WALTHAM, Mass.--(BUSINESS WIRE)--Commonwealth Financial Network® congratulates seven of its affiliated advisor offices on being named to the first-ever National Association of Plan Advisors (NAPA) Top DC Advisor Firms list.
The list, which ranks individual firms or teams of advisors by defined contribution (DC) assets under advisement,* was published on September 21, 2017, on napa-net-org.
Wayne Bloom, CEO of Commonwealth, said, “These firms are at the forefront in delivering full-service solutions—to retirement plans sponsors to help them manage their enormous and complex fiduciary responsibilities, as well as to plan participants to help them pursue the rewarding and dignified retirement they deserve. All of us at Commonwealth congratulate them and are grateful for the opportunity to support them in their retirement plan businesses.”
The seven Commonwealth-affiliated firms named to this list are:
- Grinkmeyer Leonard Financial, Birmingham, Alabama
- AFS 401(k) Retirement Services, Bethesda, Maryland
- Boulay Donnelly & Supovitz Consulting Group, Inc., Worcester, Massachusetts
- Infinitas Coordinated Wealth Counsel, Overland Park, Kansas
- Tsukazaki & Associates, LLC, Honolulu, Hawaii
- Element Financial Group, New York, New York
- Financial Technology, Inc., East Lansing, Michigan
About Commonwealth Financial Network
Founded in 1979, Commonwealth Financial Network, member FINRA/SIPC, is the nation’s largest privately held Registered Investment Adviser–independent broker/dealer, with headquarters in Waltham, Massachusetts, and San Diego, California. The firm supports 1,710 independent financial advisors nationwide. For more information, please visit www.commonwealth.com.
*The 2017 NAPA Top DC Advisor Firms list is a compilation of individual advisor firms, or teams, solely ranked by DC assets under advisement. Firms were asked to complete an application and provide information concerning their DC business to NAPA. Overall, 325 qualified firms were considered, of which 250 (77 percent of candidates) were recognized. This award is not indicative of the future performance of the firm or its advisors. Your experience may vary. For more information, please visit www.napa-net.org.