Each year, the “PLANADVISER Top 100 Retirement Plan Advisers” list is compiled from responses to the most recent PLANADVISER Retirement Plan Adviser Survey.
The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. For an adviser to be eligible for recognition in this year’s Top 100, he had to submit a completed entry to our 2018 Retirement Plan Adviser Survey, which was fielded this past September. A sub-segment of the questions was used to determine eligibility for the 2019 Top 100.
Visit our awards page for the full listing and additional information about our methodology.