Notable Accolades



 Planadvisor 2019 Top 100 Retirement Plan Advisers Top DC Advisor Teams




The Financial Times recognized our managing principal, Erik Daley, and our principal, Brian Montanez on the 2019 "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 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 2017-2019. This list highlights the nation’s leading retirement plan advisor firms. Multnomah Group is placed seventh out of more than 250 advisors included on the list, ranked by total DC plan assets supported.***  Multnomah Group has been recognized as a 2019 and 2020 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: **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:!/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 12/31/2019. To view the full list of NAPA’s Top DC Advisor Teams, go to  ****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