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.
151-175 of 13,184
| Provider | Type | AUA | |
|---|---|---|---|
| TD AMERITRADE, INC. | $16.23B | ||
| STIFEL NICOLAUS & CO INC | $89.61B | ||
| OPPENHEIMER | $16.73B | ||
| WILLIAM BLAIR | $277.93B | ||
| PGIM INVESTMENTS | $460.20B | ||
| ADMIN. GROUP, LLC DBA TAG RESOURCES | $1.31B | ||
| LEGACY PROFESSIONALS LLP | $113.80B | ||
| SECURITIES AMERICA INC | $6.05B | ||
| AXA EQUITABLE LIFE INSURANCE CO | $13.50B | ||
| HUMAN INTEREST ADVISOR LLC | $4.57B | ||
| RELIANCE TRUST COMPANY | $10.52B | ||
| FISHER INVESTMENTS | $231.74B | ||
| WEAVER AND TIDWELL, LLP | $71.28B | ||
| BMO HARRIS BANK NA | $37.08B | ||
| LEGAL & GENERAL INVESTMENT | $201.52B | ||
| BLUE CHIP RETIREMENT PLANS, INC. | $31.19B | ||
| JULY BUSINESS SERVICES | $2.97B | ||
| THE RETIREMENT ADVANTAGE INC | $6.88B | ||
| NISA INVESTMENT ADVISORS, LLC | $388.64B | ||
| COHNREZNICK LLP | $85.20B | ||
| MARQUETTE ASSOCIATES | $110.93B | ||
| SLAVIC INTEGRATED ADMINISTRATION | $29.18B | ||
| BENEFIT TRUST COMPANY | $7.80B | ||
| BKD, LLP | $14.08B | ||
| ROYAL ALLIANCE ASSOCIATES INC | $2.93B |