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.

11,176-11,200 of 13,223

Provider	AUA	Plans served	Rank (plans / AUA)	Aliases
PHOENIX BENEFIT ADMINISTRATORS LLC	$913K	1	#6225 / #12008	1
PHOENIX CHILDREN'S HOSPITAL	$691.1M	1	#6225 / #4777	1
PICCERELLI, GILSTEIN & CO	$0	1	#6225 / #12109	9
PIEDMONT INVESTMENT ADVISORS LLC	$520.5M	1	#6225 / #5217	12
PIEHL HANSON BECKMAN PA	$0	1	#6225 / #12109	1
PIERCE ATWOOD LLP	$34.8M	1	#6225 / #9239	1
PIIAF DC 9	$643.7M	1	#6225 / #4905	1
PILLAR WEALTH MANAGEMENT CO	$1.32B	1	#6225 / #3825	1
PILLAR WEALTH MGMT LLC	$109.4M	1	#6225 / #7486	2
PIN OAK INVESTMENT	$0	1	#6225 / #12109	2
PINCO	$254.3M	1	#6225 / #6249	1
PINE BROOK ROAD FUND MANAGER II,LLC	$0	1	#6225 / #12109	6
PINE VALLEY INVESTMENTS LIMITE	$149.8M	1	#6225 / #7017	1
PINION WEALTH MANAGEMENT, LLC	$11.2M	1	#6225 / #10796	1
PINKERTON RETIREMENT SERVICES	$19.0M	1	#6225 / #10149	1
PINNACLE ACCOUNTING AND FINANCIAL	$2.4M	1	#6225 / #11863	1
PINNACLE ADVISORY GROUP	$0	1	#6225 / #12109	2
PINNACLE INVESTIMENTS, LLC	$16.4M	1	#6225 / #10344	1
PIONEER PENSION CONSULTING, LLC	$22.6M	1	#6225 / #9879	1
PIOTROWSKI & GEBIS	$21.3M	1	#6225 / #9964	1
PIPE IND H&W FUND OF COLORADO	$67.5M	1	#6225 / #8250	1
PITTENGER ANDERSON, INC.	$1.16B	1	#6225 / #3979	1
PIVOT CPA	$88.6M	1	#6225 / #7806	1
PIVOTAL FINANCIAL SERVICES	$7.6M	1	#6225 / #11212	6
PIVOTALPATH, INC.	$577.2M	1	#6225 / #5068	1

Page 448 of 529

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Retirement providers

Recordkeepers, advisors, and TPAs.

11,176-11,200 of 13,223

Provider	AUA	Plans served	Rank (plans / AUA)	Aliases
PHOENIX BENEFIT ADMINISTRATORS LLC	$913K	1	#6225 / #12008	1
PHOENIX CHILDREN'S HOSPITAL	$691.1M	1	#6225 / #4777	1
PICCERELLI, GILSTEIN & CO	$0	1	#6225 / #12109	9
PIEDMONT INVESTMENT ADVISORS LLC	$520.5M	1	#6225 / #5217	12
PIEHL HANSON BECKMAN PA	$0	1	#6225 / #12109	1
PIERCE ATWOOD LLP	$34.8M	1	#6225 / #9239	1
PIIAF DC 9	$643.7M	1	#6225 / #4905	1
PILLAR WEALTH MANAGEMENT CO	$1.32B	1	#6225 / #3825	1
PILLAR WEALTH MGMT LLC	$109.4M	1	#6225 / #7486	2
PIN OAK INVESTMENT	$0	1	#6225 / #12109	2
PINCO	$254.3M	1	#6225 / #6249	1
PINE BROOK ROAD FUND MANAGER II,LLC	$0	1	#6225 / #12109	6
PINE VALLEY INVESTMENTS LIMITE	$149.8M	1	#6225 / #7017	1
PINION WEALTH MANAGEMENT, LLC	$11.2M	1	#6225 / #10796	1
PINKERTON RETIREMENT SERVICES	$19.0M	1	#6225 / #10149	1
PINNACLE ACCOUNTING AND FINANCIAL	$2.4M	1	#6225 / #11863	1
PINNACLE ADVISORY GROUP	$0	1	#6225 / #12109	2
PINNACLE INVESTIMENTS, LLC	$16.4M	1	#6225 / #10344	1
PIONEER PENSION CONSULTING, LLC	$22.6M	1	#6225 / #9879	1
PIOTROWSKI & GEBIS	$21.3M	1	#6225 / #9964	1
PIPE IND H&W FUND OF COLORADO	$67.5M	1	#6225 / #8250	1
PITTENGER ANDERSON, INC.	$1.16B	1	#6225 / #3979	1
PIVOT CPA	$88.6M	1	#6225 / #7806	1
PIVOTAL FINANCIAL SERVICES	$7.6M	1	#6225 / #11212	6
PIVOTALPATH, INC.	$577.2M	1	#6225 / #5068	1

Page 448 of 529

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