HORAN's Retirement Planning Advisory team 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 over $100 million. This is the fifth time HORAN has been recognized by NAPA (2017, 2020, 2021, 2022 and 2023).
Despite the market turmoil in 2022, the record number (362) of teams on this year's list continues to guide nearly $2 trillion in defined contribution plan assets belonging to more than 56,000 plans covering more than 23 million participants. Located in 41 states and the District of Columbia, each team listed - and to be here they are all in a single physical location - has more than $100 million in Assets under Advisement, based on self-reported assets under advisement as of December 31, 2022.
The list of NAPA's Top DC Advisor Teams, which will be published in the summer issue of NAPA Net, the Magazine, is available online by clicking here.
About the National Association of Plan Advisors
The National Association of Plan Advisors (NAPA) 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 by visiting NAPA's website at napa-net.org.
For 75 years, HORAN has served as an independently owned trusted advisor providing dedicated service, support, and partnership in employee benefits and retirement plan consulting, wealth management and life insurance for estate and business planning. The company is headquartered in Kenwood, OH and operates regional offices in Columbus, Dayton, and Northern Kentucky. For more information, visit HORAN's website or on LinkedIn or Instagram.
HORAN® is the marketing name for the companies of HORAN. The companies of HORAN® are: Horan Associates, Inc., Horan Securities, Inc., member FINRA | SIPC (aka HORAN Wealth Management), Horan Capital Advisors, LLC, and Horan Smart Business, LLC. HORAN Wealth Management and HORAN Capital Advisors are, an SEC Registered Investment Advisors, Cincinnati, Ohio.