PLANADVISER - January/February 2019 - 31

Gavion LLC
Memphis, Tennessee
More Than 325 Plans
Multnomah Group, Inc.
Portland, Oregon
Large Teams
With More Than
200 Retirement Plans
Under Advisement
200 to 225 Plans
401k Advisors Intermountain
Sandy, Utah
Amegy Bank/Zions
Bancorporation Enterprise
Retirement Solutions
Houston, Texas
Centurion Group
Plymouth Meeting, Pennsylvania
intellicents
Albert Lea, Minnesota
MRP
Denver, Colorado
Multnomah Group, Inc.
Portland, Oregon
226 to 275 Plans
The J&R Group, Merrill Lynch
Chicago, Illinois
Mesirow Financial
Chicago, Illinois
Moneta Retirement Plan Consulting
Clayton, Missouri
The PFE Group
Southborough, Massachusetts
276 to 325 Plans
Everhart Advisors
Dublin, Ohio
Oswald Financial, Inc.
Cleveland, Ohio
Sequoia 401(k) Advisory Team,
Sequoia Consulting
San Mateo, California
Alliant Retirement Consulting
Alpharetta, Georgia
LeafHouse Financial
Austin, Texas
Sentinel Pension Advisors
Wakefield, Massachusetts
Mega Teams
With $12 Billion
Or More in Retirement
Plan Assets Under
Advisement
$12 Billion to $18 Billion
CBIZ Retirement Plan
Services/CBIZ Investment
Advisory Services
Cleveland, Ohio
Marsh & McLennan Agency
Retirement Services
San Diego, California
Sheridan Road Financial
Northbrook, Illinois
More Than $18 Billion to $45 Billion
Innovest Portfolio Solutions
Denver, Colorado
Pensionmark Financial Group
Santa Barbara, California
The Retirement Consulting
Practice, Arthur J. Gallagher & Co.
Rolling Meadows, Illinois
USI Advisors
Glastonbury, Connecticut
More Than $45 Billion to $75 Billion
Fiduciary Investment Advisors
Windsor, Connecticut
Lockton Retirement Services
Kansas City, Missouri
Portfolio Evaluations, Inc.
Warren, New Jersey
Lockton Retirement Services
Kansas City, Missouri
Pensionmark Financial Group
Santa Barbara, California
The Retirement Consulting
Practice, Arthur J. Gallagher & Co.
Rolling Meadows, Illinois
More Than $75 Billion
Cammack Retirement Group
Wellesley, Massachusetts
CAPTRUST
Raleigh, North Carolina
SageView Advisory Group
Irvine, California
Mega Teams
With 300 or More
Retirement Plans
Under Advisement
300 to 700 Plans
Bukaty Companies
Financial Services
Overland Park, Kansas
Fiduciary Investment Advisors
Windsor, Connecticut
Marsh & McLennan Agency
Retirement Services
San Diego, California
Qualified Plan Advisors
Overland Park, Kansas
Retirement Benefits Group
San Diego, California
701 to 1,200 Plans
SageView Advisory Group
Irvine, California
USI Advisors
Glastonbury, Connecticut
More Than 1,200 Plans
CAPTRUST
Raleigh, North Carolina
planadviser.com January-February 2019 | 29

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PLANADVISER - January/February 2019

Table of Contents for the Digital Edition of PLANADVISER - January/February 2019

PLANADVISER - January/February 2019 - Cover1
PLANADVISER - January/February 2019 - Cover2
PLANADVISER - January/February 2019 - 1
PLANADVISER - January/February 2019 - 2
PLANADVISER - January/February 2019 - 3
PLANADVISER - January/February 2019 - 4
PLANADVISER - January/February 2019 - 5
PLANADVISER - January/February 2019 - 6
PLANADVISER - January/February 2019 - 7
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PLANADVISER - January/February 2019 - 49
PLANADVISER - January/February 2019 - 50
PLANADVISER - January/February 2019 - Cover3
PLANADVISER - January/February 2019 - Cover4
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
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