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.

13,001-13,025 of 13,147

Provider	AUA	Plans served	Rank (plans / AUA)	Aliases
WINDSOR ADVISORY GROUP LLC	$370.6M	1	#6238 / #5701	1
WINDWARD CAPITAL MANAGEMENT CO	$24.9M	1	#6238 / #9706	1
WINDWARD WEALTH STRATEGIES INC	$40.2M	1	#6238 / #8989	2
WINDY CITY LAWN CARE & SERVICE, INC	$607.5M	1	#6238 / #4975	2
WINGREN LANDSCAPE	$4.55B	1	#6238 / #2120	1
WINKEL, PARKER & FOSTER; CPA PC	$33.7M	1	#6238 / #9259	1
WINKING LIZARD INC	$9.2M	1	#6238 / #10970	1
WINKLEVOSS TECHNOLOGIES	$91.4M	1	#6238 / #7737	2
WINNOW WEALTH, LLC	$20.4M	1	#6238 / #10004	1
WINSTON COUNTY REVENUE	$211.4M	1	#6238 / #6464	1
WINTER, KLOMAN, MOTER & REPP, S.C.	$42.2M	1	#6238 / #8915	8
WINTHER, STAVE & CO LLP	$4.2M	1	#6238 / #11583	2
WINTHROP & WEINSTEIN, P.A.	$0	1	#6238 / #12048	3
WINTHROP CAPITAL MANAGEMENT	$41.7M	1	#6238 / #8934	2
WINTON CAPITAL MANAGEMENT LIMITED	$2.08B	1	#6238 / #3095	3
WIPPMAN, DAVIS & ASSOCIATES	$0	1	#6238 / #12048	1
WIREGRASS ASSET MANAGEMENT	$6.9M	1	#6238 / #11244	1
WIRTH ROBERT E	$13.8M	1	#6238 / #10509	2
WISCONSIN ASSOCIATION OF INDEPENDEN	$418.0M	1	#6238 / #5511	1
WISCONSIN BANK & TRUST	$1.5M	1	#6238 / #11898	1
WISE, SHERRY	$3.91B	1	#6238 / #2252	3
WISER ADVISOR GROUP	$10.1M	1	#6238 / #10869	1
WISHBORNE ACQUISITIONS LLC	$0	1	#6238 / #12048	1
WITHEM AUDIT TAX ADVISORY	$529.2M	1	#6238 / #5169	1
WITHUM WEALTH MANAGEMENT	$5.45B	1	#6238 / #1856	1

Page 521 of 526

Prev 1520522526 Next

Retirement providers

Recordkeepers, advisors, and TPAs.

13,001-13,025 of 13,147

Provider	AUA	Plans served	Rank (plans / AUA)	Aliases
WINDSOR ADVISORY GROUP LLC	$370.6M	1	#6238 / #5701	1
WINDWARD CAPITAL MANAGEMENT CO	$24.9M	1	#6238 / #9706	1
WINDWARD WEALTH STRATEGIES INC	$40.2M	1	#6238 / #8989	2
WINDY CITY LAWN CARE & SERVICE, INC	$607.5M	1	#6238 / #4975	2
WINGREN LANDSCAPE	$4.55B	1	#6238 / #2120	1
WINKEL, PARKER & FOSTER; CPA PC	$33.7M	1	#6238 / #9259	1
WINKING LIZARD INC	$9.2M	1	#6238 / #10970	1
WINKLEVOSS TECHNOLOGIES	$91.4M	1	#6238 / #7737	2
WINNOW WEALTH, LLC	$20.4M	1	#6238 / #10004	1
WINSTON COUNTY REVENUE	$211.4M	1	#6238 / #6464	1
WINTER, KLOMAN, MOTER & REPP, S.C.	$42.2M	1	#6238 / #8915	8
WINTHER, STAVE & CO LLP	$4.2M	1	#6238 / #11583	2
WINTHROP & WEINSTEIN, P.A.	$0	1	#6238 / #12048	3
WINTHROP CAPITAL MANAGEMENT	$41.7M	1	#6238 / #8934	2
WINTON CAPITAL MANAGEMENT LIMITED	$2.08B	1	#6238 / #3095	3
WIPPMAN, DAVIS & ASSOCIATES	$0	1	#6238 / #12048	1
WIREGRASS ASSET MANAGEMENT	$6.9M	1	#6238 / #11244	1
WIRTH ROBERT E	$13.8M	1	#6238 / #10509	2
WISCONSIN ASSOCIATION OF INDEPENDEN	$418.0M	1	#6238 / #5511	1
WISCONSIN BANK & TRUST	$1.5M	1	#6238 / #11898	1
WISE, SHERRY	$3.91B	1	#6238 / #2252	3
WISER ADVISOR GROUP	$10.1M	1	#6238 / #10869	1
WISHBORNE ACQUISITIONS LLC	$0	1	#6238 / #12048	1
WITHEM AUDIT TAX ADVISORY	$529.2M	1	#6238 / #5169	1
WITHUM WEALTH MANAGEMENT	$5.45B	1	#6238 / #1856	1

Page 521 of 526

Prev 1520522526 Next