Retirement providers
Recordkeepers, advisors, and TPAs.
Every firm working on US retirement plans, ranked by plans served and assets under administration. We've merged name variations so each firm shows up once - EMPOWER RETIREMENT, GREAT-WEST, and PUTNAM all fold into a single Empower record. Click any provider for their full book of business.
1-25 of 13,291
| Provider | Type | AUA | |
|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | $4243.36B | ||
| GREAT-WEST LIFE & ANNUITY INSURANCE | $1941.96B | ||
| PRINCIPAL LIFE INSURANCE COMPANY | $748.80B | ||
| ADP BROKER-DEALER | $266.01B | ||
| JOHN HANCOCK LIFE INSURANCE COMPANY | $311.19B | ||
| STRATEGIC ADVISORS, INC. | $1708.56B | ||
| THE VANGUARD GROUP, INC. | $1567.82B | ||
| CHARLES SCHWAB & CO., INC. | $1650.45B | ||
| TRANSAMERICA RETIREMENT SOLUTIONS | $235.12B | ||
| MORGAN STANLEY SMITH BARNEY | $1007.12B | ||
| MERRILL LYNCH PIERCE FENNER & SMITH | $400.67B | ||
| ASCENSUS LLC | $83.41B | ||
| VOYA RETIREMENT INSURANCE & ANNUITY | $563.98B | ||
| WILSHIRE ASSOCIATES INCORPORATED | $102.53B | ||
| MORNINGSTAR | $421.43B | ||
| GLOBAL RETIREMENT PARTNERS LLC | $98.18B | ||
| AMERICAN FUNDS | $394.64B | ||
| LPL FINANCIAL | $109.79B | ||
| WELLS FARGO BANK, N.A. | $292.01B | ||
| TIAA | $435.19B | ||
| UBS FINANCIAL SERVICES INC | $277.71B | ||
| CAPFINANCIAL PARTNERS LLC | $493.10B | ||
| STANCORP FINANCIAL GROUP | $37.17B | ||
| WILLIS TOWERS WATSON US LLC | $1561.50B | ||
| T ROWE PRICE RPS INC | $847.28B |