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.

11,251-11,275 of 13,223

Provider	AUA	Plans served	Rank (plans / AUA)	Aliases
POMARES & CO.	$48.7M	1	#6225 / #8742	4
PONTIFAX GLOBAL FOOD AND AGRICULTUR	$890.4M	1	#6225 / #4434	1
POOLER CPA GROUP, LLC	$21.1M	1	#6225 / #9983	1
POPULUS GROUP	$3.23B	1	#6225 / #2479	2
PORFOLIO EVALUATIONS, INC.	$0	1	#6225 / #12109	2
PORTAGE POINT PARTNERS, LLC	$0	1	#6225 / #12109	1
PORTFOLIO ADV PRIVATE EQTY FD VI	$1.82B	1	#6225 / #3369	2
PORTFOLIO ADV PRIVATE EQTY FD VIII	$1.82B	1	#6225 / #3369	1
PORTFOLIO AUDIT, LLC	$348.1M	1	#6225 / #5828	3
PORTFOLIO STRATEGIES, INC.	$0	1	#6225 / #12109	2
PORTSIDE WEALTH GROUP	$6.8M	1	#6225 / #11325	1
POSITIVE RETIREMENT OUTCOMES	$0	1	#6225 / #12109	3
POST TRADITIONAL HIGH YIELD FUND, L	$62.8M	1	#6225 / #8363	1
POSTLHWAITE & NETTERVILLE	$7.0M	1	#6225 / #11292	1
POTOMAC ASSET MANAGEMENT	$13.2M	1	#6225 / #10596	10
POTOMAC FUND MANAGEMENT, INC.	$9.21B	1	#6225 / #1315	2
POTOMAC INFORMATION SYSTEMS	$6.58B	1	#6225 / #1649	3
POTTER & COMPANY PA	$0	1	#6225 / #12109	4
POTTER, BRYANT & MOORE, P.C.	$31.2M	1	#6225 / #9399	2
POTTSVILLE REPUBLICAN, INC.	$0	1	#6225 / #12109	1
POULOS ADVISORS, INC.	$1.9M	1	#6225 / #11922	1
POULSEN VANLEUVEN & CATMULL PA	$35.1M	1	#6225 / #9224	1
POVOL & COMPANY, CPA, PC	$0	1	#6225 / #12109	5
POWDER COATING SPECIALISTS	$1.10B	1	#6225 / #4076	1
POWELL FINANCIAL, INC.	$6.41B	1	#6225 / #1684	3

Page 451 of 529

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Retirement providers

Recordkeepers, advisors, and TPAs.

11,251-11,275 of 13,223

Provider	AUA	Plans served	Rank (plans / AUA)	Aliases
POMARES & CO.	$48.7M	1	#6225 / #8742	4
PONTIFAX GLOBAL FOOD AND AGRICULTUR	$890.4M	1	#6225 / #4434	1
POOLER CPA GROUP, LLC	$21.1M	1	#6225 / #9983	1
POPULUS GROUP	$3.23B	1	#6225 / #2479	2
PORFOLIO EVALUATIONS, INC.	$0	1	#6225 / #12109	2
PORTAGE POINT PARTNERS, LLC	$0	1	#6225 / #12109	1
PORTFOLIO ADV PRIVATE EQTY FD VI	$1.82B	1	#6225 / #3369	2
PORTFOLIO ADV PRIVATE EQTY FD VIII	$1.82B	1	#6225 / #3369	1
PORTFOLIO AUDIT, LLC	$348.1M	1	#6225 / #5828	3
PORTFOLIO STRATEGIES, INC.	$0	1	#6225 / #12109	2
PORTSIDE WEALTH GROUP	$6.8M	1	#6225 / #11325	1
POSITIVE RETIREMENT OUTCOMES	$0	1	#6225 / #12109	3
POST TRADITIONAL HIGH YIELD FUND, L	$62.8M	1	#6225 / #8363	1
POSTLHWAITE & NETTERVILLE	$7.0M	1	#6225 / #11292	1
POTOMAC ASSET MANAGEMENT	$13.2M	1	#6225 / #10596	10
POTOMAC FUND MANAGEMENT, INC.	$9.21B	1	#6225 / #1315	2
POTOMAC INFORMATION SYSTEMS	$6.58B	1	#6225 / #1649	3
POTTER & COMPANY PA	$0	1	#6225 / #12109	4
POTTER, BRYANT & MOORE, P.C.	$31.2M	1	#6225 / #9399	2
POTTSVILLE REPUBLICAN, INC.	$0	1	#6225 / #12109	1
POULOS ADVISORS, INC.	$1.9M	1	#6225 / #11922	1
POULSEN VANLEUVEN & CATMULL PA	$35.1M	1	#6225 / #9224	1
POVOL & COMPANY, CPA, PC	$0	1	#6225 / #12109	5
POWDER COATING SPECIALISTS	$1.10B	1	#6225 / #4076	1
POWELL FINANCIAL, INC.	$6.41B	1	#6225 / #1684	3

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