PLANADVISER - January/February 2018 - 26

The Kass/Freeman Group, Merrill
Lynch
New York, New York
The Mott Group at Graystone
Consulting, Morgan Stanley
Houston, Texas
The Parks Group, Graystone
Consulting, Morgan Stanley
Milwaukee, Wisconsin
Precept Advisory Group LLC
Irvine, California
The Willhite Institutional Consulting
Group, UBS Financial Services Inc.
The Woodlands, Texas
More Than $5 Billion
CAPTRUST Financial Advisors
Akron, Ohio
Graystone Consulting,
Morgan Stanley
Wyomissing, Pennsylvania
Mariner Retirement Advisors
Leawood, Kansas
Strategic Retirement Group
White Plains, New York
CFS Investment Advisory
Services, LLC
Totowa, New Jersey
The J&R Group, Merrill Lynch
Chicago, Illinois
The D'Aiutolo Investment
Consulting Team,
UBS Financial Services
Rochester, New York
Fiduciary Plan Advisors
Phoenix, Maryland
Hooker & Holcombe Investment
Advisors
West Hartford, Connecticut
KMBA Investment Consulting
Group, UBS Financial Services Inc.
San Diego, California
Shepherd Financial
Carmel, Indiana
Traum Vaughan Group,
Morgan Stanley
Menlo Park, California
141 to 175 Plans
Achieve Retirement
Denver, Colorado
CoSource Financial Group, LLC
Lafayette, Louisiana
Small Teams
With 115 or More
Retirement Plans
Under Advisement
115 to 140 Plans
The Beacon Group, Morgan Stanley
Jenkintown, Pennsylvania
Benefit Partners Financial Group,
LLC,
LPL Financial
Libertyville, Illinois
BST Group, Morgan Stanley
Middleton, Massachusetts
Cafaro Greenleaf
Red Bank, New Jersey
First National Bank of Omaha
Omaha, Nebraska
Heffernan Retirement Services
San Francisco, California
Kidder Advisers, LLC
West Des Moines, Idaho
Sequoia Financial Group, LLC
Akron, Ohio
Siegel, Martin & Associates
Washington, D.C.
More Than 175 Plans
The Forte, Mason, D'Amico Group,
Morgan Stanley
Westport, Connecticut
Incisive Financial Group
Fairfax, Virginia
LeafHouse Financial
Austin, Texas
Mariner Retirement Advisors
Leawood, Kansas
Sequoia 401(k),
Sequoia Consulting Group
San Mateo, California
Large Teams With
$3.5 Billion or More in
Retirement Plan Assets
Under Advisement
$3.5 Billion to $5.5 Billion
Ascende Wealth Advisers, Inc.
Houston, Texas
Graystone Consulting - Boca Raton,
Winter Park, Morgan Stanley
Boca Raton, Florida
Graystone Consulting - Los Angeles,
Morgan Stanley
Westlake Village, California
Graystone Consulting - Metropolitan,
D.C., Morgan Stanley
Potomac, Maryland
Graystone Consulting - Tampa,
Morgan Stanley
Tampa, Florida
MRP
Denver, Colorado
Plan Pilot
Chicago, Illinois
The Robertson Group, Graystone
Consulting, Morgan Stanley
Columbus, Ohio
Sentinel Pension Advisors
Wakefield, Massachusetts
More Than $5.5 Billion to $8 Billion
Compass Financial Partners
Greensboro, North Carolina
26 | 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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