PlanOptica
Pricing
Sign inSign up free
  1. Providers/
  2. Retirement providers
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.

12,476-12,500 of 13,184
ProviderTypeAUAPlans servedRank (plans / AUA)Aliases
THEPARTNERS WEALTH MANAGEMENT LLC$27.3M1#6222 / #95811
THERMOFLO, INC.$95.5M1#6222 / #76621
THINK PATENTED$3.09B1#6222 / #25282
THIRTYNORTH INVESTMENTS, LLC$20.2M1#6222 / #100232
THOMA BRAVO FUND XIV-A, LP$890.4M1#6222 / #44141
THOMA BRAVO UGP$56.41B1#6222 / #2711
THOMAS & COMPANY, CPA, PA$17.0M1#6222 / #102491
THOMAS & THOMAS, LLP$69.2M1#6222 / #81861
THOMAS A. BLANNO AND COMPANY, LLC$5.54B1#6222 / #18352
THOMAS HAMMAR, CPA$274.9M1#6222 / #61041
THOMAS HOBSON & COMPANY,PLLC$1.2M1#6222 / #119461
THOMAS JUDY$225.9M1#6222 / #63851
THOMAS LOCKWOOD$54.9M1#6222 / #85391
THOMAS SCHENCK$70.2M1#6222 / #81533
THOMAS, HEAD & GREISEN PC$16.4M1#6222 / #103081
THOMAS, PORCH & GULLICKSON, CPA'S$01#6222 / #120722
THOMAS, WILSON, RAGU$22.2M1#6222 / #98701
THOMASPARTNERS INC$01#6222 / #120722
THOMASTON SAVINGS BANK$25.7M1#6222 / #96681
THOMPSON & KNIGHT LLP$01#6222 / #120722
THOMPSONHINE$2.48B1#6222 / #28611
THONG, YU, WONG & LEE$22.9M1#6222 / #98263
THOR WEALTH MANAGEMENT$65.2M1#6222 / #82741
THORSEN, BREIDINGER & NOVAK, PA$11.8M1#6222 / #107061
THREE CORD TRUE WEALTH MANAGEMENT$10.3M1#6222 / #108611
Page 500 of 528
Prev1499501528Next
PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica