WFG Named 2018 NAPA Top DC Advisor Team

Washington Financial Group has been named one of the 2018 NAPA Top DC Advisor Teams.

The teams list, ranked by self-reported DC assets under advisement, actually contains fewer teams than did our inaugural list, though we maintained the AUA threshold of $100 million. However – and doubtless the strong markets have played a factor – the total AUA of the firms on this list is more than double last year’s tally: nearly $630 billion in DC assets under advisement.

More significantly, those teams include more than 1200 advisors – and many more support personnel – working to help Americans prepare for a financially satisfying retirement.

The list of top DC Advisor Teams is online at https://www.napa-net.org/industry-lists/top-dc-advisor-teams/.

 

 


To be considered a 2018 NAPA Top DC Advisor Team, advisers had to submit an application form to NAPA-Net. The list focuses on investment advisory teams, rather than individual investment advisers, and on the defined contribution practice specifically. Teams are ranked based on Assets under Advisement (as of 12/31/2017). The complete list can be found here: https://www.napa-net.org/industry-lists/top-dc-advisor-teams/.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Global Retirement Partners, LLC (GRP) a registered investment advisor. GRP, LPL Financial, and Washington Financial Group are separate non-affiliated entities.

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