Conrad Siegel Named One of Nation’s Top DC Advisor Teams in 2025

March 26, 2025 – Conrad Siegel 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 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. This is the fourth consecutive year Conrad Siegel has received this honor.

“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 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.”

The list of Top DC Advisor Teams is available on NAPA’s website.

Conrad Siegel’s investment team continues to experience growth while receiving national recognition for both its retirement plan and wealth management services.

Third-party rankings and recognition from rating services or publications 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. These ratings should not be construed as an endorsement of the advisor or by any client nor are they representative of any one client’s evaluation. Generally, ratings, rankings and recognition are based on information prepared and submitted by the advisor. Unless otherwise noted no fee was paid for consideration of any ranking or award. A more thorough disclosure of the criteria used in making these rankings is attached or is available below.

Established in 2017, nominees had to be individual advisor team/offices with a defined contribution book of business, in a single physical location. To be considered, firms had to submit responses to an application form, including information about their practices, notably their defined contribution (DC) assets under advisement. The list is created and conducted by the National Association of Plan Advisors, an affiliate organization of the American Retirement Association, a non-profit association. No fee is charged to participate.