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.

11,151-11,175 of 13,223

Provider	AUA	Plans served	Rank (plans / AUA)	Aliases
PEROTTI AND CARRADE	$66.6M	1	#6225 / #8269	2
PERRY N. BLACKMAN, CPA	$1.24B	1	#6225 / #3893	2
PERRY, BUNCH & JOHNSTON	$6.1M	1	#6225 / #11418	1
PERSONAL FINANCIAL PROFILES	$27.8M	1	#6225 / #9570	4
PETER E. SMITH	$5.7M	1	#6225 / #11459	1
PETER SHANNON AND CO	$24.9M	1	#6225 / #9736	4
PETER VAUPEL	$95.5M	1	#6225 / #7714	1
PETERS & CHANDLER, P.C.	$3.1M	1	#6225 / #11788	2
PETERSBURG MOTOR COMPANY INC T/A CA	$37.8M	1	#6225 / #9120	1
PETERSEN CPAS AND ADVISORS, PLLC	$27.9M	1	#6225 / #9567	6
PETERSON ACCOUNTING GROUP PC	$25.7M	1	#6225 / #9699	1
PETERSON TECHNOLOGY PARTNERS INC	$48.22B	1	#6225 / #341	1
PETERSON WEALTH SERVICES INC	$961.9M	1	#6225 / #4310	1
PEVAHOUSE, MATTHEW	$3.2M	1	#6225 / #11770	1
PF INDEPENDENT FRANCHISEE COUNCIL	$8.4M	1	#6225 / #11127	1
PFF O'CONNOR DAVIES, LLP	$332.4M	1	#6225 / #5891	1
PGB TRUST & INVESTMENTS	$6.4M	1	#6225 / #11378	1
PHARPOINT RESEARCH INC	$12.3M	1	#6225 / #10682	1
PHI SERVICE COMPANY	$2.18B	1	#6225 / #3049	1
PHILADELPHIA JOINT BOARD, WORKERS U	$1.85B	1	#6225 / #3325	2
PHILIP JAMES WEALTH MANAGEMENT	$0	1	#6225 / #12109	1
PHILIP RAE & ASSOCIATES, CPAS	$0	1	#6225 / #12109	1
PHILLIPS , SALMI & ASSOCIATES	$0	1	#6225 / #12109	5
PHOCAS FINANCIAL	$1.51B	1	#6225 / #3641	1
PHOEBE HOME, INC.	$93K	1	#6225 / #12073	1

Page 447 of 529

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Retirement providers

Recordkeepers, advisors, and TPAs.

11,151-11,175 of 13,223

Provider	AUA	Plans served	Rank (plans / AUA)	Aliases
PEROTTI AND CARRADE	$66.6M	1	#6225 / #8269	2
PERRY N. BLACKMAN, CPA	$1.24B	1	#6225 / #3893	2
PERRY, BUNCH & JOHNSTON	$6.1M	1	#6225 / #11418	1
PERSONAL FINANCIAL PROFILES	$27.8M	1	#6225 / #9570	4
PETER E. SMITH	$5.7M	1	#6225 / #11459	1
PETER SHANNON AND CO	$24.9M	1	#6225 / #9736	4
PETER VAUPEL	$95.5M	1	#6225 / #7714	1
PETERS & CHANDLER, P.C.	$3.1M	1	#6225 / #11788	2
PETERSBURG MOTOR COMPANY INC T/A CA	$37.8M	1	#6225 / #9120	1
PETERSEN CPAS AND ADVISORS, PLLC	$27.9M	1	#6225 / #9567	6
PETERSON ACCOUNTING GROUP PC	$25.7M	1	#6225 / #9699	1
PETERSON TECHNOLOGY PARTNERS INC	$48.22B	1	#6225 / #341	1
PETERSON WEALTH SERVICES INC	$961.9M	1	#6225 / #4310	1
PEVAHOUSE, MATTHEW	$3.2M	1	#6225 / #11770	1
PF INDEPENDENT FRANCHISEE COUNCIL	$8.4M	1	#6225 / #11127	1
PFF O'CONNOR DAVIES, LLP	$332.4M	1	#6225 / #5891	1
PGB TRUST & INVESTMENTS	$6.4M	1	#6225 / #11378	1
PHARPOINT RESEARCH INC	$12.3M	1	#6225 / #10682	1
PHI SERVICE COMPANY	$2.18B	1	#6225 / #3049	1
PHILADELPHIA JOINT BOARD, WORKERS U	$1.85B	1	#6225 / #3325	2
PHILIP JAMES WEALTH MANAGEMENT	$0	1	#6225 / #12109	1
PHILIP RAE & ASSOCIATES, CPAS	$0	1	#6225 / #12109	1
PHILLIPS , SALMI & ASSOCIATES	$0	1	#6225 / #12109	5
PHOCAS FINANCIAL	$1.51B	1	#6225 / #3641	1
PHOEBE HOME, INC.	$93K	1	#6225 / #12073	1

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