Notable Accolades

 FT_401_Advisers_Logo_2018-2i  Planadvisor 2019 Top 100 Retirement Plan Advisers 2018_NAPA_TopDCTeams_Over 2019-_BPtW-color-Horizontal_cropped
The Financial Times recognized Multnomah Group on its 2015, 2016, 2017, and 2018 "Top 401 Retirement Plan Advisers" list, which reflects each advisor's performance in six primary areas.*  Multnomah Group has been included on PLANADVISER's "Top 100 Retirement Plan Advisers" 2014-2019. It is an annual listing of the retirement plan advisors and advisor teams 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 and 2018. This list highlights the nation’s leading retirement plan advisor firms. Multnomah Group is placed fourth out of more than 200 advisors included on the list, ranked by total DC plan assets supported.***  Multnomah Group has been recognized as a 2019 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 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 was listed in the "Large Team" segment based on the number of advisors/staff and the assets under advisement. To learn more about the qualifications for the recognition, including a full listing of award recipients go to: https://www.planadviser.com/awards/top-100/#!/2019/List-By-Category. ***There is no charge to be included in the NAPA Top DC Advisor Teams listing. To be included, all data was self-submitted and detailed as of 12/31/2017. To view the full list of NAPA’s Top DC Advisor Teams, go to https://www.napa-net.org/industry-lists/top-dc-advisor-teams/.  ****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. The list is a first of its kind for the financial advice industry. To learn more about the InvestmentNews 2019 75 Best Places to Work for Financial Advisers, please go to InvestmentNews.com/BestPlaces.