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.
13,101-13,125 of 13,147
| Provider | Type | AUA | |
|---|---|---|---|
| YISEL VELAZQUEZ | $0 | ||
| YIYUN CHANG | $1.54B | ||
| YODER & LANGFORD, PC | $12.0M | ||
| YOLANDA MONTGOMERY | $15.01B | ||
| YORK SPECIAL OPP FUND III-A LP | $5.35B | ||
| YOUHOUSE, JOSEPH D. | $7.73B | ||
| YOUNG & WHITE | $149.1M | ||
| YOUNG LAW OFFICE | $2.13B | ||
| YOUNGBLOOD & HODGES | $5.8M | ||
| YOUR FINANCIAL COACH INC | $0 | ||
| YOUR MONEY LINE | $16.1M | ||
| YSR CPA GROUP, P.C. | $77.7M | ||
| YUKON WEALTH MANAGEMENT INC | $650.8M | ||
| YUNG GERIS GROUP | $18.5M | ||
| YVETTE SISTRUNK | $4.98B | ||
| YWCA RETIREMENT FUND STAFF | $407.2M | ||
| Z BRAND | $0 | ||
| Z CAPITAL SPECIAL SITUATIONS II | $8.28B | ||
| Z CAPITAL SPECIAL SITUATIONS II-A | $1.89B | ||
| Z. FRANKENBACH | $606.7M | ||
| ZAMUDIO M | $6.41B | ||
| ZANETTI FINANCIAL LLC | $160.0M | ||
| ZAPKEN & LOEB LLP | $10.3M | ||
| ZARAGOZA & ALVARADO LLP | $1.74B | ||
| ZARIN & STEINMETZ | $20.38B |