Announcing—NAPA’s Top DC Advisor Multi-Office Firms
BY
NAPA Net StaffMarch 05, 2020
Almost from the day we launched our call for Top DC Advisor Teams, there has been an interest in a related compilation—one that captures the DC assets of an entire firm, or a multi-office arrangement.
This year’s list is based on self-reported defined contribution (DC) assets under advisement (AUA) as of Dec. 31, 2019 for the organizations that submitted data. Firms listed had to have more than one office/physical location to be included. Additionally we have limited this list to firms with in excess of $1 billion in AUA.
There is quite a bit of differentiation among the firms listed in terms of size, number of advisors, and geographic breadth. Some have been in existence for more than a century—others in the relatively recent past. However, all told the firms listed are stewards for more than $2 trillion in DC assets, nearly a quarter of a million plans, and more than 23 million participants.
You can check out the list of 2019 Top DC Multi-Office Firms at https://www.napa-net.org/industry-intel/accolades/top-dc-advisor-firms.
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 teams acknowledged—and are proud to have the opportunity to share it here, and in the Spring issue of NAPA Net the Magazine.
Oh—and if you missed it (or even if you didn’t), you’ll want to check out (again) our list of Top DC Advisor Teams at https://www.napa-net.org/industry-intel/accolades/top-dc-advisor-teams.
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