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.

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

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