 $380,000,000 25 14,500
Anderson Financial Brookeville MD 2014 3 $379,000,000 46 7,500
JMB Wealth Management, Inc. Torrance CA 2006 1 $375,000,000 60 10,000
Strategic Retirement Partners - Central Florida Shorewood IL 2009 1 $359,788,222 52 6,945
Merrill - The Nelson Remey Retirement Group at Merrill Lynch Red Bank NJ 2017 3 $358,717,602 10 7,000
One Digital - Basking Ridge Basking Ridge NJ 1999 4 $355,000,000 32 4,000
Bienville Capital Group Metaire LA 2003 1 $352,617,630 122 8,000
OnPoint Wealth Partners Cleveland OH 2021 5 $350,000,000 97 4,890
Merrill - The Murray Hanseth Group Boston MA 2017 2 $346,466,503 30 3,612
Lutz Financial - Omaha, NE Omaha NE 2001 7 $342,000,000 126 9,000
QP Consulting, LLC Takoma Park MD 2002 2 $340,000,000 38 2,950
The Sides Group – RBC Wealth Management York PA   5 $335,000,000 67 5,400
BGA Retirement Advisors Lewiston ME 1996 3 $333,000,000 83 1,500
The Brown Group of Stifel Fairport NY 1988 3 $332,900,000 22 12,000
Manhattan Ridge Advisors New York NY 2006 8 $332,745,150 73 7,385
Strategic Retirement Partners - Austin Shorewood IL 2003 2 $330,873,737 89 9,827
HUB International - Libertyville, IL Libertyville IL 1996 1 $330,000,000 116 4,800
Retirement Fiduciary Group, LLC Andover MA 2019 4 $328,627,266 52 8,582
The Dimino-Seewald Group – RBC Wealth Management Red Bank NJ 2004 3 $325,000,000 104 6,500
TRITIS Wealth Management Sugar Land TX 2012 4 $325,000,000 205 8,500
Bryson Financial Long Beach CA 1989 3 $323,220,034 1,559 22,332
CAPTRUST -Greenville Greenville SC 1996 4 $316,599,094 47 2,801
The BBM Group at Morgan Stanley Morristown NJ 2012 4 $315,000,000 58 4,500
Merrill - Pfeffer/Stockard/Cacchione/Bauer Wealth Management Group Erie PA 1983 4 $312,254,046 46 4,000
Newcleus Retirement Advisors Newtown PA 2016 3 $312,000,000 37 3,774
Merrill - Buchman Cairns Reeves Frounfelker Team Savannah GA 2019 5 $310,529,507 13 4,874
Strategic Financial Services, Inc. Utica NY 1970 3 $304,288,197 54 3,665
Merrill - Pollock, Hammel, and Kezdi and Assoociates Chattanooga TN 1996 5 $302,452,905 31 30,000
Merrill - The MG Group Alpharetta GA 2001 2 $299,736,504 39 10,000
Merrill - Chang Hunter & Associates San Francisco CA 2017 3 $295,850,833 70 52,000
Stokes Family Office, LLC New Orleans LA 2019 5 $288,846,268 39 2,936
Strategic Retirement Partners - Michigan Shorewood IL 2012 3 $287,145,991 33 3,383
The Saunders Investment Group at UBS New York NY 1999 1 $281,403,342 25 2,330
The Lynnvest Group – RBC Wealth Management Beverly Hills CA 2006 3 $278,356,258 27 3,615
Lifetime Companies Gaithersburg MD 1999 2 $276,677,300 34 5,058
Merrill - Murray Dragotta Group Darien CT 2007 3 $276,543,468 82 5,500
Alpha Capital Management Group Greenwood Village CO 2015 3 $275,181,244 377 9,000
Strategic Retirement Partners - Nashville Shorewood IL 2008 2 $273,934,452 30 7,061
Wheeler Associates Duluth MN 1934 3 $272,376,341 64 6,500
Merrill - Negrete & Associates Napa CA 2019 4 $271,603,432 64 3,408
Merrill - Aquirre-Jankowski Group Doylestown PA 2004 2 $267,932,246 80 5,380
Equity Planning Group Toledo OH 1999 3 $265,488,078 80 4,900
