2026 Top Retirement Plan Advisers

PLANADVISER is pleased to reveal the 2026 PLANADVISER Top Retirement Plan Advisers.

This prestigious designation recognizes the top retirement plan advisers in the industry based on quantitative measures. To be listed, advisers were required to have either a minimum of 50 retirement plan clients or retirement plan assets under advisement of at least $400 million.

The 2026 Top Retirement Plan Advisers list contains 316 advisers who stand out for their service in all types of retirement plans. After meeting the minimum plan or asset count, advisers were highlighted if they have what is designated as a special focus in any particular plan type. This means advisers for whom at least 91% of their clients are 401(k) plan sponsors or more than 10% of their clients are 403(b), 457, nonqualified, DB, cash balance, SEP, SIMPLE or MEP/PEP plan clients.

Also highlighted this year are female advisers and those who are younger than 40.

We hope you enjoy browsing the list and the impressive group of advisers contained herein. The list can be sorted by category and by recognition type. Look for colleagues, look for competitors, and if you didn’t make it this year, we hope you can keep building your practice to join in 2027.

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