• The Atlantic Group

    Morgan Stanley Boca Raton, FloridaTeams With $1.5B or More in AUA: $2.3B to $3B
  • The Banas/Yu Investment Group

    UBS Financial ServicesChicago, IllinoisTeams and Individuals With 20% or More in: Defined Benefit Plans
  • The Brice Group

    Merrill LynchBloomfield Hills, Michigan Teams and Individuals With 20% or More in: Defined Benefit PlansTeams With $1.5B or More in AUA: $1.5B to $2.2B
  • The Catanella Institutional Consulting Group

    View Full Profile UBS Financial ServicesPhiladelphia, PennsylvaniaTeams and Individuals With 20% or More in: Nonqualified Plans
  • The Dubie Group

    Morgan StanleySouth Burlington, VermontTeams and Individuals With 20% or More in: Defined Benefit Plans
  • The FDG Group

    UBS Financial ServicesStamford, Connecticut & New York City, New YorkMultioffice Team With $2.5B or More in AUA: $2.5B to $5.5BTeams and Individuals With 20% or More in: 403(b) Plans
  • The Gsell Group

    Merrill Lynch Edison, New JerseyTeams With $750 Million or More in AUA: More than $5B
  • The J & R Group

    Merrill Lynch Chicago, IllinoisTeams With 125 or More Plans: More than 250 Plans
  • The Kelliher Corbett Group

    View Full Profile Morgan Stanley Norwell, MassachusettsTeams With $1.5B or More in AUA: $1.5B to $2.2B
  • The Myers Wolfe Myers Group of Morgan Stanley

    Morgan StanleyJenkintown, PennsylvaniaTeams and Individuals With 20% or More in: 403(b) Plans
  • The Schwamb / O'Day Group

    View Full Profile Merrill LynchGarden City, New YorkTeams With 125 or More Plans: 176 to 200 Plans
  • The Willhite Institutional Consulting Group

    View Full Profile UBS Financial ServicesThe Woodlands, TexasTeams and Individuals With 20% or More in: Defined Benefit Plans
  • Thom Shumosic

    MidAtlantic Retirement Planning SpecialistsWilmington, DelawareIndividuals With 65 or More Plans: 81 to 110 Plans
  • Tony Madera

    View Full Profile Gallagher Retirement ServicesClarks Summit, PennsylvaniaIndividuals with $500 Million or More in AUA: $701MM to $1.2BIndividuals With 65 or More Plans: 65 to 80 PlansTeams and Individuals With 20% or More in: 403(b) Plans
  • Trent Bryson

    Bryson FinancialLong Beach, CaliforniaIndividuals With 65 or More Plans: 81 to 110 Plans