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.

13,051-13,075 of 13,147
ProviderTypeAUAPlans servedRank (plans / AUA)Aliases
WORLDINVESTMENT ADVISORS LLC$24.1M1#6238 / #97451
WORM CAPITAL LLC$20.9M1#6238 / #99571
WORTH ASSET MANAGEMENT LLC$22.5M1#6238 / #98462
WORTH FINANCIAL GROUP, INC.$2.8M1#6238 / #117512
WORTHINGTON, HUGHES & HOAR, P.C.$184.5M1#6238 / #66641
WORTHPOINTE LLC$778.7M1#6238 / #46031
WOTRING LAW LLC$4.55B1#6238 / #21201
WP FINANCIAL$5.4M1#6238 / #114251
WP GLOBAL PARTNERS LLC$56.41B1#6238 / #2692
WPG ADVISERS, LLC$3.7M1#6238 / #116511
WRFA$7.3M1#6238 / #111821
WRIGHT BENEFIT ADVISORS INC$15.9M1#6238 / #103381
WRIGHT MCAFEE & CO., CPAS$23.2M1#6238 / #98001
WRIGHT SHAGLEY & LOWERY$160.8M1#6238 / #68615
WRIGHT WEALTH STRATEGIES, LLC$15.3M1#6238 / #103841
WROBEL ACCOUNTING$197K1#6238 / #119971
WRS$78.0M1#6238 / #79761
WS CPAS P.C.$43.3M1#6238 / #88721
WSDD CPAS, LTD.$3.0M1#6238 / #117321
WT WEALTH MANAGEMENT LLC$413.7M1#6238 / #55182
WYNN CAPITAL MANAGEMENT$40.3M1#6238 / #89841
WYRICK ROBBINS YATES & PONTON LLP$01#6238 / #120481
WYSE INVESTMENT SERVICES CO$865.4M1#6238 / #44602
XACTLY$587.7M1#6238 / #50251
XAVIER GRANJA$1.8M1#6238 / #118651
Page 523 of 526
Prev1522524526Next
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