Multnomah Group is excited to share that we have been named one of the 2018 PLANADVISER Top 100 Retirement Plan Advisers! This is the fifth consecutive year we have been included on the list[1]. The Top 100 Retirement Plan Advisers is an annual listing of advisor individuals and teams that stand out in the industry in terms of a series of quantitative measures. These include the dollar value of employer-sponsored retirement plan assets under administration (AUA), as well as the number of plans under advisement.
This year, we are recognized in two segments of the list, “Large Teams With $3.5 Billion or More in Retirement Plan Assets Under Advisement” and “Large Teams with 150 Retirement Plans or More Under Advisement.”
The Top 100 Retirement Plan Advisers is segmented into four groups based on the number of advisors and number of total employees including support staff: Individual advisors are one advisor with support staff; a small team comprises of two or more advisors and support staff, the total not exceeding 10; a large team is a group of 11 to 35 advisors and support staff; mega teams have 36 or more team members.
To qualify for a particular segment individuals needed a minimum of 100 plans or $950 million in retirement plan AUA; small teams had to advise at least $1.5 billion in retirement plan assets or 115 plans; large teams needed $3.5 billion or more in retirement plan AUA or 150 or more plans; and mega teams had to oversee at least $10 billion in retirement plan AUA or 300 plans.
To see the full list of 2018 PLANADVISER Top 100 Retirement Plan Advisers, click here.
Notes:
[1] Multnomah Group has been listed on the PLANADVISER Top 100 Retirement Plan Advisers in 2014, 2015, 2016, 2017, and 2018.
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.