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.

12,376-12,400 of 13,184

Provider	AUA	Plans served	Rank (plans / AUA)	Aliases
THE BREIT GROUP, LLC	$11.4M	1	#6222 / #10743	1
THE BRINK'S COMPANY	$0	1	#6222 / #12072	1
THE BURNEY COMPANY	$8.93B	1	#6222 / #1339	2
THE C.W. ZUMBIEL COMPANY	$34.5M	1	#6222 / #9230	1
THE CATANELLA INSTITUTIONAL CONSULT	$217.6M	1	#6222 / #6429	1
THE CHAMBERLIN GROUP	$2.7M	1	#6222 / #11786	1
THE CHILDRENS INVESTMENT FUND	$3.17B	1	#6222 / #2490	1
THE COCA-COLA BOTTLERS'	$961.6M	1	#6222 / #4292	1
THE COGGINS GROUP	$2.3M	1	#6222 / #11831	1
THE COLUMNS GROUP III, LP	$15.32B	1	#6222 / #890	4
THE COMMUNICATIONS GROUP-SUSAN STAR	$37.7M	1	#6222 / #9101	1
THE COOK GROUP	$106.3M	1	#6222 / #7498	1
THE DANIEL PROFESSIONAL GROUP, INC	$0	1	#6222 / #12072	1
THE DENVER POST, LLC	$0	1	#6222 / #12072	1
THE DOTY GROUP	$0	1	#6222 / #12072	3
THE EDWARD PRICE COMPANY	$0	1	#6222 / #12072	1
THE EMPLOYER ADVANTAGE, LLC	$493	1	#6222 / #12064	1
THE ENERGY & MINERALS GRP FD IV LP	$2.78B	1	#6222 / #2701	2
THE EPHRATA NATIONAL BANK	$6.4M	1	#6222 / #11333	2
THE ERISA FIDUCIARY GROUP LLC	$0	1	#6222 / #12072	2
THE ETF STORE INC	$3.04B	1	#6222 / #2564	2
THE FACILITIES GROUP HAWAII INC.	$390.5M	1	#6222 / #5610	1
THE FINANCIAL CONSUL	$76.4M	1	#6222 / #8001	4
THE GARBACZ GROUP, INC.	$11.2M	1	#6222 / #10768	1
THE GARDNER GROUP	$1.15B	1	#6222 / #3980	1

Page 496 of 528

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Retirement providers

Recordkeepers, advisors, and TPAs.

12,376-12,400 of 13,184

Provider	AUA	Plans served	Rank (plans / AUA)	Aliases
THE BREIT GROUP, LLC	$11.4M	1	#6222 / #10743	1
THE BRINK'S COMPANY	$0	1	#6222 / #12072	1
THE BURNEY COMPANY	$8.93B	1	#6222 / #1339	2
THE C.W. ZUMBIEL COMPANY	$34.5M	1	#6222 / #9230	1
THE CATANELLA INSTITUTIONAL CONSULT	$217.6M	1	#6222 / #6429	1
THE CHAMBERLIN GROUP	$2.7M	1	#6222 / #11786	1
THE CHILDRENS INVESTMENT FUND	$3.17B	1	#6222 / #2490	1
THE COCA-COLA BOTTLERS'	$961.6M	1	#6222 / #4292	1
THE COGGINS GROUP	$2.3M	1	#6222 / #11831	1
THE COLUMNS GROUP III, LP	$15.32B	1	#6222 / #890	4
THE COMMUNICATIONS GROUP-SUSAN STAR	$37.7M	1	#6222 / #9101	1
THE COOK GROUP	$106.3M	1	#6222 / #7498	1
THE DANIEL PROFESSIONAL GROUP, INC	$0	1	#6222 / #12072	1
THE DENVER POST, LLC	$0	1	#6222 / #12072	1
THE DOTY GROUP	$0	1	#6222 / #12072	3
THE EDWARD PRICE COMPANY	$0	1	#6222 / #12072	1
THE EMPLOYER ADVANTAGE, LLC	$493	1	#6222 / #12064	1
THE ENERGY & MINERALS GRP FD IV LP	$2.78B	1	#6222 / #2701	2
THE EPHRATA NATIONAL BANK	$6.4M	1	#6222 / #11333	2
THE ERISA FIDUCIARY GROUP LLC	$0	1	#6222 / #12072	2
THE ETF STORE INC	$3.04B	1	#6222 / #2564	2
THE FACILITIES GROUP HAWAII INC.	$390.5M	1	#6222 / #5610	1
THE FINANCIAL CONSUL	$76.4M	1	#6222 / #8001	4
THE GARBACZ GROUP, INC.	$11.2M	1	#6222 / #10768	1
THE GARDNER GROUP	$1.15B	1	#6222 / #3980	1

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