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.
12,676-12,700 of 13,184
| Provider | Type | AUA | |
|---|---|---|---|
| UFCW LOCAL 655 | $779.9M | ||
| ULRICH CONSULTING AND INVESTME | $699.9M | ||
| ULTRA FINANCIAL PARTNERS LLC | $413.7M | ||
| UMBERTO MARICONDA | $1.24B | ||
| UNDERWOOD INSURANCE AGENCY, INC. | $591.3M | ||
| UNDISCMGRS | $28.8M | ||
| UNDRA J. JOHNSON | $188.9M | ||
| UNICORN PARTNERS FUND III, L.P. | $890.4M | ||
| UNICORN PARTNERS FUND IV, LP | $890.4M | ||
| UNION FIRST MARKET BANK | $0 | ||
| UNION NETWORKING | $3.03B | ||
| UNION PRESS | $11.34B | ||
| UNION ROOFERS ADMINISTRATIVE FUND | $53.5M | ||
| UNION TRADES FEDERAL CREDIT UNION | $35.4M | ||
| UNIPLAN INVESTMENT COUNSEL, INC. | $613.1M | ||
| UNIQUE WEALTH STRATEGIES | $5.3M | ||
| UNITED 401(K) | $141.7M | ||
| UNITED ADVISORS GROUP | $7.3M | ||
| UNITED ASSET STRATEGIES INC | $0 | ||
| UNITED ASSOCIATION OF JOURNEYMEN & | $1.26B | ||
| UNITED BANK, N.A. | $0 | ||
| UNITED BANKSHARES, INC. | $183.0M | ||
| UNITED BROKERAGE SERVICES | $19.2M | ||
| UNITED FARMWORKERS OF AMERICA | $68.5M | ||
| UNITED FOOD AND COMMERCIAL WORKERS | $1.16B |