Consulting & Advisory Services

Handler Investment Consulting Group Named Top DC Advisor Team

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
T: 310-285-4503
www.handlerinvestmentconsultinggroup.com

Raymond James & Associates, Inc., member New York Stock Exchange/SIPC

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