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In Practice January 29, 2015
2015 PLANADVISER Top 100: Individuals
The PLANADVISER Top 100 Advisers is an annual listing of the retirement plan advisers and adviser teams that stand out in the industry in terms of a series of quantitative measures. Here are those named to the 2015 PLANADVISER Top 100 Adviser list in the Individual segment.
Reported by PLANADVISER staff
Individuals With $750M or More in AUA
$750M to $1B in AUA
Jason Chepenik
Winter Park, Florida
James A. Czerniak
Chicago, Illinois
Joseph F. DeNoyior
McLean, Virgina
L. Rita Fiumara
Chicago, Illinois
Jordan M Gelb
Northbrook, Illinois
Michele Lantz
Lancaster, California
Dan Peluse
Chicago, Illinois
Steven Puckett
Cranford, New Jersey
James L. Worrell
Providence, Rhode Island
$1B to $2.5B
Corby Dall
Sandy, Utah
Steven Glasgow
Nashville, Tennessee
Andy Harbour
Atlanta, Georgia
Robert A. Kieckhefer
Brookfield, Wisconsin
Ellen Lander
Jamison, Pennsylvania
James McQuillan
Brooklyn Park, Minnesota
Scott Wertheim
Doylestown, Pennsylvania
More than $2.5B
John A Cunningham
New York, New York
John B. Mott
Houston, Texas
Philip Steele
Malibu, California
Andrew Prevost
Bethesda, Maryland
Individuals With 105 or More Plans Under Advisement
105-125 Plans
Sean Deviney
Fort Lauderdale, Florida
Emmett Dupas
Metairie, Louisiana
Curtis S Farrell
Mission Viejo, California
Jim Sampson
Warwick, Rhode Island
126-150 Plans
Beau Beaullieu
Lafayette, Louisiana
Stephen Cunha
Wakefield, Massachusetts
Corby Dall
Sandy, Utah
Joseph F. DeNoyior
McLean, Virgina
Dan Peluse
Chicago, Illinois
More than 150 Plans
John A. Cunningham
New York, New York
Andrew Prevost
Bethesda, Maryland
James M. Sullivan
Essex, Connecticut
Individuals with 30% or More from Specialty Areas
30% or More From 403(b) Plans
Joseph Derickson
Dunwoody, Georgia
David Kocsis
Pepper Pike, Ohio
Steven Puckett
Cranford, New Jersey
Joseph M. Syron
Mclean, Virginia
Richard J. Weisberg
Naples, Florida
30% or More From Nonqualified Plans
Stephen K. Davis
Huntington, New York