Small Team

Our judges look for advisers that represent the best service to plan sponsors and their participants. This year, to be eligible to be a finalist, advisers had to meet the following minimum criteria: having a majority of business revenue derived from employer-sponsored retirement plans, serving as a fiduciary, being committed to fee-based compensation and using outcome-based metrics of plan success with clients.

Graystone Consulting | Cincinnati, Morgan Stanley Wealth Management
Greenspring Advisors
LHD Retirement
MHK Retirement Partners
UBS Retirement Plan Consulting
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