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.
12,276-12,300 of 13,223
| Provider | Type | AUA | |
|---|---|---|---|
| SWIRE COCA COLA | $414.4M | ||
| SWISHER FINANCIAL CONCEPTS | $27.5M | ||
| SWITCH LTD | $4.67B | ||
| SWITCHPOINT FINANCIAL PLANNING LLC | $6.83B | ||
| SWK TECHNOLOGIES | $0 | ||
| SWM ADVISORS | $0 | ||
| SWS PARTNERS LLC | $0 | ||
| SYCAMORE | $71.3M | ||
| SYDNEY BARTON | $169.7M | ||
| SYMPHONY RISK SOLUTIONS, LLC | $11.62B | ||
| SYNDE SALEM-COHEN | $35.7M | ||
| SYNDER COHN | $2.27B | ||
| SYNECTICS INC | $5.6M | ||
| SYNERGY FINANCIAL GROUP LTD | $1.39B | ||
| SYSTEMATICA | $17.92B | ||
| SYVERSON STREGE FINANCIAL | $139.0M | ||
| T SCHLESINGER | $0 | ||
| T&C SERVICE ENTERPRISES, LLC | $13.0M | ||
| T. BENGE | $5.24B | ||
| T. SIEBOR | $1.82B | ||
| T. WEYDEMAN | $124.8M | ||
| T2 ASSET MANAGEMENT | $15.2M | ||
| TA ASSOCIATES SDF IV GP LP | $56.41B | ||
| TA ASSOCIATES XII CAYMAN GP L.P. | $0 | ||
| TA ASSOCIATES XII GP L.P. | $0 |