Practice Management

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.

By PLANADVISER staff editors@assetinternational.com | January 28, 2015

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

  • 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

  • Cammack Retirement Group Headquartered in Wellesley, Massachusetts
  • Multnomah GroupHeadquartered in Portland, Oregon
  • White Oak AdvisorsHeadquartered in Indianapolis, Indiana