PLANADVISER - January/February 2018 - 27

Francis Investment Counsel LLC
Brookfield, Wisconsin
PearlStreet Investment
Management, Stifel Nicolaus
& Company Inc.
Grand Rapids, Michigan
More Than $8 Billion to $12 Billion
Institutional Investment
Consulting
Bloomfield Hills, Michigan
Newport Capital Group
Red Bank, New Jersey
The PFE Group
Southborough, Massachusetts
Westminster Consulting
Rochester, New York
More Than $12 Billion
FiduciaryVest
Atlanta, Georgia
Multnomah Group, Inc.
Portland, Oregon
Sheridan Road Financial
Northbrook, Illinois
176 to 250 Plans
401k Advisors Intermountain
Sandy, Utah
Krasnow Pension Advisors
Beachwood, Ohio
Lockton Investment Advisors
Kansas City, Missouri
Pensionmark Financial Group, LLC
Santa Barbara, California
Moneta Group Institutional -
Clayton, Moneta Group
Investment Advisors, LLC
Clayton, Missouri
MRP
Denver, Colorado
Sheridan Road Financial
Northbrook, Illinois
More Than 250 Plans
CSI Advisory Services, LLC
Indianapolis, Indiana
Everhart Advisors
Dublin, Ohio
Oswald Financial, Inc.
Cleveland, Ohio
Sentinel Pension Advisors
Wakefield, Massachusetts
Large Teams
With 150 or More
Retirement Plans
Under Advisement
150 to 175 Plans
The Kelliher Corbett Group,
Morgan Stanley
Norwell, Massachusetts
Multnomah Group, Inc.
Portland, Oregon
Plan Sponsor Consultants
Alpharetta, Georgia
Spectrum Investment Advisors, Inc.
Mequon, Wisconsin
Washington Financial Group
McLean, Virginia
Mega Teams
With $10 Billion or
More in Retirement
Plan Assets Under
Advisement
$10 Billion to $35 Billion
CBIZ Retirement Plan Services
Cleveland, Ohio
Innovest Portfolio Solutions
Denver, Colorado
Retirement Benefits Group
San Diego, California
USI Advisors, Inc.
Glastonbury, Connecticut
More Than $35 Billion to $70 Billion
Fiduciary Investment Advisors
Windsor, Connecticut
Portfolio Evaluations, Inc.
Warren, New Jersey
More Than $70 Billion
Cammack Retirement Group
Wellesley, Massachussets
SageView Advisory Group
Irvine, California
Mega Teams
With 300 or More
Retirement Plans
Under Advisement
300 to 750 Plans
Bukaty Companies Financial Services
Overland Park, Kansas
Fiduciary Investment Advisors
Windsor, Connecticut
Portfolio Evaluations, Inc.
Warren, New Jersey
Retirement Benefits Group
San Diego, California
USI Advisors, Inc.
Glastonbury, Connecticut
751 to 1,000 Plans
CBIZ Retirement Plan Services
Cleveland, Ohio
Marsh & McLennan Agency
Retirement Services
San Diego, California
More Than 1,000 Plans
Lockton Investment Advisors
Kansas City, Missouri
Pensionmark Financial Group, LLC
Santa Barbara, California SageView
Advisory Group
Irvine, California
planadviser.com january-february 2018 | 27

http://www.planadviser.com

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
https://www.planadviserdigital.com/planadviser/winter_2023
https://www.planadviserdigital.com/planadviser/fall_2023
https://www.planadviserdigital.com/planadviser/summer_2023
https://www.planadviserdigital.com/planadviser/industryleader_2023
https://www.planadviserdigital.com/planadviser/spring_2023
https://www.planadviserdigital.com/planadviser/november_december_2022
https://www.planadviserdigital.com/planadviser/september_october_2022
https://www.planadviserdigital.com/planadviser/july_august_2022
https://www.planadviserdigital.com/planadviser/may_june_2022
https://www.planadviserdigital.com/planadviser/industry_leader_awards_2022
https://www.planadviserdigital.com/planadviser/march_april_2022
https://www.planadviserdigital.com/planadviser/january_february_2022
https://www.planadviserdigital.com/planadviser/november_december_2021
https://www.planadviserdigital.com/planadviser/september_october_2021
https://www.planadviserdigital.com/planadviser/july_august_2021
https://www.planadviserdigital.com/planadviser/may_june_2021
https://www.planadviserdigital.com/planadviser/march_april_2021
https://www.planadviserdigital.com/planadviser/january_february_2021
https://www.planadviserdigital.com/planadviser/november_december_2020
https://www.planadviserdigital.com/planadviser/september_october_2020
https://www.planadviserdigital.com/planadviser/july_august_2020
https://www.planadviserdigital.com/planadviser/may_june_2020
https://www.planadviserdigital.com/planadviser/march_april_2020
https://www.planadviserdigital.com/planadviser/january_february_2020
https://www.planadviserdigital.com/planadviser/november_december_2019
https://www.planadviserdigital.com/planadviser/september_october_2019
https://www.planadviserdigital.com/planadviser/july_august_2019
https://www.planadviserdigital.com/planadviser/may_june_2019
https://www.planadviserdigital.com/planadviser/march_april_2019
https://www.planadviserdigital.com/planadviser/january_february_2019
https://www.planadviserdigital.com/planadviser/november_december_2018
https://www.planadviserdigital.com/planadviser/september_october_2018
https://www.planadviserdigital.com/planadviser/july_august_2018
https://www.planadviserdigital.com/planadviser/may_june_2018
https://www.planadviserdigital.com/planadviser/march_april_2018
https://www.planadviserdigital.com/planadviser/january_february_2018
https://www.planadviserdigital.com/planadviser/november_december_2017
https://www.planadviserdigital.com/planadviser/september_october_2017
https://www.planadviserdigital.com/planadviser/july_august_2017
https://www.nxtbookmedia.com