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The NAPA Top DC Advisor Team list highlights the nation’s leading retirement plan advisor firms. Sure, we know it’s not just about the numbers – but the reality is that NAPA members are having a huge impact every single day, not just on the quality of retirement plan advice, but also in building a more financially secure retirement for millions of Americans. Unlike other lists, this focuses on teams, broadly defined as being in a single physical location, and having at least $100 million in DC assets under advisement. It is based on self-reported assets under advisement as of the following dates unless otherwise noted.
Summit Group Retirement Planners, Inc. has been recognized as a NAPA Top DC Advisor Team for 2017, 2018, and 2019.
December 31, 2017
December 31, 2018
December 31, 2019
Established in 2014, this list - officially the NAPA Top Retirement Plan Advisors Under 40 (unofficially, our “young guns”) – this year has been rebranded as “Aces” - is based on applications received from nominees designated by NAPA Broker-Dealer/RIA Firm Partners. Those applications are vetted by a blue-ribbon panel of senior advisor industry experts based on a combination of quantitative and qualitative data submitted by the nominees, as well as a broker-check review. These “Aces “are widely seen as the future leaders of the retirement plan advisor industry.
Derek Fiorenza has been recognized as a Top 100 Retirement Plan Advisor Under 40 for the following years: 2015, 2017, 2018, 2019, and 2020.
NAPA "Young Guns" 2015: Top 100 Retirement Plan Advisors Under 40
NAPA "Young Guns" 2017: Top 100 Retirement Plan Advisors Under 40
NAPA "Young Guns" 2018: Top 100 Retirement Plan Advisors Under 40
NAPA "Young Guns" 2019: Top 100 Retirement Plan Advisors Under 40
NAPA "ACE" 2020: Top 100 Retirement Plan Advisors Under 40