TOP100 Advisors selected on quantitative factors, including plan assets and number of plans.
WhartonHill Advisors has received this award for the last 4 years: 2014, 2015, 2016, 2017
Financial Times Top 401 Retirement Advisors award recognizes financial advisors advising at least $50 million in defined contribution (DC) plan assets where DC plans represent at least 20% of total AUM. Graded on several criteria, including growth in DC plan assets, plan participation rates, experience and industry certifications, and compliance record.
Both Andrew DeGroat and John Wenz have received this award for the last 3 years: 2015, 2016, 2017
401k Wire Top 300 Most Influential Defined Contribution Advisors Award based on reader votes.
Andrew DeGroat received this recognition in both 2010 and 2011.