In Practice January 28, 2015

2015 PLANADVISER Top 100: Multioffice Teams

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 Multioffice Team segment.

Reported by

PLANADVISER staff

Multioffice Teams With $10B or More in AUA

$10B to $15B

CBIZ Retirement Plan Services Headquartered in Cleveland, Ohio
Retirement Benefits Group, LLC Headquartered in San Diego, California
Sheridan Road Financial Headquartered in Northbrook, Illinois
Pensionmark Retirement Group Headquartered in Santa Barbara, California

$15B to $30B

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Arthur J. Gallagher East Region Retirement Plan Consulting Headquartered in Princeton, New Jersey
Mercer Defined Contribution Advisors Headquartered in New York, New York

More than $30B

Fiduciary Investment Advisors, LLCHeadquartered in Windsor, Connecticut
NFP Retirement Headquartered in Aliso Viejo, California
SageView Advisory Group Headquartered in Irvine, California

Multioffice Teams With 400 or More Plans Under Advisement

400 to 700 Plans

Arthur J. Gallagher East Region Retirement Plan Consulting Headquartered in Princeton, New Jersey
Retirement Benefits Group, LLCHeadquartered in San Diego, California
SageView Advisory GroupHeadquartered in Irvine, California
Sentinel Pension Advisors, Inc. Headquartered in Wakefield, Massachusetts

More than 700 Plans

CBIZ Retirement Plan Services Headquartered in Cleveland, Ohio
NFP Retirement Headquartered in Aliso Viejo, California
Pensionmark Retirement Group Headquartered in Santa Barbara, California

Multioffice Teams with 30% or More from Specialty Areas

30% or More From Defined Benefit Plans

BCG Terminal Funding Co. Headquartered in Braintree, Massachusetts
Cleveland/Pittsburgh Graystone Team Headquartered in Hudson, Ohio
PRT Advisory Group / Dietrich & Associates Headquartered in Plymouth Meeting, Pennsylvania

30% or More From 403(b) Plans