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In Practice January 28, 2015
2015 PLANADVISER Top 100: 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 Team segment.
Reported by PLANADVISER staff
Teams With $2.25B or More in AUA
$2.25B to $4B
Alliance Benefit Group Financial Services, Corp.
Albert Lea, Minnesota
Ascende Wealth Advisers, Inc., Ascende, Inc.
Houston, Texas
Cantor Fitzgerald Wealth Partners
Pittsburgh, Pennsylvania
ClearPoint Financial
Bellevue, Washington
Compass Financial Partners
Greensboro, North Carolina
Graystone Consulting – Washington, D.C., Metropolitan Office, Morgan Stanley
Potomac, Maryland
Graystone Consulting – Cincinnati, Morgan Stanley
Cincinnati, Ohio
Graystone Consulting – Middleton, Morgan Stanley
Middleton, Massachusetts
Graystone Consulting – Tampa, Morgan Stanley
Tampa, Florida
Heuer Wenzel & Associates, Merrill Lynch
Houston, Texas
Moneta Institutional Consulting – Clayton, Moneta Group Investment Advisors, LLC
Clayton, Missouri
PearlStreet Investment Management of Oppenheimer & Co. Inc.
Grand Rapids, Michigan
Pension Consultants, Inc.
Springfield, Missouri
Precept Advisory Group
Irvine, California
StoneStreet Advisor Group LLC
Pearl River, New York
The Brice Group, Graystone Consulting, Morgan Stanley
Birmingham, Michigan
$4B to $7B
Alliant Retirement, Alliant Insurance Services Inc.
New York, New York
Francis Investment Counsel LLC
Brookfield, Wisconsin
Graystone Consulting – The Parks Group
Milwaukee, Wisconsin
The Gsell Group, Merrill Lynch
Edison, New Jersey
Wile Consulting Group at UBS Financial Services Inc.
Atlanta, Georgia
More than $7B
Advanced Capital Group
Minneapolis, Minnesota
Benefit Funding Services Group
Irvine, California
Capital Strategies Investment Group
Oakbrook Terrace, Illinois
Global Corporate and Institutional Advisory Services, Merrill Lynch
Atlanta, Georgia
Lockton Retirement Services – Dallas, Lockton Investment Advisors
Dallas, Texas
Newport Capital Group
Red Bank, New Jersey
Strategic Retirement Group, Inc.
White Plains, New York
The FDG Group, UBS Financial Services Inc.
Stamford, Connecticut
Westminster Consulting
Rochester, New York
Teams With 145 or More Plans Under Advisement
145 to 200 Plans
Associated Investor Services
Ft. Lauderdale, Florida
Channel Financial
Golden Valley, Minnesota
ClearPoint Financial
Bellevue, Washington
Everhart Advisors
Dublin, Ohio
Lockton Retirement Services – Dallas, Lockton Investment Advisors
Dallas, Texas
Moneta Institutional Consulting – Clayton, Moneta Group Investment Advisors, LLC
Clayton, Missouri
The Schwamb O’Day Group, Merrill Lynch
Garden City, New York
More than 200 Plans
Alliant Retirement, Alliant Insurance Services Inc.
New York, New York
Henderson Brothers Retirement Plan Services
Pittsburgh, Pennsylvania
The J&R Group, Merrill Lynch
Chicago, Illinois
Oswald Financial, Inc.
Cleveland, Ohio
Siegel, Martin & Associates, Merrill Lynch
Washington, D.C.
Teams with 30% or More in Specialty Areas
30% or More In Defined Benefit Plans
Graystone Consulting – Washington, D.C., Metropolitan Office, Morgan Stanley
Potomac, Maryland
Graystone Consulting – Tampa, Morgan Stanley
Tampa, Florida
The Banas-Yu Wealth Management Group, UBS Financial Services
Chicago, Illinois
The Bell Broseker Team, Morgan Stanley
Baltimore, Maryland
The Brice Group, Graystone Consulting, Morgan Stanley
Birmingham, Michigan
The Willhite Institutional Consulting Group of UBS
The Woodlands, Texas
Wile Consulting Group at UBS Financial Services Inc.
Atlanta, Georgia
30% or More In 403(b) Plans
Cantor Fitzgerald Wealth Partners
Pittsburgh, Pennsylvania
ERISA Fiduciary Advisors, Inc.
Stuart, Florida
Graystone Consulting – Middleton, Morgan Stanley
Middleton, Massachusetts
Heffernan Retirement Services
San Francisco, California
Henderson Brothers Retirement Plan Services
Pittsburgh, Pennsylvania
Millennium Advisory Services, Inc.
Glen Allen, Virginia
Oswald Financial, Inc.
Cleveland, Ohio
Phillips/McGinn, Retirement Resources
Peabody, Massachusetts
SilverStone Asset Management, SilverStone Group
Omaha, Nebraska
The Napolitano Group, Morgan Stanley
Paramus, New Jersey
Vander Weele | Stewart Group of Raymond James
Grand Rapids, Michigan
30% or More In Nonqualified Plans
Emerald Coast Wealth Advisors of Raymond James and Associates
Destin, Florida