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.

12,576-12,600 of 13,184
ProviderTypeAUAPlans servedRank (plans / AUA)Aliases
TRELLIS WEALTH ADVISORS LLC$8.93B1#6222 / #13391
TREMBLANT CAPITAL LP$6.16B1#6222 / #17171
TREMENDOUS, INC.$497.7M1#6222 / #52551
TREMPER & CO. LLP$191.0M1#6222 / #66171
TRENT CAPITAL MANAGEMENT$1.05B1#6222 / #41234
TRENT D. BRYSON$58.6M1#6222 / #84441
TREXQUANT OFFSHORE FUND$5.09B1#6222 / #19721
TRGF, INC.$16.5M1#6222 / #103001
TRI-AD CAPITAL MANAGEMENT, INC.$50.3M1#6222 / #86611
TRIBECA FINANCIAL LLC$01#6222 / #120722
TRIBRIGE PARTNERS FINANCIAL LLC$10.3M1#6222 / #108561
TRIBUTARY CAPITAL$1.16B1#6222 / #39613
TRIDENT CAPITAL VI, L.P.$1.55B1#6222 / #35762
TRIDENT INSURANCE GROUP$41.5M1#6222 / #89461
TRIDENT RETIREMENT SERVICES, LLC$4.8M1#6222 / #115311
TRIGRAN$2.28B1#6222 / #29722
TRILANTIC IV$01#6222 / #120721
TRIM-RITE FOOD CORP.$27.6M1#6222 / #95651
TRIMARCO RADENCICH LLC$01#6222 / #120722
TRINITY HUNT PARTNERS V LP$3.05B1#6222 / #25431
TRINITY HUNT PARTNERS VI LP$3.05B1#6222 / #25431
TRINITY LEGACY PARTNERS LLC$1.40B1#6222 / #37201
TRINITY WEALTH ADVISORS$1.7M1#6222 / #119042
TRIPPON WEALTH MANAGEMENT GROU$360.5M1#6222 / #57431
TRITON CAPITAL MANAGEMENT LLC$01#6222 / #120721
Page 504 of 528
Prev1503505528Next
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