The Financial Times 401 Top Retirement Advisors aims to provide a list of elite plan advisors in the U.S. who specialize in advising employers on their defined contribution (DC) plans. Those recognized meet strict criteria and the median DC plan assets of this year’s FT 401 was $800 million. Cetera is pleased to congratulate:
- Andrew Bush, Horizon Financial Group
- Michael E. Callahan, Edu4Retirement
- John A. Cunningham, Alliant Retirement Consulting
- Scott M. Danek, Equanimity Wealth Management
- Gregory J. Leone, Georgetown Financial Group
- Stephen A. Oliver, Manhattan Ridge Advisor
Jon Anderson, Cetera’s Head of Retirement Plan Solutions said, “This group of leaders is invested in more for their clients and this profession. They help employers enable workers to save for retirement and keep financial wellness top of mind. We’re thrilled to congratulate them and all Financial Times 401 Top Retirement Advisors award recipients.”
The FT 401 Top US Retirement Advisors is a list of professionals who specialize in advising US employers on their defined contribution (DC) plans. Applicants were required to advise on at least $75m in DC plan assets and have at least 20 percent of their client assets in DC plans. The top factors in the scoring are: DC assets under management (AUM), Growth rate in DC plan business -measured by changes in both DC plan clients and assets, Specialization in the DC business -measured by what percentage of the overall assets managed by the advisor are in DC plans and how that concentration has changed, Experience advising on DC plans -tracks years spent managing DC plan assets through different economic and market environments, Industry certifications, and Compliance record. Neither the brokerages nor the advisors pay a fee to the Financial Times in exchange for inclusion in the FT 401. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client.
More information and the full listing of featured advisors can be found here: FT 401
About Cetera Financial Group®
Cetera Financial Group (Cetera) is a leading financial advice firm. It empowers the delivery of an Advice-Centric Experience® to individuals, families and businesses across the country through independent financial advisors as well as trusted tax professionals and banks and credit unions. It’s headquartered at 200 N. Pacific Coast Highway, Suite 1200 El Segundo, CA 90245-5670.
Comprehensive services include: wealth management solutions, retirement plan solutions, advisory services, practice management support, innovative technology, marketing guidance, regulatory support, and market research.
"Cetera Financial Group" refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), Cetera Financial Specialists LLC, and First Allied Securities, Inc. All firms are members FINRA / SIPC.
Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.
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