PLANADVISER - January/February 2018 - 24

Individual Advisers
With $950 Million or
More in Retirement
Plan Assets Under
Advisement
$950 Million to $1.75 Billion
Rick Wedge
Novato, California
Joe Connell
Sikich Financial
Maple Grove, Minnesota
Dan Peluse
Wintrust Retirement Plan Services
Chicago, Illinois
Josh Ulmer
The SeaPort Group, Morgan Stanley
Portland, Oregon
More Than $1.75 Billion to $3 Billion
Andrew Harbour
Graystone Consulting
Atlanta, Georgia
Scott Wertheim
CAPTRUST Financial Advisors
Doylestown, Pennsylvania
More Than $3 Billion
Mark A. Davis
CAPTRUST
Westlake Village, California
Todd Timmerman
Retirement Plan Analytics
Charlotte, North Carolina
126 to 175 Plans
Edward Chairvolotti
Chairvolotti Financial
Winter Park, Florida
Dan Peluse
Wintrust Retirement Plan Services
Chicago, Illinois
Jim Sampson
Hilb Group Retirement Services
Warwick, Rhode Island
Todd Timmerman
Retirement Plan Analytics
Charlotte, North Carolina
More Than 175 Plans
Manuel Alonso
Benefit Strategies & Advisors
South Miami, Florida
Mark Gutrich
Fi401k Advisors, LLC
Greenwood Village, Colorado
Small Teams With
$1.5 Billion or More in
Retirement Plan Assets
Under Advisement
$1.5 Billion to $2 Billion
The Beacon Group, Morgan Stanley
Jenkintown, Pennsylvania
Individual Advisers with
100 or More Retirement
Plans Under Advisement
100 to 125 Plans
Steven Kaye
AEPG Wealth Strategies
Warren, New Jersey
Jonathon Schultheiss
Greensboro, North Carolina
Christopher Soto
Wells Fargo Advisors
Irvine, California
The D'Aiutolo Investment Consulting
Team, UBS Financial Services
Rochester, New York
First National Bank of Omaha
Omaha, Nebraska
Hays Companies
Minneapolis, Minnesota
The J&R Group, Merrill Lynch
Chicago, Illinois
Sequoia 401(k),
Sequoia Consulting Group
San Mateo, California
The Wilshinsky Group,
Morgan Stanley
New York, New York
More Than $2 Billion to $3 Billion
Avondale Partners
Nashville, Tennesse
Cafaro Greenleaf
Red Bank, New Jersey
Fiduciary Plan Advisors
Phoenix, Maryland
Graystone Consulting - Cincinnati,
Morgan Stanley
Cincinnati, Ohio
Greenspring Advisors
Towson, Maryland
Heffernan Retirement Services
San Francisco, California
Hooker & Holcombe
Investment Advisors
West Hartford, Connecticut
LeafHouse Financial
Austin, Texas
Princeton Retirement Consulting,
UBS Financial Services, Inc.
Princeton, New Jersey
ProCourse Fiduciary Advisors
Carmel, Indiana
Strategies Capital Management
Denver, Colorado
More Than $3 Billion to $5 Billion
Cantor Fitzgerald Wealth Partners
Pittsburgh, Pennsylvania
The Catanella
Institutional Consulting Team,
UBS Institutional Consulting Group
Philadelphia, Pennsylvania
The Detterick Group,
Morgan Stanley
New York, New York
Graystone Consulting - Boston North
Shore, Morgan Stanley
Middleton, Massachusetts
24 | planadviser.com january-february 2018

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PLANADVISER - January/February 2018

Table of Contents for the Digital Edition of PLANADVISER - January/February 2018

Big Ideas
2018 PLANADVISER Top 100 Retirement Plan Advisers
2018 PLANADVISER Micro Plan Survey
Value Added
The Magic of Local Events
Warming to ESG
HSAs in Retirement Planning
PLANADVISER - January/February 2018 - Cover1
PLANADVISER - January/February 2018 - Cover2
PLANADVISER - January/February 2018 - 1
PLANADVISER - January/February 2018 - 2
PLANADVISER - January/February 2018 - 3
PLANADVISER - January/February 2018 - 4
PLANADVISER - January/February 2018 - 5
PLANADVISER - January/February 2018 - 6
PLANADVISER - January/February 2018 - 7
PLANADVISER - January/February 2018 - 8
PLANADVISER - January/February 2018 - 9
PLANADVISER - January/February 2018 - 10
PLANADVISER - January/February 2018 - 11
PLANADVISER - January/February 2018 - 12
PLANADVISER - January/February 2018 - 13
PLANADVISER - January/February 2018 - 14
PLANADVISER - January/February 2018 - 15
PLANADVISER - January/February 2018 - 16
PLANADVISER - January/February 2018 - 17
PLANADVISER - January/February 2018 - Big Ideas
PLANADVISER - January/February 2018 - 19
PLANADVISER - January/February 2018 - 20
PLANADVISER - January/February 2018 - 21
PLANADVISER - January/February 2018 - 2018 PLANADVISER Top 100 Retirement Plan Advisers
PLANADVISER - January/February 2018 - 23
PLANADVISER - January/February 2018 - 24
PLANADVISER - January/February 2018 - 25
PLANADVISER - January/February 2018 - 26
PLANADVISER - January/February 2018 - 27
PLANADVISER - January/February 2018 - 28
PLANADVISER - January/February 2018 - 29
PLANADVISER - January/February 2018 - 2018 PLANADVISER Micro Plan Survey
PLANADVISER - January/February 2018 - 31
PLANADVISER - January/February 2018 - 32
PLANADVISER - January/February 2018 - 33
PLANADVISER - January/February 2018 - 34
PLANADVISER - January/February 2018 - 35
PLANADVISER - January/February 2018 - 36
PLANADVISER - January/February 2018 - 37
PLANADVISER - January/February 2018 - Value Added
PLANADVISER - January/February 2018 - 39
PLANADVISER - January/February 2018 - The Magic of Local Events
PLANADVISER - January/February 2018 - 41
PLANADVISER - January/February 2018 - Warming to ESG
PLANADVISER - January/February 2018 - 43
PLANADVISER - January/February 2018 - HSAs in Retirement Planning
PLANADVISER - January/February 2018 - 45
PLANADVISER - January/February 2018 - 46
PLANADVISER - January/February 2018 - 47
PLANADVISER - January/February 2018 - 48
PLANADVISER - January/February 2018 - Cover3
PLANADVISER - January/February 2018 - Cover4
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