Provider analytics
Canonical providers.
One row per canonical provider after the alias map collapses raw Schedule C filings (e.g. EMPOWER RETIREMENT, LLC + GREAT-WEST LIFE + PUTNAM INVESTMENTS -> Empower). Click a row for the full analytics panel.
1-25 of 18,958
| Provider | Type | Plans served | AUA | |
|---|---|---|---|---|
| Fidelity Investments | recordkeeper | 12,249 | $3.82T | |
| Empower | recordkeeper | 10,644 | $1.44T | |
| Principal | recordkeeper | 7,039 | $711.4B | |
| ADP | recordkeeper | 4,162 | $185.3B | |
| Strategic Advisers | advisor | 3,639 | $1.52T | |
| John Hancock | recordkeeper | 3,155 | $311.2B | |
| Vanguard | recordkeeper | 3,058 | $907.8B | |
| Charles Schwab | recordkeeper | 2,970 | $932.9B | |
| Ascensus | recordkeeper | 2,883 | $306.7B | |
| Transamerica | recordkeeper | 2,434 | $200.2B | |
| Merrill | recordkeeper | 2,363 | $327.9B | |
| Morgan Stanley | recordkeeper | 2,239 | $418.0B | |
| Voya | recordkeeper | 2,075 | $488.9B | |
| Global Retirement Partners LLC | advisor | 1,995 | $87.6B | |
| Morningstar Investment Management | advisor | 1,875 | $381.4B | |
| Wilshire Associates | advisor | 1,758 | $89.8B | |
| TIAA | recordkeeper | 1,631 | $559.4B | |
| LPL Financial | broker | 1,437 | $97.8B | |
| StanCorp Financial Group | recordkeeper | 1,330 | $42.1B | |
| UBS Financial Services | broker | 1,186 | $143.5B | |
| Creative Planning | advisor | 1,078 | $300.8B | |
| Capital Group | recordkeeper | 1,073 | $38.6B | |
| T. Rowe Price | recordkeeper | 1,056 | $800.0B | |
| WTW | advisor | 1,052 | $1.38T | |
| Mercer | advisor | 1,043 | $1.18T |