PlanOptica
Pricing
Sign inSign up free
  1. Providers/
  2. Retirement providers
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.

26-50 of 13,147
ProviderTypeAUAPlans servedRank (plans / AUA)Aliases
MERCER$1339.08B1,498#26 / #10224
MASSACHUSETTS MUTUAL LIFE INS. CO.$182.78B1,482#27 / #84610
LINCOLN NATIONAL CORPORATION$101.17B1,408#28 / #150161
AMERICAN UNITED LIFE INSURANCE CO$47.85B1,381#29 / #354121
NEWPORT GROUP, INC.$254.00B1,334#30 / #63135
KESTRA INVESTMENT SERVICES LLC$45.15B1,322#31 / #366159
THE BANK OF NEW YORK MELLON$1645.70B1,296#32 / #3398
RAYMOND JAMES FINANCIAL SERVICES$82.29B1,279#33 / #190299
NATIONWIDE$35.42B1,254#34 / #41993
EPIC RETIREMENT PLAN SERVICES$57.39B1,244#35 / #266520
CREATIVE PLANNING LLC$333.52B1,195#36 / #4571
ONEDIGITAL INVESTMENT ADVISORS LLC$85.83B1,176#37 / #178156
AON CONSULTING$1113.94B1,118#38 / #13244
MMA SECURITIES LLC$137.74B1,106#39 / #114174
NATIONAL FINANCIAL SERVICES$141.20B1,104#40 / #10813
MUTUAL OF AMERICA INVESTMENT CORP$14.43B1,052#41 / #94439
USI CONSULTING GROUP$90.21B963#42 / #16990
NORTHERN TRUST COMPANY$1168.46B946#43 / #1285
CBIZ RETIREMENT PLAN SERVICES$218.36B943#44 / #76306
NFP RETIREMENT INC$93.81B907#45 / #163192
PRUDENTIAL RETIREMENT INSURANCE AND$697.32B897#46 / #22378
THE SEGAL COMPANY$1029.68B892#47 / #14277
GALLAGHER FIDUCIARY ADVISORS, LLC$170.04B889#48 / #87184
PAYCHEX, INC.$16.53B873#49 / #83430
SAGEVIEW ADVISORY GROUP, LLC$142.24B863#50 / #10778
Page 2 of 526
Prev13526Next
PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica