As a registered investment advisory (RIA) firm, our expert team uses a proactive and collaborative approach that enhances financial results for organizations and individuals.
Our experienced fee-only consultants advise, based on decades of experience navigating market cycles, legislative changes, and regulatory regimes.
As a trusted advisor, our clients look to us to keep them ahead of the curve. We are at the forefront of industry trends and provide forward-thinking commentary and analysis.
PLANADVISER magazine honored our team for 2020 as a Top 100 Retirement Plan Adviser in the Large Teams segment based on $3.5 billion or more in retirement plan assets under advisement. In 2022, our team ranked 20th (according to asset value of defined contribution plans supported) in the National Association of Plan Advisors list of Top DC Advisor Teams with AUA (Assets Under Advisement) Over $100 Million. Nasdaq and EVERFI also recently honored ACG at the Financial Capability Innovation Awards recognizing our efforts to improve the financial capability of Americans through unique digital learning initiatives.
NAPA Top DC Advisor Teams. 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.
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