• SageView Advisory Group

    Headquartered in Irvine, California (14 office locations)Multioffice Team With $1.25B or More in AUA: More than $10BMultioffice Team With 125 or More Plans: More than 300 PlansTeams and Individuals With 20% or More in: 403(b) Plans
  • Sandra Cunningham

    UBS Financial ServicesWashington, District of ColumbiaIndividuals with $500 Million or More in AUA: $500MM to $700MM
  • Sean Deviney

    View Full Profile Provenance Wealth Advisors LLCFort Lauderdale, FloridaIndividuals With 65 or More Plans: 81 to 110 Plans
  • Sequoia Retirement Plan Services

    View Full Profile San Mateo, CaliforniaTeams With 125 or More Plans: 201 to 250 Plans
  • Siegel, Martin & Associates

    Merrill LynchWashington, District of ColumbiaTeams With 125 or More Plans: 201 to 250 Plans
  • SilverStone Group

    View Full Profile Omaha, NebraskaTeams and Individuals With 20% or More in: 403(b) Plans
  • Stace Hilbrant

    401k Advisors - ChicagoWilmette, IllinoisIndividuals with $500 Million or More in AUA: $1.21B to $2B
  • Stephen K. Davis

    View Full Profile Safe Harbor Asset ManagementHuntington, New YorkTeams and Individuals With 20% or More in: Defined Benefit Plans
  • Steven Dimitriou

    View Full Profile Mayflower Advisors LLCBoston, MassachusettsIndividuals With 65 or More Plans: More than 110 PlansIndividuals with $500 Million or More in AUA: $701MM to $1.2B
  • Steven Hocking

    UBS Financial ServicesIrvine, CAIndividuals With 65 or More Plans: 65 to 80 Plans
  • Steven W. Kaye

    View Full Profile AEPG Wealth StrategiesWarren, New JerseyIndividuals With 65 or More Plans: 65 to 80 Plans