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