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.

51-75 of 13,184
ProviderTypeAUAPlans servedRank (plans / AUA)Aliases
MILLIMAN, INC.$232.99B860#51 / #7146
STATE STREET GLOBAL ADVISORS$1533.95B832#52 / #7234
JP MORGAN INVESTMENT MANAGEMENT INC$889.23B769#53 / #16759
MATRIX TRUST COMPANY$117.27B766#54 / #132117
JPMORGAN INVEST HOLDINGS LLC$552.32B761#55 / #29197
CLIFTONLARSONALLEN LLP$263.86B746#56 / #5999
BLACKROCK$1271.76B719#57 / #10260
COMMONWEALTH FINANCIAL NETWORK$54.11B688#58 / #30577
CETERA ADVISOR NETWORKS LLC$46.24B638#59 / #359130
AMERICAN REALTY ADVISORS$375.54B636#60 / #42395
CAMBRIDGE INVESTMENT RESEARCH$148.45B621#61 / #106106
ALERUS FINANCIAL, N.A.$14.49B608#62 / #93747
OSAIC WEALTH INC$22.16B604#63 / #62651
ALLIANCE PENSION CONSULTANTS, LLC$66.40B580#64 / #234189
PIMCO FUNDS$779.34B573#65 / #19145
PNC BANK, N.A.$118.82B566#66 / #126115
BAKER TILLY US, LLP$187.05B565#67 / #85118
EDWARD JONES$7.16B537#68 / #155691
NORTHWESTERN MUTUAL INVESTMENT SERV$16.43B533#69 / #834146
MESIROW FINANCIAL INVESTMENT MANAGE$68.66B518#70 / #223278
WITHUMSMITH+BROWN, PC$348.88B515#71 / #44513
RESOURCES INVESTMENT ADVISORS LLC$23.27B505#72 / #60255
RBC WEALTH MANAGEMENT$98.94B498#73 / #15756
US BANK$164.69B494#74 / #9193
FORVIS, LLP$141.22B467#75 / #11256
Page 3 of 528
Prev124528Next
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