ARLINGTON, VA. – The National Association of Plan Advisors (NAPA) is pleased to announce NAPA’s 2016 Top Retirement Plan Advisors Under 40.
Established in 2014, the list is drawn from nominations provided by NAPA Firm Partners, vetted by a blue ribbon committee of senior advisor industry experts based on a combination of quantitative and qualitative data, and voted on by thousands in the retirement plan industry. These “Young Guns” are widely seen as the future leaders of the retirement plan advisor industry.
The 2016 Top Retirement Plan Advisors Under 40 are:
Firm Name/Firm Partner Name | ||
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AFS 401(k) Retirement Services/Commonwealth Financial Network | |
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401(k) Plan Professionals/Independent Financial Partners & LPL Financial | |
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SageView Advisory Group/SageView Advisory Group & Cetera Financial Group | |
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Bank of America Merrill Lynch/Bank of America Merrill Lynch | |
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Morgan Stanley/Morgan Stanley | |
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Northwestern Mutual/NA | |
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Bank of America Merrill Lynch/Bank of America Merrill Lynch | |
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UBS Institutional Consulting Group/UBS Financial Services | |
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Retirement Benefits Group/Independent Financial Partners & LPL Financial | |
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Compass Financial Partners/Compass Financial Partners & LPL Financial | |
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401(k) Advisors Intermountain/Independent Financial Partners & LPL Financial | |
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Mercer DC Advisors/NA | |
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Graystone Consulting/Morgan Stanley | |
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Compensation Systems/MassMutual Retirement Services | |
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Wells Fargo Advisors/Wells Fargo Advisors | |
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The FDG Group/UBS Financial Services | |
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Fiduciary Investment Advisors, LLC/NA | |
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Atlanta Retirement Partners/LPL Financial | |
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Global Retirement Partners/Global Retirement Partners & LPL Financial | |
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Wells Fargo Advisors/Wells Fargo Advisors | |
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A.P. Lubrano & Company, Inc./AXA Equitable Financial Services | |
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Compass Financial Partners/LPL Financial | |
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Chase Dominion Advisors/LPL Financial | |
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Global Retirement Partners/Global Retirement Partners & LPL Financial | |
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Sheridan Road Financial/Independent Financial Partners & LPL Financial | |
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Mayflower Advisors/Wells Fargo Advisors | |
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PearlStreet Investment Management/NA | |
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CapTrust Advisors, LLC/Wells Fargo Advisors | |
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Oppenheimer & Co./NA | |
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Morgan Stanley/Morgan Stanley | |
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Shepherd Financial, LLC/NA | |
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UBS Financial Services/UBS Financial Services | |
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Retirement Plan Advisors/Cambridge Investment Research, Inc. | |
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Fidelis Fiduciary Management/Independent Financial Partners & LPL Financial | |
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Retirement Benefits Group/Independent Financial Partners & LPL Financial | |
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Sheridan Road Financial, LLC/Independent Financial Partners & LPL Financial | |
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Wintrust Wealth Management/NA | |
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ProCourse Fiduciary Advisors, LLC/NA | |
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Wells Fargo Advisors/Wells Fargo Advisors | |
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The Noble Group/Raymond James | |
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InTrust Fiduciary Group/InTrust Fiduciary Group | |
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Bank of America Merrill Lynch/Bank of America Merrill Lynch | |
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Paradigm Group Retirement Services/LPL Financial | |
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SageView Advisory Group/SageView Advisory Group & Cetera Financial Group | |
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Summit Group of Virginia LLP/NA | |
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Oswald Financial/Global Retirement Partners & LPL Financial | |
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Lakeside Wealth Management/NA | |
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SageView Advisory Group/SageView Advisory Group & Cetera Financial Group | |
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CAPTRUST Financial Advisors/CAPTRUST Financial Advisors | |
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Morgan Stanley/Morgan Stanley |
“In a vibrant and growing industry, this ’next generation’ of retirement plan advisors has already made significant contributions”, observes Nevin Adams, NAPA’s Chief of Marketing & Communications, and editor-in-chief of NAPA-Net. “We are pleased to be able to acknowledge their contributions, as well as the firms that support their efforts.”
The Top 50 Retirement Plan Advisors Under 40 will be featured in the Spring issue of NAPA Net the magazine, and honored at the 2016 NAPA 401(k) Summit in Nashville, Tenn., April 17-19.
About NAPA:
The National Association of Plan Advisors was created by and for retirement plan advisors. Membership is also open to other retirement industry professionals who support the interests of plan advisors. NAPA is the only advocacy group exclusively focused on the issues that matter to retirement plan advisors, and is part of the American Retirement Association. The American Retirement Association, based in the Washington, D.C. area, is a non-profit professional organization established to empower retirement plan professionals who are dedicated to building a better retirement for Americans.More information about NAPA is available at napa-net.org. Additional information about the NAPA 401(k) Summit is available at www.napasummit.org.
Media Contact: Don Jackson, (703) 516-9300 Ext. 169, [email protected]