We are pleased to share we have been included on the National Association of Plan Advisors’ (NAPA) Top DC Plan Advisor Teams list for the seventh consecutive year! Multnomah Group is placed 11th out of more than 450 advisors included on the list, ranked by total DC plan assets supported.
Unlike other lists, this list focuses on teams, broadly defined as being in a single physical location, and having at least $100 million in DC assets under advisement. It is based on self-reported assets under advisement as of December 31, 2023, unless otherwise noted.
To view the full list of NAPA’s Top DC Advisor Teams, click here.
There is no charge to be included in the NAPA Top DC Advisor Teams listing. To be included, all data was self-submitted and detailed as of 12/31/2023.