NAPA Firm Partners

NAPA’s mission – to further the interests of retirement plan advisors and those who support them – is supported by more than 140 institutional Firm Partners. Their support has helped make NAPA the fastest growing organization in the history of the retirement plan industry.

To learn about the benefits of becoming a NAPA Firm Partner, click here.

Broker-Dealer

AXA Equitable
Bank of America Merrill Lynch
Calton & Associates, Inc. 
Capital Analysts of the Midwest, Inc. (CAMI)
Cetera Financial Group
Commonwealth Financial Network
CoSource Financial Group, LLC
HighTower Advisors
LPL Financial
MassMutual Retirement Services
M Financial Group
Morgan Stanley
NFP Securities, Inc.
Pension Consultants, Inc.
Plexus Financial Services, LLC
Principal Financial Group
Raymond James
The Advisor Group
Transamerica
UBS Financial Services
VOYA Financial
Wells Fargo Advisors

 

RIA

401K GPS, LLC
Alliance Benefit Group North Central States
Blue Prairie Group
Cafaro Greenleaf
Cambridge Investment Research, Inc.
Calton & Associates, Inc. 
Cannon Capital Management Inc.
Capital Analysts of the Midwest, Inc. (CAMI)
CAPTRUST Financial Advisors
Clearview Group 
Cohen & Steers Capital Management
Compass Financial Partners
Cooney Financial Advisors
CoSource Financial Group, LLC
Deane Retirement Strategies, Inc.
Dice Financial Services Group
Direct Retirement Solutions
EagleView Advisors
EHD Advisory Services, Inc.
Fiducia Group, LLC
Fiduciary Advisors, LLC
Fiduciary Consulting Group at PSA 
Fiduciary Consulting Group, LLC
Global Retirement Partners
Gordon Asset Management, LLC
Greenspring Wealth Management
HighTower Advisors
Hutchinson Financial, Inc.
Institutional Investment Consulting
Karp Capital Management
(k)ornerstone 401k Services
LAMCO Advisory Services
Latus Group, Ltd.
LeafHouse Financial Advisors

M Financial Group
Maresh Yoshida 401k Group
Mariner Retirement Advisors
Mayflower Advisors, LLC
MCF Advisors
MillenniuM Investment & Retirement Advisors
Multnomah Group, Inc.
Nicklas Financial Companies
Pension Consultants, Inc.
Plexus Financial Services, LLC
Precept Advisory Group
Presidium Retirement Advisers
Principled Advisors
RBF Capital Management, Inc.
Retirement Fund Management
Retirement Resources Investment Corp.
RPS Retirement Plan Advisors
SageView Advisory Group
SaveDaily
Shea & McMurdie Financial
SLW Retirement Plan Advisors
Soltis Investment Advisors
Strategic Wealth Management
Tsukazaki & Associates, LLC
Vigilant Financial Partners
Wagner Financial

 

DCIO

AB
AIG VALIC
Allianz Global Investors Distributors
American Century Investments
American Funds
BlackRock
BMO Retirement Services
BNY Mellon Asset Management
Columbia Management
Eagle Asset Management
Eaton Vance
Empower Retirement
Federated Investors
Fidelity Investments
Franklin Templeton
Goldman Sachs Asset Management
Invesco
J.P. Morgan Asset Management
Jensen Investment Management
John Hancock Investments
Legg Mason
MFS Investment Management Company
Nationwide Financial
Neuberger Berman
Nuveen Investments
OppenheimerFunds
Parnassus Investments
PIMCO
Pioneer Investments
Principal Financial Group
Putnam Investments
RidgeWorth Investments
T. Rowe Price
Thornburg Investment Management
TIAA-CREF
Transamerica
VOYA Financial
WisdomTree Asset Management

Record Keeper

ADP Retirement Services
AIG VALIC
Alliance Benefit Group National
American Funds
Ameritas
Ascensus
Aspire Financial Services
BlueStar Retirement Services
BMO Retirement Services
BPAS
Charles Schwab & Co.
CUNA Mutual Retirement Solutions
Empower Retirement
Fidelity Investments
Guardian Retirement Solutions
InspiraFS
John Hancock Retirement Plan Services
July Business Services
Lincoln Financial Group
MassMutual Retirement Servicesclear
Milliman
Mutual of Omaha Retirement Services
Nationwide Financial
North American KTRADE Alliance
OneAmerica
Pai
Pentegra Retirement Services
Principal Financial Group
SaveDaily
T. Rowe Price
The Standard
TIAA-CREF
Transamerica
Vantage Benefits Administrators
Verisight
VOYA Financial

Other Firm Partners

401(k) Rekon
Albers Financial Services
American National Bank of Texas Trust
Ann Schleck & Co.
BenefitsLink.Com, Inc. / EmployeeBenefitsJobs.com
Boulevard R
BridgePoint Group, LLC
Burrmont Compliance Labs LLC
Cafaro Greenleaf
Center for Fiduciary Management / FiRM
Colonial Surety
Enterprise Iron FIS, Inc.
Envestnet Retirement Solutions
Ferenczy & Paul, LLP
Fiduciary Benchmarks
Galliard Capital Management
Gross Strategic Marketing
GROUPIRA
HealthView Services
Hearts & Wallets, LLC
iJoin Solutions, LLC
iMaximize Social Security
Integrated Retirement Initiatives

M Financial Group
Matrix Financial Solutions
Mesirow Financial
NAPLIA
Penchecks, Inc.
Pension Resource Institute, LLC
Retirement Learning Center
Retirement Revolution
RPSS
ShoeFitts Marketing
SunGard Wealth and Retirement Administration
The 401k Coach Program
TRAU
Trust Builders, Inc.
Unified Trust Company
vWise, Inc.
Wealth Management Systems, Inc.