2022 PLANADVISER Top Retirement Plan Advisers

PLANADVISER is pleased to reveal the revamped PLANADVISER Top Retirement Plan Advisers listing, the next iteration of our longstanding Top 100 program.

For many years, this designation had been awarded to the top 100 retirement plan advisers and teams based on quantitative measures such as the most plans and assets under advisement. This year, we made a significant change, limiting how large a team we’d consider—eliminating national-type firms that traditionally had met the eligibility for a Mega Team.

This year, there are no longer team recognitions on this list. We instead limited entries to individual advisers. Team members were asked to supply their entry statistics as a fraction of their team’s figures. For example, an adviser on a five-adviser team that collectively advises on $1 billion might claim $200 million in AUA.

This will, of course, also mean that we cannot limit the list to just 100 advisers—when we included teams, the “Top 100” represented more than 340 advisers. After we crunched the numbers, the 2022 Top Retirement Plan Advisers list came in at more than 150 advisers who stand out for their service of all types of retirement plan clients. We hope you enjoy browsing the list and the impressive group of advisers contained therein.

Not seeing some of the expected names on our 2021 list? They might have been designated as a “Game Changer,” which you can read about here.