The MTN Group at J.P. Morgan Dallas TX 2009 4 $265,000,000 14 2,341
Fiduciary Wealth Management Reston VA 2010 2 $264,598,166 91 7,500
Eukles Wealth Management Cincinnati OH 2011 5 $260,000,000 40 5,100
EverThrive Financial Group Birmingham AL 2004 3 $259,128,859 36 7,221
Align Retirement Advisors Lancaster PA 2007 5 $257,000,000 27 8,578
Horizon Financial Group Baton Rouge LA 1999 3 $251,000,000 73 5,800
Webster Investments Boston MA 2013 1 $250,000,000 110 8,000
Kirby Wealth Management Group Champaign IL 1995 1 $247,500,000 112 4,722
Hamilton Capital Columbus OH 1997 32 $243,339,212 129 N/A
Retirement Plan Solutions Waukesha WI 2004 2 $239,728,711 22 2,277
Odyssey Financial Group LLC Oklahoma City OK 2013 3 $237,000,000 83 5,230
Merrill - Collins Whitehurst Femat Group San Antonio TX 1965 3 $231,869,349 63 10,411
Blueprint Financial - Retirement Advisor Team Cleveland OH 2007 2 $229,000,000 22 3,100
Merrill - MLCS Group Tulsa OK 2023 6 $226,234,076 16 2,129
Mid-Atlantic Planning Services Allentown PA 1992 2 $224,017,871 82 3,200
Merrill - Post & Associates Bloomfield Hills MI 2006 1 $222,265,044 29 1,857
The Converse Team Wichita KS 2002 3 $217,328,055 124 7,000
Douglas R. Peete & Associates Overland Park KS 1980 1 $213,360,653 159 3,559
DeNovo Advisory Group Dallas TX 2012 7 $210,000,000 48 4,300
Merrill - Roche Hans Orders Group Baltimore MD 1998 3 $207,443,643 23 1,775
The Edwards Group at Morgan Stanley Columbus OH 1989 5 $206,041,994 297 8,249
Strategic Retirement Partners -  Maryland Shorewood IL 2005 1 $205,962,863 25 2,227
Merrill - Millwee Burkett Robinson and Associates Little Rock AR 2008 3 $204,198,676 35 3,500
Panfang Fu - UBS Financial Services, Inc. Newport Beach CA 1993 1 $200,000,000 25 1,300
Strategic Retirement Partners - Houston Shorewood IL 1998 1 $198,616,596 8 3,314
Michael Clark, CFP® Orlando FL 2008 1 $198,000,000 27 11,000
Integrated Wealth Solutions Overland Park KS 1998 2 $189,500,194 36 3,631
Correct Capital Wealth Management Saint Louis MO 2018 5 $182,000,000 34 3,200
DJM Financial Wealth Management & Insurance Services Irvine CA 2017 9 $180,000,000 138 2,600
The Zelniker Dorfman Carr & Heritage Group at UBS New York NY 1992 7 $180,000,000 25 960
N W Kaye Private Wealth Management New Orleans LA 2015 4 $176,600,000 5 1,524
KerberRose Retirement Plan Services Shawano WI 2016 2 $174,574,901 138 2,983
Merrill - The Hanna Group New York NY 2018 4 $174,172,529 25 3,000
Merrill - Cliborne Winkler & Associates Clearwater FL 2010 2 $173,470,073 62 15,000
Broadstone Advisors, LLC Latham NY 1995 2 $170,000,000 36 1,467
Vital Planning Group New York NY 2008 6 $170,000,000 36 2,600
The Woei Retirement Group of Wells Fargo Advisors Tampa FL 1995 2 $168,324,334 48 2,300
Summit Group Retirement Planners, Inc. Exton PA 2013 2 $168,000,000 60 4,800
Tancill Investment Group – RBC Wealth Management Madison WI   4 $167,996,623 16 2,166
Merrill - The Antonacci Group New York NY 2019 2 $167,963,941 16 200
Merrill - Cunningham, Kiick & Associates at Merrill Lynch Akron OH 2016 2 $166,148,721 27 3,200
Financial Technology, Inc. East Lansing MI 1980 5 $165,000,000 65 1,300
