Notable Accolades

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NAPA - Top DC Advisor Teams - 2022 - Logo

 

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The Financial Times recognized our managing principal, Erik Daley, on the 2020 "Top 401 Retirement Advisers" list, which reflects each advisor's performance in six primary areas. This is the 5th consecutive year we have been included on this list.*  Multnomah Group has been included on PLANADVISER's "Top Retirement Plan Advisers" list 2014-2022. In 2022, we have five had five advisors make the list. It is an annual listing of the retirement plan advisors that standout in the industry in terms of a series of quantitative measures.**  Multnomah Group has  been included on the
NAPA Top DC Plan Advisor Teams list in 2017-2021. This list highlights the nation’s leading retirement plan advisor firms. Multnomah Group is placed 11th out of more than 300 advisors included on the list, ranked by total DC plan assets supported.***
 
Multnomah Group has been recognized as a 2019-2021 Best Places to Work for Financial Advisers by InvestmentNews
Multnomah Group was chosen as one the top-75 best places to work based on employer and employee surveys delving into everything from company culture, benefits, career paths, and more.
The National Association of Plan Advisors (NAPA) has recognized our consultant and director of vendor services, Hailey McLaughlin, on its 2020 Top Women Advisors Rising Stars list. Nominees were asked to respond to a series of questions, both quantitative and qualitative. Those questionnaires were then reviewed on an anonymized basis by a panel of judges.*****

 

*The Financial Times list reflects each advisor's performance in six primary categories, including DC assets under management, specialization in DC business, growth rate in DC plan business, years of experience advising DC plans, industry certifications, participation rate in DC plans advised, and compliance record. To learn more about the qualifications for this recognition, including where to find a full listing of the award recipients and information on the awarding organization, go to: http://blog.multnomahgroup.com/forward-thinking. **Multnomah Group has been included on PLANADVISER's "Top Retirement Plan Advisers" list 2014-2022. It is an annual listing of the retirement plan advisors that standout in the industry in terms of a series of quantitative measures. Multnomah Group had five advisors included on the list in 2022 (Hailey Fields, Erik Daley, Breion Rollins, David Williams, Brian Montanez). To learn more about the qualifications for the recognition, including a full listing of award recipients go to: https://www.planadviser.com/awards/2022-top-retirement-plan-advisers/?type=list&category=ALL ***Multnomah Group has been included on the NAPA Top DC Plan Advisor Teams list in 2017-2021. This list highlights the nation’s leading retirement plan advisor firms. Multnomah Group is placed 11th out of more than 300 advisors included on the list, ranked by total DC plan assets supported. There is no charge to be included in the NAPA Top DC Advisor Firm listing. To be included, all data was self-submitted and detailed as of 12/31/2020. To view the full list of NAPA’s Top DC Advisor Teams, https://www.napa-net.org/industry-intel/industry-lists/top-dc-advisor-teams-2021  ****InvestmentNews partnered with Best Companies Group, an independent research firm specializing in identifying great places to work, to compile the inaugural survey and recognition program. To learn more about the InvestmentNews 2020 75 Best Places to Work for Financial Advisers, please go to https://bestplacesforadvisers.com/. *****To learn more about NAPA's process and qualifications for this list, visit http://blog.multnomahgroup.com/forward-thinking.