Handler Investment Consulting Group of Raymond James Has Been Named as One of the Nation's Top DC Advisor Teams
The Handler Investment Consulting Group of Raymond James has been named to the prestigious National Association of Plan Advisors' (NAPA) list of the nation's top defined contribution (DC) Advisor Teams with assets under advisement of at least $100 million.
Unlike other lists, this focuses on individual firms, or what may, in a warehouse environment, be referred to as a team or office, and the assets under advisement related to their defined contribution (DC) practice, specifically in a single physical location.
The inaugural list was published in 2017.
"Since their inception, NAPA's various industry lists represent the best of what the retirement plan industry has to offer, setting the bar higher for financial professionals and plan advisors specifically," said John Sullivan, Chief Content Officer of the American Retirement Association, and Editor-in-Chief of NAPA-Net, the nation's leading online resource for retirement plan advisors. "The NAPA Top DC Advisor Teams are ranked by self-reported DC assets under advisement and highlight the positive impact they're making on the nation's private retirement system."
This year's list featured 431 teams representing 43 states and the District of Columbia.
Sullivan added, "As the nation's voice for retirement plan advisors, we are once again pleased to highlight the contributions and commitment of these teams."
The list of NAPA's Top DC Advisor Teams, which will be published in the Spring issue of NAPA Net, the Magazine, is available online at https://www.napa-net.org/industry- content/accolades-home/napa-accolades-topdcadvisor-teams/napa- topdcadvisorteams---2025/.
9595 Wilshire Blvd., Suite 801 | Beverly Hills, CA 90212
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www.handlerinvestmentconsultinggroup.com
Raymond James & Associates, Inc., member New York Stock Exchange/SIPC
About the National Association of Plan Advisors (NAPA)
The National Association of Plan Advisors was created by and for retirement plan advisors. Membership is also open to other retirement industry professionals who support the interests of plan advisors. NAPA is the only advocacy group exclusively focused on the issues that matter to retirement plan advisors. NAPA is part of the American Retirement Association, based in the Washington, D.C. area. More information about NAPA is available at napa-net.org.
NAPA Top DC Advisor Teams 2025
The list is created and conducted by the National Association of Plan Advisors (NAPA), an affiliate organization of the American Retirement Association, a non-profit association. Established in 2017, nominees had to be individual advisor team/offices with a defined contribution book of business. Winners are ranked based upon self-reported defined contribution Assets Under Advisement (AUA) as of 12/31/24. To be considered, nominees had to submit responses to an application form, including information about their practices, notably their defined contribution (DC) assets under advisement (minimum of 100million AUA). In 2024, there were approximately 450 submissions, and 431 were named to the list released on 3/18/2025. This ranking is not indicative of an advisor's future performance, it is not an endorsement, and may not be representative of an individual client's experience. This ranking is not based in any way on the individual's abilities in regard to providing investment advice or management. Neither Raymond James nor any of its financial advisors pay a fee in exchange for this ranking. Raymond James is not affiliated with NAPA or the American Retirement Association. Please see https://www.napa-net.org/news/2025/3/breaking-news-announcing-the-2025-napa-top-dc-advisor-teams/
Shortened disclosure:
The 2025 NAPA Top DC Advisor Teams by the National Association of Plan Advisors (NAPA) is based on self-reported defined contribution Assets Under Advisement (AUA) as of 12/31/24 and was released on 3/18/2025. 450 nominations were considered and 431 won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://bit.ly/4iXDGU0
View source version on businesswire.com: https://www.businesswire.com/news/home/20250926429289/en/
Tara Detanna-Rogers
310-285-4533