The Top 100 Retirement Plan Advisers were selected for the list based on quantitative data, including the number of retirement plans under advisement and the value of qualified plan assets, as provided to the PLANADVISER Retirement Plan Adviser Survey by advisors and advisor firms. The top 100 were awarded among four categories: individuals, small teams, large teams and mega teams. Team sizes were determined by number of advisors and number of total employees, including support staff.
LPL Financial advisors and teams who were recognized include:
More than $900M in assets served
More than 110 plans
More than $900M in assets served and more than 110 plans
More than $1.8B in assets served
More than 125 plans
More than $4B in assets served
More than 180 plans
More than $4B in assets served and more than 180 plans
More than $12B in assets served
More than 250 Plans
“On behalf of LPL, I applaud these advisors and firms on being recognized by PLANADVISER for their contribution to the retirement plan industry,” said David Reich, LPL executive vice president and head of Retirement Partners, High Net Worth and The Private Trust Company. “The commitment these advisors have made to support their clients is invaluable work that helps plan participants work toward better retirement outcomes. We are a proud partner to these honorees and look forward to supporting their continued success.”
LPL Financial is a leading provider to independent retirement plan advisors. Advisors associated with LPL serviced an estimated 46,000 retirement plans with an estimated $127 billion in retirement plan assets, as of Dec. 31, 2016. LPL provides a dedicated team, tools and services to support advisors serving retirement plans.
LPL Financial, PLANADVISER and Advisor DBA firms are all separate entities.