2023 PLANADVISER Top Retirement Plan Advisers

Noteworthy retirement plan specialists, based on number of plans and total assets under advisement.

The 2023 PLANADVISER Top Retirement Plan Advisers listing is below!

PLANADVISER is pleased to reveal the 2023 PLANADVISER Top Retirement Plan Advisers.

This prestigious designation recognizes the top retirement plan advisers in the industry based on quantitative measures. To be listed, advisers had to have a minimum requirement of 50 plan clients or retirement plan assets under advisement of $400 million or more.

In our second year of this iteration, the 2023 Top Retirement Plan Advisers list contains 207 advisers who stand out for their service of all types of retirement plans.

After meeting the minimum plan or asset count, advisers are highlighted if they have what was designated as a special focus in any particular plan type. This means, 150 or more 401(k) plan clients, or 10 or more 403(b), 457, nonqualified, DB, cash balance, SEP, SIMPLE or MEP/PEP plan clients.

Also called out this year are those of the 207 advisers who are female or who are younger than 40.

We hope you enjoy browsing the list and the impressive group of advisers contained therein. The list can be sorted by category and recognition type. Look for colleagues, look for competitors, and if you didn’t make it this year, we hope you can keep building your practice to join in 2024.

See the List