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An affiliate organization of the American Retirement Association, the National Association of Plan Advisors’ (NAPA) is an advocacy group for retirement industry professionals. Since 2017, NAPA’s list of Top DC Advisor Teams has listed the most prominent retirement plan advisors in the United States.
Lawley Retirement Advisors continuously ranks on this yearly list, ranking in the top 30% in 2024.
The 2024 NAPA’s list of Top DC Advisor Teams contains a record 452 teams and continues to guide nearly $2 trillion in defined contribution plan assets belonging to almost 47,000 plans covering more than 21 million participants. The teams listed are located in 43 states, including the District of Columbia, and have more than $100 million in AUA, based on self-reported assets under advisement as of Dec. 31, 2023.
“Lawley Retirement Advisors is proud to be recognized by the National Association of Plan Advisors’ (NAPA) as one of the nation’s top defined contribution (DC) Advisor Teams. Our team is passionate about providing comprehensive retirement plan services to plan sponsors and participants, with the ultimate goal of ensuring successful retirement income outcomes. We continue to hone our craft, and bring new ideas and solutions to our clients in an ever changing retirement plan landscape,” Todd M. Tevens, AIF, CPFA, Managing Director, Lawley Retirement Advisors
Click here to view the complete listing of the Top DC Advisor Teams for 2024.
About Lawley Retirement Advisors
Formed in 2011, Lawley Retirement Advisors provides independent investment advice and financial counsel to a diverse client base. The team currently has five advisors that work with clients on consulting, employee engagement, guidance, and support in navigating the complexities of retirement plans.
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.
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As managing director, Todd leads the Lawley Retirement Advisors team and oversees retirement planning, customized investment, and relationship management.