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.

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

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  • 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

Franklin Templeton Adds to Institutional Team

Three key hires—Elizabeth Murphy, Mary Beth Glotzbach and Christina Manonian—in institutional sales, relationship management and consultant relations will strengthen Franklin Templeton’s foothold in the institutional marketplace.

Murphy, senior vice president of institutional sales, will manage key relationships with large institutional clients, primarily in the Northeast, including endowments, foundations, corporations and public funds. Her 18 years of experience in institutional sales include her most recent position as director at Blackrock for nine years, where she was primarily responsible for developing and broadening relationships with the firm’s largest clients and consultants. Prior to that, Murphy was a director at Deutsche Asset Management, tasked with improving and expanding the firm’s relationship with institutional clients. Murphy reports to Scott Lee, head of institutional, U.S., and is based in Stamford, Connecticut.

Also joining Lee’s team is Glotzbach as vice president of institutional defined contribution, investment only (DCIO). She will focus on developing and broadening products and solutions for institutional 401(k) plans. Glotzbach, who has more than 20 years of experience in the financial and defined contribution industry, most recently served as senior vice president of retirement solutions at Morningstar, where she implemented Morningstar’s retirement strategy across institutional software product groups, targeting solutions for advisers, consultants and asset managers. Glotzbach is a board member for the Defined Contribution Institutional Investment Association (DCIIA). She is based in San Mateo, California, and reports to Drew Carrington, senior vice president and head of institutional DCIO.

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Manonian, who has been with Franklin Templeton for 12 years, takes on the role of vice president, consultant relations. She most recently served as director of global consultants and financial institutions, where she was instrumental in strengthening the firm’s cross-border distribution across Asia and Australia. In her new role, she will manage strategic relationships with consultants across the West Coast. Manonian relocated from Melbourne to the firm’s headquarters in San Mateo, California. She reports to Dennis Rothe, senior vice president and head of the consultant and investment research group – North America.

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