NAPLES, FL— OneGroup Retirement Advisors has been named to the prestigious National Association of Plan Advisors’ (NAPA) list of the nation’s top defined contribution (DC) Advisor Teams with assets under advisement of at least $100 million.
Unlike other lists, this focuses on individual firms, or what may, in a wirehouse environment, be referred to as a team or office, and the assets under advisement related to their defined contribution (DC) practice, specifically in a single physical location.
The inaugural list was published in 2017.
“Since their inception, NAPA’s various industry lists represent the best of what the retirement plan industry has to offer, setting the bar higher for financial professionals and plan advisors specifically,” said John Sullivan, Chief Content Officer of the American Retirement Association, and Editor-in-Chief of NAPA-Net, the nation’s leading online resource for retirement plan advisors. “The NAPA Top DC Advisor Teams are ranked by self-reported DC assets under advisement and highlight the positive impact they’re making on the nation’s private retirement system.”
This year’s list featured 431 teams representing 43 states and the District of Columbia.
Sullivan added, “As the nation’s voice for retirement plan advisors, we are once again pleased to highlight the contributions and commitment of these teams.”
The list of NAPA’s Top DC Advisor Teams, which will be published in the Spring issue of NAPA Net, the Magazine, is available online at NAPA 2025.
About the National Association of Plan Advisors (NAPA)
The National Association of Plan Advisors was created by and for retirement plan advisors. Membership is also open to other retirement industry professionals who support the interests of plan advisors. NAPA is the only advocacy group exclusively focused on the issues that matter to retirement plan advisors. NAPA is part of the American Retirement Association, based in the Washington, D.C. area. More information about NAPA is available at napa-net.org.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer member FINRA/SIPC.
Insurance products are offered through LPL or its licensed affiliates. OneGroup Retirement Advisors and Community Bank are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using OneGroup Retirement Advisors, and may also be employees of Community Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Community Bank or OneGroup Retirement Advisors. Securities and insurances offered through LPL or its affiliates are:
Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value