HUB Retirement and Wealth Management (formerly Washington Financial Group) has been named one of the 2022 NAPA Top DC Advisor Teams with assets under advisement over $100 million.
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. This latest chapter—the NAPA Top DC Advisor Teams with AUA Over $100 Million, ranked by self-reported DC assets under advisement—presents a compelling case for the impact on the nation’s private retirement system.
Despite the market turmoil in 2022, the record number (362) of teams on this year’s list continue to guide nearly $2 trillion in defined contribution plan assets belonging to more than 56,000 plans covering more than 23 million participants. Moreover, each team listed—and to be here they are all in a single physical location—has more than $100 million in AUA, based on self-reported assets under advisement as of Dec. 31, 2022 (unless otherwise noted). Those teams are in 41 different states and the District of Columbia, by the way.
Sure, we know it’s not just about the numbers—but the reality is that 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.
The list of top DC Advisor Teams can be viewed at https://www.napa-net.org/industry-intel/industry-lists/top-dc-advisor-teams-2022.
To be considered a 2022 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 12/31/2022). The complete list can be found here: https://www.napa-net.org/top-dc-advisor-teams-2022.
Securities offered through LPL Financial, member FINRA & SIPC. Investment advice offered through Global Retirement Partners, LLC, a registered investment advisor. Insurance services offered through HUB International. Global Retirement Partners, Washington Financial Group, HUB Retirement and Wealth Management and HUB International are separate and unaffiliated with LPL Financial. Washington Financial Group and HUB Retirement and Wealth Management are the approved names under which LPL Financial business is conducted.
