The National Association of Plan Advisors (NAPA) has published its list of the nation’s top defined-contribution (DC) advisor teams and DC advisor multi-office firms, the company announced today.
Topping the 2019 DC Advisor Team list is NFP in Aliso Viejo, Calif. Founded in 2000, the 48-advisor team reported 1,357 total plans, 760,723 total plan participants, and $78,887,000,000 in total asset value as of December 31, 2019.
RPAG in Aliso Viejo, Calif., was number one on NAPA’s list of the nation’s top DC advisor multi-office firms. Founded in 2004, RPAG reported 65,000 total plans, 6,173,450 total participants, and $611,270,597,518 in total asset value as of year-end 2019.
This year’s DC advisor team list, which focuses on teams with at least $100 million in client assets under advisement (AUA), represents more than $1 trillion in DC assets under advisement. Those teams include more than 1,500 advisors—and many more support personnel—working to help Americans prepare for a financially satisfying retirement in 40 states and Puerto Rico.
The coincident publication of the top multi-office DC firms highlights more than $2 trillion in AUA, nearly 125,000 plans supported, and nearly 24 million participants supported by the actions of these firms.
The list of NAPA’s Top DC Advisor Teams, which will be published in the Spring issue of NAPA Net, the Magazine, is available online at www.napa-net.org/industry-intel/accolades/top-dc-advisor-teams.
The list of NAPA’s Top DC Multi-Office Firms is available online at www.napa-net.org/industry-intel/accolades/top-dc-advisor-firms.
Headquartered in Arlington, Va., the National Association of Plan Advisors is a national non-profit organization created by and for retirement plan advisors.