November 2021 – this list is released annually by the National Association of Plan Advisors (NAPA).
Established in 2014, this list – officially the NAPA Top Retirement Plan Advisors Under 40, a.k.a. “Aces” – is based on applications received from nominees designated by NAPA Broker-Dealer/RIA Firm Partners. Those applications are then vetted by a blue-ribbon panel of senior advisor industry experts based on a combination of quantitative and qualitative data submitted by the nominees, as well as a broker-check review. These “Aces” are widely seen as the future leaders of the retirement plan advisor industry.