Montanti Advisory Services boca raton FL 1969 1 $165,000,000 50 4,500
Merrill - Fuson & Associates Tacoma WA 2006 2 $162,324,785 21 5,683
IVC Wealth Advisors Silverdale PA 2014 5 $160,177,631 40 2,339
Merrill - Eidlin-Kilmer & Associates Pittsford NY 1992 5 $158,020,787 41 2,655
The Wiregrass Group at Morgan Stanley Dothan AL 2002 5 $154,801,722 84 7,531
Merrill - Beckett George Wealth Management Mount Laurel NJ 2018 5 $151,809,621 26 6,000
Garnett Retirement Group, a division of HUB International Palm Harbor FL 2009 2 $147,000,000 56 3,000
Merrill - Courtney, Patrick & Tutwiler Group Jacksonville FL 1998 4 $145,283,002 20 4,500
The LaCross Team – RBC Wealth Management Albuquerque NM 2015 3 $145,000,000 23 1,900
Merrill - The Acuff | Beymer | Smith | Camp Wealth Management Group Columbus OH 1998 4 $144,727,663 15 3,223
Merrill - Campbell, Johnson and Earl Wealth Management Norfolk VA 1998 5 $144,339,776 30 1,250
The Etergino Group – RBC Wealth Management Chevy Chase MD 1984 3 $143,218,348 11 590
Merrill - Trovas Barker Wealth Management Team Cedar Rapids IA 2011 2 $142,174,784 10 1,000
Investors Brokerage of Texas, Ltd. Waco TX 2000 2 $141,097,061 32 2,151
Morgan Capital Solutions, LLC Southlake TX 2013 2 $140,000,000 5 788
Merrill - Baumer Wealth Management Allentown PA 1983 2 $137,988,508 17 2,231
Legacy Wealth Management - UBS Financial Services Melville NY 2019 4 $137,341,329 24 2,395
HFM Investment Advisors, LLC Glassboro NJ 2017 4 $133,259,067 43 3,434
Merrill - The Russo Rosenstein Group Garden City NY 2012 3 $129,953,299 18 2,500
Coastal Financial Strategies Group of Stifel Southfield MI 2019 9 $125,577,827 29 1,824
CG Financial Services - South East Charlotte NC 2009 2 $125,000,000 33 1,400
Specialized Retirement Consultants Marquette MI 2021 1 $123,337,000 1 2,190
Merrill - The Seitz, Bosley, McLaughlin Group North Bethesda MD 2006 3 $123,036,696 15 2,000
Merrill - The Weeber/Langdon Team Wyomissing PA 2008 2 $121,885,530 22 3,400
Merrill - Price & Associates Southlake TX 1995 3 $121,611,876 17 1,347
Merrill - The Bromberg Gerschel Group New York NY 2014 4 $120,836,330 13 10,000
Rose Street Advisors Kalamazoo MI 2012 1 $120,308,333 36 1,819
Flautt Financial Brentwood TN 1990 3 $120,000,000 26 1,800
The Sentinel Ponte Vedra Group at Morgan Stanley Ponte Vedra Beach Fl 2020 3 $120,000,000 37 3,000
Merrill - Connolly, Swezey & Wolf Albany NY 2015 3 $116,837,883 20 1,500
Merrill - Frounfelker and Maley Macon GA 2023 2 $112,963,274 32 2,513
Merrill - Seamen & Associates Raleigh NC 1956 1 $112,602,653 10 500
Kieckhaefer Wealth Management Group – RBC Wealth Management Delafield WI 2010 3 $110,000,000 78 1,135
Merrill - Maggs & Associates Wyomissing PA 1993 5 $108,759,673 15 1,600
Merrill - ABCD Group Jericho NY 2017 2 $108,434,663 24 1,185
Merrill - The Linke-Pearson Group Stamford CT 2011 3 $108,296,154 13 950
Ridley and Hull Wealth Management Group of STIFEL Bowling Green KY 1995 3 $106,841,829 8 758
Merrill - McBride/Mariani Group Mystic CT 2003 2 $105,133,708 17 710
The Reserve Investments Newport Beach CA 2011 4 $102,856,987 50 1,988