Four Years Running, Multnomah Group Named to Financial Times 401 Top Retirement Plan Advisers

FT_401_Advisers_Logo_2018-2iMultnomah Group is proud to share that we have been named to the 2018 edition of the Financial Times 401 Top Retirement Plan Advisers (FT 401), according to a list released today by the Financial Times. This is the fourth consecutive year the firm has been included on the list.

The FT 401 represents an impressive cohort of elite advisers: the “average” adviser in this year’s FT 401 has 20 years of experience advising DC plans and advises $1.26 billion in DC plan assets. The FT 401 advisers hail from 38 states and Washington, D.C., and DC plans on average account for 81% of their practices’ total assets.

Financial advisers from across the U.S. applied for consideration, having met a set minimum of requirements. The applicants were then graded on six criteria: DC assets under management; DC plan growth rate; specialization in DC plans; years of experience; advanced industry credentials; and compliance record. There are no fees or other considerations required of advisers who apply for the FT 401.

This is the fourth annual FT 401 list, produced independently by the Financial Times in collaboration with Ignites Research, a subsidiary of the FT that provides business intelligence on the asset management industry.

The complete list of advisors can be viewed on the Financial Times website, available 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.

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