Handler Investment Consulting Group of Raymond James
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The PLANADVISER Top 100 Advisers

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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

Experience that is unsurpassed in the industry

There is simply no suitable substitute for experience. For more than a quarter-century, we have helped individuals, corporations, foundations and endowments pursue their organizational objectives through well-reasoned strategies and carefully considered financial counsel. We are intimately familiar with the important financial issues at hand and, most important, we know the strategies and solutions needed to address them.

8 consecutive years as a Top 100 Retirement Plan Adviser

– PLANSPONSOR Magazine, 2006-2014

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.

40 Most Influential Advisors in the Defined Contribution Industry.

– 401kWire, March 2010

This list is based on almost 3,000 nominations from the industry and our editorial staff. The final list was selected based on more than 120,000 reader votes as well as input from last year's Top 40 Advisors and from distributors working with the advisors, and an analysis of objective criteria including statistics about the advisors' practices gathered directly from the nominees.

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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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