PLANADVISER - January/February 2019 - 30

ProCourse Fiduciary Advisors
Carmel, Indiana
136 to 150 Plans
White Oak Advisors, LLC
Indianapolis, Indiana
More Than $3.75 Billion to $5 Billion
The Catanella Institutional
Consulting Team, UBS Financial
Services Inc.
Philadelphia, Pennsylvania
Graystone Consulting - Boston
North Shore, Morgan Stanley
Middleton, Massachusetts
The Messner Group - Graystone
Consulting, Morgan Stanley
Birmingham, Michigan
R. Applegate & Associates, LLC
Pittsburgh, Pennsylvania
More Than $5 Billion
Graystone Consulting -
Wyomissing, Morgan Stanley
Wyomissing, Pennsylvania
PlanPilot
Chicago, Illinois
Retirement Plan Analytics
Charlotte, North Carolina
Strategic Retirement Group
White Plains, New York
Small Teams With
115 or More Retirement
Plans Under Advisement
115 to 135 Plans
The Beacon Group, Morgan Stanley
Blue Bell, Pennsylvania
Fiduciary Wealth Management
Alexandria, Virginia
Newton One Advisors
Newark, Delaware
PlanPilot
Chicago, Illinois
Large Teams With
At Least $3.5 Billion in
Retirement Plan Assets
Under Advisement
$3.5 Billion to $4.5 Billion
Amegy Bank/Zions Bancorporation
Enterprise Retirement Solutions
Houston, Texas
The Atlantic Group - Graystone
Consulting, Morgan Stanley
Boca Raton, Florida
Fiduciary Plan Advisors,
HighTower RIA
Owings Mills, Maryland
Graystone Consulting -
Metropolitan Washington, D.C.,
Morgan Stanley
Potomac, Maryland
Hilb Group Retirement Services
Warwick, Rhode Island
Shepherd Financial
Carmel, Indiana
Siegel, Martin & Associates,
Merrill Lynch
Washington, D.C.
151 to 200 Plans
Achieve Retirement
Denver, Colorado
CCR Wealth Management, LLC
Westborough, Massachusetts
Kidder Advisers, LLC
West Des Moines, Iowa
More Than 200 Plans
Incisive Financial Group
Fairfax, Virginia
Raffa Retirement Services
Rockville, Maryland
Retirement Plan Analytics
Charlotte, North Carolina
Pension Consultants, Inc.
Springfield, Missouri
The Robertson Group - Graystone
Consulting, Morgan Stanley
Columbus, Ohio
Strategic Benefit Services
Rensselaer, New York
More Than $4.5 Billion to $8 Billion
LeafHouse Financial
Austin, Texas
Mesirow Financial
Chicago, Illinois
MRP
Denver, Colorado
The Parks Group - Graystone
Consulting, Morgan Stanley
Milwaukee, Wisconsin
PearlStreet Investment
Management, Stifel
Grand Rapids, Michigan
Sentinel Pension Advisors
Wakefield, Massachusetts
More Than $8 Billion to $13 Billion
Alliant Retirement Consulting
Alpharetta, Georgia
Capital Strategies Investment Group
Oakbrook Terrace, Illinois
The Detterick Group - Graystone
Consulting, Morgan Stanley
New York, New York
Francis Investment Counsel
Brookfield, Wisconsin
Newport Capital Group
Red Bank, New Jersey
The PFE Group
Southborough, Massachusetts
More Than $13 Billion
Advanced Capital Group
Minneapolis, Minnesota
Centurion Group
Plymouth Meeting, Pennsylvania
28 | planadviser.com January-February 2019
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PLANADVISER - January/February 2019

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