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.

12,426-12,450 of 13,184

Provider	AUA	Plans served	Rank (plans / AUA)	Aliases
THE MANDMARBLSTONE GROUP LLC	$24.0M	1	#6222 / #9761	1
THE MARMION YOUNG WEALTH MANAGEMENT	$0	1	#6222 / #12072	2
THE MCENERY COMPANY	$483.0M	1	#6222 / #5297	1
THE MELTZER GROUP	$93.3M	1	#6222 / #7710	4
THE MILWEALTH GROUP LLC	$2.60B	1	#6222 / #2821	1
THE NALLS SHERBAKOFF GROUP, LLC	$348.1M	1	#6222 / #5800	3
THE OAK RIDGE FINANCIAL SERVICES	$29.1M	1	#6222 / #9477	1
THE OREGON CLINIC	$20.6M	1	#6222 / #9988	1
THE PENSION DEPARTMENT	$70.2M	1	#6222 / #8153	2
THE PERSPECTIVE GROUP, LLC	$19.1M	1	#6222 / #10104	1
THE PINNACLE PLANNING GROUP, LLC -	$4.4M	1	#6222 / #11578	1
THE PITTI GROUP WEALTH MANAGEMENT	$8.6M	1	#6222 / #11057	2
THE PORTOLA GROUP, INC.	$0	1	#6222 / #12072	1
THE PRICE COMPANY	$16.8M	1	#6222 / #10267	1
THE PRIVATEBANK	$130.0M	1	#6222 / #7202	3
THE RAYMOND COMPANY	$0	1	#6222 / #12072	2
THE REITEMENT PLAN COMPANY LLC	$9.0M	1	#6222 / #11011	1
THE RETIREMENT ADVISOR UNIVERSITY I	$84.6M	1	#6222 / #7851	1
THE RETIREMENTPLANNING GROUP	$1.53B	1	#6222 / #3605	1
THE RICKS GROUP	$1.54B	1	#6222 / #3584	1
THE RIGHT TPA LLC	$17.5M	1	#6222 / #10217	1
THE ROC GROUP	$1.11B	1	#6222 / #4033	3
THE ROCK SOLID, INC	$11.5M	1	#6222 / #10737	1
THE ROSENBAUM LAW FIRM P.C.	$13.2M	1	#6222 / #10568	2
THE RUBEN E. GUERRA COMPANY LLC	$0	1	#6222 / #12072	1

Page 498 of 528

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Retirement providers

Recordkeepers, advisors, and TPAs.

12,426-12,450 of 13,184

Provider	AUA	Plans served	Rank (plans / AUA)	Aliases
THE MANDMARBLSTONE GROUP LLC	$24.0M	1	#6222 / #9761	1
THE MARMION YOUNG WEALTH MANAGEMENT	$0	1	#6222 / #12072	2
THE MCENERY COMPANY	$483.0M	1	#6222 / #5297	1
THE MELTZER GROUP	$93.3M	1	#6222 / #7710	4
THE MILWEALTH GROUP LLC	$2.60B	1	#6222 / #2821	1
THE NALLS SHERBAKOFF GROUP, LLC	$348.1M	1	#6222 / #5800	3
THE OAK RIDGE FINANCIAL SERVICES	$29.1M	1	#6222 / #9477	1
THE OREGON CLINIC	$20.6M	1	#6222 / #9988	1
THE PENSION DEPARTMENT	$70.2M	1	#6222 / #8153	2
THE PERSPECTIVE GROUP, LLC	$19.1M	1	#6222 / #10104	1
THE PINNACLE PLANNING GROUP, LLC -	$4.4M	1	#6222 / #11578	1
THE PITTI GROUP WEALTH MANAGEMENT	$8.6M	1	#6222 / #11057	2
THE PORTOLA GROUP, INC.	$0	1	#6222 / #12072	1
THE PRICE COMPANY	$16.8M	1	#6222 / #10267	1
THE PRIVATEBANK	$130.0M	1	#6222 / #7202	3
THE RAYMOND COMPANY	$0	1	#6222 / #12072	2
THE REITEMENT PLAN COMPANY LLC	$9.0M	1	#6222 / #11011	1
THE RETIREMENT ADVISOR UNIVERSITY I	$84.6M	1	#6222 / #7851	1
THE RETIREMENTPLANNING GROUP	$1.53B	1	#6222 / #3605	1
THE RICKS GROUP	$1.54B	1	#6222 / #3584	1
THE RIGHT TPA LLC	$17.5M	1	#6222 / #10217	1
THE ROC GROUP	$1.11B	1	#6222 / #4033	3
THE ROCK SOLID, INC	$11.5M	1	#6222 / #10737	1
THE ROSENBAUM LAW FIRM P.C.	$13.2M	1	#6222 / #10568	2
THE RUBEN E. GUERRA COMPANY LLC	$0	1	#6222 / #12072	1

Page 498 of 528

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