hear what all the talk is about
intellicents named to 2022 list of Top DC Advisor Multi-office Firms
March 29, 2023
ARLINGTON, VA - 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 10 office locations* and serves over 350 employers, with 51,000 participants, and over $4.5 billion in retirement assets under advisement.
“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.”
2022 has been another 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. Market performance may have deflated many of these firms’ assets from a year ago, but intellicents has once again grown their office locations and employers + employees served. “It’s not just about the numbers—but the reality is that these 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,” commented Adams.
“We continue down the path of over-serving the Underserved to make financial dreams real, but with that mission comes the need for continuous growth in both our team and locations,” emphasized Brad Arends, Co-Founder + CEO of intellicents. “With an expanding platform of technology and people solutions, our goal is to expand our reach to engage the American worker across the country by making financial planning the next big thing in employee benefits.”
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 here.
intellicents is reimagining financial services for employers and individuals. Through fiduciary retirement plan services for plan sponsors and participants, personal financial management, corporate financial wellness – planning services, and group insurance consulting they are paving a smarter way for the American worker and their employer.
With headquarters in Eden Prairie, Minnesota*, and branch offices in Albert Lea, MN; Pella and Lake Mills, Iowa; Overland Park and Lawrence, Kansas; Tacoma, Washington; Golden, Colorado; Southlake, Texas; and Cleveland, OH, they serve over 350 employers, with over 51,000 participants, and over $4.5 billion in retirement and another $1 billion in personal financial planning assets under management and advisement. More information about intellicents can be found at www.intellicents.com.
* Eden Prairie, MN branch office is by appointment only.
About the National Association of Plan Advisors
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.