Handler Investment Consulting Group of Raymond James
Our Firm in the Press

The PLANADVISER Top 100 Advisers

FEATURED IN
Forbes Magazine
Helping Plan Participants Retire With Dignity

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Top Financial Advisers 2016

Retirement Plan Adviser Large Team of the Year Finalist

Comprehensive client support personally delivered

There are behemoth players in the retirement plan category where your needs and requests are often delegated to some unfamiliar staffer in a satellite office. We take the converse approach. While we possess the depth and breadth of experience you seek, we are more personal and boutique-sized by design. When you hire HICG, the senior-level people you have met initially are the same individuals who help you manage your plan on a daily basis. The rapport and relationship we have with you means we are always there when you need us, and even proactively respond to what these needs will be.

Contact our Office

9595 Wilshire Blvd. // Suite 300 // Beverly Hills, CA 90212 // T 310.285.4503 // TF 844.234.4015 // F 310.285.4545 // Map and Directions  

The PLANADVISER Top 100 Advisers is an annual listing of the retirement plan advisers and adviser teams that stand out in the industry in terms of a series of quantitative measures such as qualified plan assets under advisement (AUA) as well as the number of plans under advisement. We also call attention to those who have more than 20% of their practice focused on 403(b) plans, 457 plans, defined benefit (DB) plans or nonqualified plans.

Individuals had to have 65 or more plans or at least $500 million in AUA; teams needed to advise at least $1.5 billion in assets or a minimum of 125 plans; and multi-office teams needed to oversee $2.5 billion in plan assets or 200 or more plans.

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