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.

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

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$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

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