top of page

The Converse Team 2021 NAPA Top DC Advisor Teams

Today we are pleased to unveil our list of 2021 NAPA Top DC Advisor Teams with assets under advisement over $100 million.

Unlike other lists, this focuses on firms, or what may, in a wirehouse environment, be referred to as a team, or office—in a single physical location—and as noted above, on the defined contribution practice specifically.

Since their inception, NAPA’s various industry lists have been a valuable Who’s Who of who matters in the world of retirement plans and retirement plan advisors. This latest chapter—the NAPA Top DC Advisor Teams with AUA Over $100 Million, ranked by self-reported DC assets under advisement—presents a compelling case for the impact on the nation’s private retirement system.

The teams on this year’s list guide nearly $2 trillion in defined contribution plan assets belonging to more than 56,000 plans covering nearly 28 million participants. Moreover, each team listed—and to be here they are all in a single physical location—has more than $100 million in AUA, based on self-reported assets under advisement as of Dec. 31, 2021, unless otherwise noted. Ironically, in a year when consolidation took some individual teams from this list, new ones more than filled that void. Indeed, there were a record (300+) teams listed this year!

Sure, we know it’s not just about the numbers—but the reality is that advisors are having a huge impact every single day, not only on the quality of retirement plan advice, but in building a more financially secure retirement for millions of Americans.

We appreciate the commitment and hard work of the teams acknowledged—and are proud to have the opportunity to share it here, and in the Spring issue of NAPA Net the Magazine

bottom of page