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
WINNER
Greenspring Advisors
LHD Retirement
MHK Retirement Partners
UBS Retirement Plan Consulting
E_WARNING Error in file footer.php at line 189: Invalid argument supplied for foreach()