Broker Check

For more than 40-years, our approach has always been consultative and rooted in trust.

Top DC Advisors

*OneGroup Retirement Advisors has been named one of The National Association of Plan Advisors (NAPA) Top DC (defined contribution) Advisor Teams for 2018, 2019, 2020, 2021, and 2022. This year’s list, which focuses on teams with at least $100 million in AUA, represents more than $1 trillion in DC assets under advisement. Significantly, those teams include more than 1500 advisors – and many more support personnel – working to help Americans prepare for a financially satisfying retirement in 40 states and Puerto Rico.  Recipients of this award are selected based solely on DC plan assets under advisement as reported directly by nominees.

*Mike Tisdell and Chuck Baracco received individual recognition by being named to NAPA’s 2020 list of Top Advisors under 40. Mike Tisdell was again named to this list in 2021 and 2022. The list is compiled based on nominations provided by NAPA Broker-Dealer/RIA Firm Partners. Nominations are vetted by a panel of senior advisor industry experts and evaluated based on a combination of quantitative and qualitative data. The individual named is widely regarded as future a leader within the retirement plan advisor industry.