Commonwealth Financial Network® Congratulates Honorees in Financial Times Top 401 Retirement Advisers List
Waltham, MA (September 15, 2016)—Commonwealth Financial Network® congratulates seven affiliated advisors on being named to the Financial Times Top 401 Retirement Advisers list for 2016. The second annual list, produced independently by the Financial Times in collaboration with Ignites Research, was published today in a special section of the newspaper’s U.S. edition, as well as on ft.com.
To compile this list, the Financial Times evaluated nominees* on seven broad factors and calculated a numeric score for each advisor. The areas of consideration were assets under management (AUM) in defined contribution (DC) plans, degree of specialization in DC plan advising, growth in DC plan AUM, average participation rate in advised DC plans, years of experience as a DC plan advisor, industry certifications, and compliance record. For the full methodology,** please visit ft.com.
Wayne Bloom, CEO of Commonwealth, said, “I extend my most sincere congratulations to each of our plan advisors honored on this list. These advisors are deeply committed to their clients and their practices, and they possess the integrity and drive that set them apart in the retirement plan industry. We are pleased to see these individuals recognized, and we will continue to provide the consultative support they need to successfully manage and accelerate their retirement businesses.”
The seven Commonwealth-affiliated advisors (representing seven offices) named to this list are:
- Alexander G. Assaley, III, AFS 401(k) Retirement Services, LLC, Bethesda, Maryland
- Timothy DiSette, Trinity Planning Group, LLC, Overland Park, Kansas
- Ryan Evans, Blueprint Wealth Advisors, LLC, Chicago, Illinois
- Trent Grinkmeyer, Grinkmeyer Leonard Financial, Birmingham, Alabama
- Jason Navarro, New England Wealth Management, LLC, Danvers, Massachusetts
- John Steiger, Wealth Planning Resources, LLC, Waltham, Massachusetts
- Peter Tsukazaki, Tsukazaki & Associates, LLC, Honolulu, Hawaii
About Commonwealth Financial Network
Founded in 1979, Commonwealth Financial Network, member FINRA/SIPC, is the nation’s largest privately held independent broker/dealer-RIA, with headquarters in Waltham, Massachusetts, and San Diego, California. The firm supports more than 1,650 independent advisors nationwide in serving their clients as registered representatives, investment adviser representatives, and registered investment advisers, as well as through hybrid service models. For more information, please visit www.commonwealth.com.
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*Approximately 540 qualified applications were received; 401 advisors were selected, representing 74.3 percent of applicants.
**Not indicative of advisor’ future performance. Your experience may vary.