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.
12,726-12,750 of 13,184
| Provider | Type | AUA | |
|---|---|---|---|
| UPFSG | $4.80B | ||
| UPPER LEFT WEALTH MANAGEMENT | $25.2M | ||
| UPTODATE, INC | $16.91B | ||
| URBAN FUND II LP | $2.78B | ||
| URBAN IMAGING GROUP | $207.0M | ||
| URBAN INVESTMENT ADVISORS | $6.16B | ||
| URPC | $4.5M | ||
| US CARENET, INC. | $12.4M | ||
| US EVALUATION SERVICES LLC | $10.26B | ||
| US INSTITUTIONAL CORP | $0 | ||
| US TREASURY | $55.6M | ||
| USAA | $0 | ||
| USB | $0 | ||
| USCA SECURITIES LLC | $31.4M | ||
| USRA | $1.21B | ||
| USWU LOCAL 74 WELFARE FUND | $47.7M | ||
| UWHARRIE INVESTMENT ADVISORS, INC. | $3.6M | ||
| V CORPORATE | $63.3M | ||
| V M MANNING & CO INC | $678.9M | ||
| V WEALTH MANAGEMENT LLC | $5.1M | ||
| V. GONZALES | $124.8M | ||
| V. HOANG | $5.24B | ||
| V. LETTMAN | $266.7M | ||
| VALENS | $0 | ||
| VALENTI, RACKLEY & ASSO | $58.1M |