PLANADVISER - September/October 2021 - 26

awards / top 100 retirement plan advisers
Wintrust Retirement Benefits
Advisors
Chicago, Illinois
Large Teams With
$5 Billion or More in
Retirement Plan Assets
Under Advisement
Advanced Capital Group
Minneapolis, Minnesota
Alliant Retirement Services, LLC
Newport, California
Benefit Financial Services Group
Irvine, California
Bukaty Companies Financial
Services, a OneDigital Company
Overland Park, Kansas
Cafaro Greenleaf, a OneDigital
Company
Red Bank, New Jersey
Cook Street Consulting, Inc.
Greenwood Village, Colorado
Fiduciary Plan Advisors
Baltimore, Maryland
Flagship Financial Partners,
UBS
Stamford, Connecticut
Graystone Consulting, Morgan
Stanley
Cleveland, Ohio / Pittsburgh, Pennsylvania
HANYS Benefit Services
Rensselaer, New York
Lockton Retirement Northeast
Hartford, Connecticut / Philadelphia,
Pennsylvania / Washington, D.C.
Multnomah Group
Portland, Oregon
Newport Capital Group
Red Bank, New Jersey
Parks Group, The - Graystone
Consulting, Morgan Stanley
Bloomfield Hills, Michigan / Honolulu,
Hawaii / Milwaukee, Wisconsin
Qualified Plan Advisors
Houston, Texas
Large Teams With
More Than 200
Retirement Plans
Under Advisement
Alliant Retirement Services, LLC
Newport, California
Bukaty Companies Financial
Services, a OneDigital Company
Overland Park, Kansas
Cafaro Greenleaf,
A OneDigital Company
Red Bank, New Jersey
Channel Financial
Golden Valley, Minnesota
Cook Street Consulting, Inc.
Greenwood Village, Colorado
Enterprise Retirement Solutions,
LPL Financial
Houston, Texas
Everhart Advisors
Dublin, Ohio
Flagship Financial Partners, UBS
Stamford, Connecticut
IMA Wealth, Inc.
Wichita, Kansas
Sequoia Consulting Group
San Mateo, California
WDP San Antonio Office,
Pensionmark Financial Group
Garden Ridge, Texas
Mega Teams With
$12 Billion or More in
Retirement Plan Assets
Under Advisement
Cerity Partners Retirement
Plan Advisory Team
Chicago, Illinois
Fiducient Advisors
Windsor, Connecticut
Innovest Portfolio Solutions, LLC
Denver, Colorado
Mega Teams With
More Than 350
Retirement Plans
Under Advisement
Fiducient Advisors
Windsor, Connecticut
Moneta
Clayton, Missouri
PNC Institutional Asset
Management
Pittsburgh, Pennsylvania
Retirement Benefits Group
San Diego, California
Strategic Retirement Partners
Shorewood, Illinois
USI Advisors
Glastonbury, Connecticut
Portfolio Evaluations, Inc.
Warren, New Jersey
Retirement Benefits Group
San Diego, California
USI Advisors
Glastonbury, Connecticut
Visit planadviser.com
to search and sort the
2021 PLANADVISER
Top 100 Retirement
Plan Advisers by
location, asset size
and other variables.
NOTE: For any advisers who missed the
2021 Retirement Plan Adviser Survey,
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their respective surveys or nomination
forms. The 2021 Retirement Plan Adviser
Survey will be in the field this fall.
26 | planadviser.com September-October 2021
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PLANADVISER - September/October 2021

Table of Contents for the Digital Edition of PLANADVISER - September/October 2021

Masterminds of the Plan
"PLANADVISER’s 2021 Top 100 Retirement Plan Advisers"
How to Optimize Connections
Defining Roles
Building Strategic Partnerships
Different Strokes
Cybersecurity Considerations
Provider Recommendations
PLANADVISER - September/October 2021 - Cover1
PLANADVISER - September/October 2021 - Cover2
PLANADVISER - September/October 2021 - 1
PLANADVISER - September/October 2021 - 2
PLANADVISER - September/October 2021 - 3
PLANADVISER - September/October 2021 - 4
PLANADVISER - September/October 2021 - 5
PLANADVISER - September/October 2021 - 6
PLANADVISER - September/October 2021 - 7
PLANADVISER - September/October 2021 - 8
PLANADVISER - September/October 2021 - 9
PLANADVISER - September/October 2021 - 10
PLANADVISER - September/October 2021 - 11
PLANADVISER - September/October 2021 - 12
PLANADVISER - September/October 2021 - 13
PLANADVISER - September/October 2021 - 14
PLANADVISER - September/October 2021 - 15
PLANADVISER - September/October 2021 - 16
PLANADVISER - September/October 2021 - 17
PLANADVISER - September/October 2021 - Masterminds of the Plan
PLANADVISER - September/October 2021 - 19
PLANADVISER - September/October 2021 - 20
PLANADVISER - September/October 2021 - 21
PLANADVISER - September/October 2021 - "PLANADVISER’s 2021 Top 100 Retirement Plan Advisers"
PLANADVISER - September/October 2021 - 23
PLANADVISER - September/October 2021 - 24
PLANADVISER - September/October 2021 - 25
PLANADVISER - September/October 2021 - 26
PLANADVISER - September/October 2021 - 27
PLANADVISER - September/October 2021 - How to Optimize Connections
PLANADVISER - September/October 2021 - 29
PLANADVISER - September/October 2021 - 30
PLANADVISER - September/October 2021 - 31
PLANADVISER - September/October 2021 - Defining Roles
PLANADVISER - September/October 2021 - 33
PLANADVISER - September/October 2021 - Building Strategic Partnerships
PLANADVISER - September/October 2021 - 35
PLANADVISER - September/October 2021 - Different Strokes
PLANADVISER - September/October 2021 - 37
PLANADVISER - September/October 2021 - Cybersecurity Considerations
PLANADVISER - September/October 2021 - Provider Recommendations
PLANADVISER - September/October 2021 - 40
PLANADVISER - September/October 2021 - Cover3
PLANADVISER - September/October 2021 - Cover4
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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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