April 11, 2024

Buckingham Strategic Wealth Named to List of Nation’s Top DC Advisor Teams

St. Louis, MO— Buckingham Strategic Wealth has been named to the National Association of Plan Advisors’ (NAPA) list of the nation’s top defined contribution (DC) Advisor Teams with Assets under Advisement of $100 Million.

Unlike other lists, this focuses on individual firms, or what may, in a wirehouse 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 features a record number of teams (452)—which oversees nearly $2 trillion in defined contribution plan assets belonging to more than 47,000 plans covering nearly 21 million participants. This year’s teams represented 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/napa-top-dc-advisor-teams-2024.

About Buckingham Strategic Wealth

Buckingham Strategic Wealth, LLC is an SEC registered investment advisor providing an extensive range of fiduciary financial advisory services that support individuals, families, nonprofits and other organizations. With a passion to progress, serve and do the right thing for clients at all times, Buckingham Strategic Wealth helps to fulfill their clients’ financial dreams using the organization’s proprietary Design | Build | Protect® methodology and an array of data-driven investment and planning strategies.

Headquartered in St. Louis, MO, Buckingham Strategic Wealth has over 50 offices in 27 states. As of December 31, 2023, the firm managed $28.31 billion in regulatory assets under management or administration. For more information, visit buckinghamstrategicwealth.com.

About the National Association of Plan Advisors

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.

Third-party rankings and recognition from rating services are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. Rating should not be considered an endorsement of the advisor by an client nor are they representative of any client’s evaluation.

The NAPA Top Defined Contribution (DC) Advisor Team is an independent listing of advisors overseeing defined contributions produced annually by the National Association Plan Advisors’ (NAPA). The NAPA rankings are based on surveyed information including assets under management, team members, number of plan and plan participants as of 12/31/23. The survey results are compiled by NAPA. The ranking does not consider portfolio performance when evaluating firms for the rankings. Neither Buckingham Strategic Wealth nor any of the employees pay a fee to NAPA in exchange for inclusion in the rankings.

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The opinions expressed by featured authors are their own and may not accurately reflect those of Buckingham Strategic Wealth. This article is for general information only and is not intended to serve as specific financial, accounting, legal, or tax advice. R-24-7093

© 2024, Buckingham Strategic Wealth



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