Large Team

To qualify as a finalist, advisers were selected using a qualitative and quantitative methodology. Advisers that are selected as finalists must have a significant majority of business revenue derived from employer-sponsored retirement plans; serve as a fiduciary; have regular service delivery and client contact; and be committed to fee-based compensation.

The advisers who rise to the top in this awards program are evaluated based on their use of specific outcome-based metrics of plan success with clients, and recognized client progress toward those metrics. These finalists are also those embracing the trend of offering financial wellness and encouraging clients to use the best of automated plan designs, following trends the industry considers best practices currently, and implementing future best practices ahead of the curve.

Cafaro Greenleaf
WINNERChepenik Financial
Oswald Financial, Inc.
Plante Moran Financial Advisors
The Parks Group at Graystone Consulting, Morgan Stanley