PA Top 100 $175M Individuals - $275M to $550M

Individuals with $175M or more in AUA

>$275M to $550M

 

Stephen S. Brown
Merrill Lynch Private Banking & Investment Group
Pittsford, New York 

Robert Hendrian
Merrill Lynch
Farmington Hills, Michigan 

Eric D. Kaufman
Lockton Investment Advisors
Los Angeles, California 

Tony Madera PRP logo
Gallagher Retirement Services
Clarks Summit, Pennsylvania 

James L. Worrell PRP logo
GPS Investment Advisors, LLC.
Providence, Rhode Island 

 

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PRP logo PLANSPONSOR Retirement ProfessionalTM  

Methodology: The advisers listed here are taken from entries for the 2011 PLANSPONSOR Retirement Plan Adviser and Adviser Team of the Year awards. Nominations were solicited online from retirement plan advisers, their employers and/or broker/dealers, and plan sponsors, as well as from working partners of these advisers, including investment vendors, accountants and attorneys, and pension administrators. Advisers who have attained the PRP logo PLANSPONSOR Retirement Professional (PRP) designation receive an automatic nomination. To enter the awards process, nominees must complete a form providing various details of their practice, including the details displayed here. These lists are based solely on quantitative factors, while the PLANSPONSOR Retirement Plan Adviser and Adviser Team of the Year awards consider both qualitative and quantitative factors, including factors not considered in determining the most successful lists. Due to the differences in evaluation factors, finalists for the PLANSPONSOR Retirement Plan Adviser and Adviser Team of the Year awards are not necessarily included on the “Top 100” listing.