We are excited to share that five of our advisors have been included in the 2022 PLANADVISER Top Retirement Plan Adviser list! The 2022 Top Retirement Plan Advisers list includes more than 150 advisers who stand out for their service of all types of retirement plan clients.
Our team members included on the list are:
- Hailey Fields
- Erik Daley
- Breion Rollins
- David Williams
- Brian Montanez
For many years, this designation had been awarded to the top 100 retirement plan advisers and teams based on quantitative measures such as the most plans and assets under advisement. This year, PLANADVISER made a significant change, no longer recognizing teams on this list. Instead, PLANADVISER limited entries to individual advisers. Team members were asked to supply their entry statistics as a fraction of their team’s figures. For example, an adviser on a five-adviser team that collectively advises on $1 billion might claim $200 million in AUA.
For more information and to read the full list, click here.
Multnomah Group is a registered investment adviser, registered with the Securities and Exchange Commission. Any information contained herein or on Multnomah Group’s website is provided for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Multnomah Group does not provide legal or tax advice. Any views expressed herein are those of the author(s) and not necessarily those of Multnomah Group or Multnomah Group’s clients.