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NAPA Announces Top Retirement Plan Advisors Under 40

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The National Association of Plan Advisors (NAPA), which represents broker-dealers and RIAs that work with retirement plans, has released its latest list of Top Retirement Plan Advisors Under 40.

The 100 individual advisors included were chosen from more than 500 nominees put forth by firms and vetted by a panel of senior advisor industry experts based on quantitative and qualitative data including assets overseen and plan revenues.

“These ‘Young Guns’ are widely seen as the future — and in a growing number of cases current — leaders of the retirement plan advisor industry,” according to a statement from NAPA.

“It’s so important to the health of our industry that we recognize the talented leaders coming up today,” said Wayne Bloom, CEO of Commonwealth Financial Network, in a statement applauding the three Commonwealth advisors named to the top 100 list.

“By working with retirement plans, these advisors can have big impact across a broad spectrum of  individuals,” Nevin Adams, NAPA’s chief content officer and editor-in-chief of NAPA-Net, told ThinkAdvisor. “They are interested in helping people prepare for retirement and working with employers.” 

Adams added that the “preponderance” of the top 100 retirement plan advisors found their way into retirement plan business via” accidental paths. “Most didn’t start out thinking work with retirement plans.”

The advisors included in NAPA’s top 100 list work for wirehouse broker-dealers, independent BDs and RIAs. A little over one-third have more than $1 billion in assets under administration while 46% oversee between $250 million and $1 billion in assets, according to Adams.

Among the affiliations most frequently cited in the top retirement advisor list are Merrill Lynch, Morgan Stanley, LPL/GRP, Kestra/NPF Retirement, Resource Investment Advisors and Pensionmark Financial Group.

NAPA is an affiliated organization of the American Retirement Association committed to enhancing retirement security in America, which is its core purpose.

Check out the list here.


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