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.
12,876-12,900 of 13,184
| Provider | Type | AUA | |
|---|---|---|---|
| WASHINGTON FEDERAL BANK | $0 | ||
| WASHINGTON STREET INSURANCE SERVICE | $0 | ||
| WASMER, SCHROEDER & CO INC. | $84.2M | ||
| WASTE INDUSTRIES, LLC | $0 | ||
| WASTE MANAGEMENT | $1.00B | ||
| WATCHKEEP TECHNOLOGIES | $188.5M | ||
| WATER VALLEY INVESTMENT ADVISORS, I | $7.1M | ||
| WATERFORD ADVISORS | $18.8M | ||
| WATERMARK CPA GROUP, LLC | $53.8M | ||
| WATERMARK RETIREMENT COM | $53.8M | ||
| WATEROAK ADVISORS | $19.5M | ||
| WATERS PARKERSON & CO LLC | $91.0M | ||
| WATERTON RES PROP VENT XV LP | $5.35B | ||
| WATERWHEEL HELLENIC OPPORTUNITIES F | $9.99B | ||
| WATSON, COOKE, AND JONES, PA | $0 | ||
| WATSONRICE LLP | $219.0M | ||
| WATTERS FINANCIAL SERVICES, LLC | $11.5M | ||
| WATTS GWILLIAM & CO | $7.2M | ||
| WAUKESHA STATE BANK | $8.8M | ||
| WAY, RAY, SHELTON & CO., P.C. | $69.3M | ||
| WAYNE AUTOMATIC FIRE SPR | $65.4M | ||
| WAYNE ISAAKS | $1.6M | ||
| WAYNETTA MCGRAW | $118.1M | ||
| WAYPOINT WEALTH PARTNERS INC | $178.0M | ||
| WB MASON | $2.83B |