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 13,184
ProviderTypeAUAPlans servedRank (plans / AUA)Aliases
MERCER$1268.98B1,495#26 / #11224
MASSACHUSETTS MUTUAL LIFE INS. CO.$189.21B1,475#27 / #84610
LINCOLN NATIONAL CORPORATION$101.56B1,404#28 / #149161
AMERICAN UNITED LIFE INSURANCE CO$47.88B1,372#29 / #353121
NEWPORT GROUP, INC.$256.34B1,324#30 / #64135
KESTRA INVESTMENT SERVICES LLC$45.93B1,319#31 / #360159
THE BANK OF NEW YORK MELLON$1640.42B1,292#32 / #4398
RAYMOND JAMES FINANCIAL SERVICES$82.86B1,276#33 / #190299
NATIONWIDE$20.59B1,251#34 / #65693
EPIC RETIREMENT PLAN SERVICES$58.15B1,249#35 / #263521
CREATIVE PLANNING LLC$330.43B1,204#36 / #4571
ONEDIGITAL INVESTMENT ADVISORS LLC$84.41B1,180#37 / #185156
AON CONSULTING$1138.08B1,123#38 / #13244
MMA SECURITIES LLC$140.38B1,109#39 / #114174
NATIONAL FINANCIAL SERVICES$141.61B1,101#40 / #11113
MUTUAL OF AMERICA INVESTMENT CORP$14.19B1,044#41 / #94939
USI CONSULTING GROUP$90.00B961#42 / #17090
NORTHERN TRUST COMPANY$1174.05B949#43 / #1285
CBIZ RETIREMENT PLAN SERVICES$220.74B936#44 / #75306
NFP RETIREMENT INC$93.52B898#45 / #164192
PRUDENTIAL RETIREMENT INSURANCE AND$701.61B897#46 / #22378
THE SEGAL COMPANY$1035.64B890#47 / #14278
GALLAGHER FIDUCIARY ADVISORS, LLC$173.89B889#48 / #87184
PAYCHEX, INC.$16.27B872#49 / #83930
SAGEVIEW ADVISORY GROUP, LLC$143.62B866#50 / #10879
Page 2 of 528
Prev13528Next
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