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intellicents named to 2021 list of Top DC Advisor Multi-office Firms
intellicents has been named to the National Association of Plan Advisors’ list of the nation’s Top Defined Contribution (DC) Advisor Multi-Office Firms for another year in a row.
Unlike other lists, this focuses on firms that have more than one office/physical location and have an excess of $1 billion in DC assets under advisement. intellicents now has 9 office locations* and serves over 350 employers, with 49,000 participants, and over $4.5 billion in retirement assets under advisement. This list doesn’t just look at numbers – but advisors that 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.
“Since their inception, NAPA’s various industry lists have been a valuable Who’s Who of who matters in the world of retirement plans and retirement plan advisors,” noted Nevin Adams, 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. “This latest chapter – the NAPA Top DC Advisor Multi-Office Firms, ranked by self-reported DC assets under advisement – presents a compelling case for the positive impact on the nation’s private retirement system.”
2021 has been a busy year on the M&A front in the financial services industry, and that has produced some new names, and created some new combinations—and along the way, some reshuffling of the order from last year, with intellcents listed higher than any years before. “As the nation’s leading voice for retirement plan advisors, we are once again pleased to highlight the contributions and commitment of these teams,” noted Adams.
“It is so gratifying to witness a business plan actually come into fruition,” emphasized Brad Arends, Co-Founder and CEO of intellicents. “To experience our growth in offices, teammates, clients, and AUM, much of which is due to our emerging personal financial management division and its convergence with our legacy fiduciary retirement plan services, is truly a highlight of my career. A special thank you to our legacy staff for buying in and believing in the need to expand our service to include the entire financial well-being of the American worker, and then putting up with the disruption and sometimes chaos that change and implementing new ideas can bring to a firm. And thank you to our new teammates for placing your trust and confidence in intellicents and our just cause to over-serve the Underserved. And finally, I would like to thank our clients for loving your employees enough to recognize that they desperately needed our help to get their financial lives in order. Our job is not done. Next stop, a financial plan for every employee!”
The list of NAPA’s Top DC Advisor Multi-Office Firms, which will be published in the Spring issue of NAPA Net, the Magazine, is available online at https://bit.ly/topdcfirms2021.