The National Association of Plan Advisors (NAPA) has published its list of top defined contribution (DC) Advisor Teams which is a compilation of leading individual advisor firms, or teams, ranked by DC assets under advisement. intellicents was ranked on the list of multi-office firms for the 2nd year in a row.
NAPA-Net, which compiled the listing, stated, "...advisors are having a huge impact every single day, not only on the quality of retirement plan advice, but in building a more financially secure retirement for millions of Americans."
intellicents is not affiliated with National Association of Plan Advisors. intellicents did not pay to be included in the survey—which is based on purely quantitative measures of total assets and discretionary assets under management as of 12/31/17.