DH Consulting Group of Raymond James
Our Firm in the Press
The PLANADVISER Top 100 Advisers
Forbes Magazine
Helping Plan Participants Retire With Dignity

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Duly dedicated to both the business andpersonal side of your life

Gary Handler

Gary Handler, MBA, AIF®, C(k)P®
Managing Director
Senior Vice President, Investments
Senior Institutional Consultant


Gary Handler has been helping people retire with dignity for 25 years. He has been named one of Plan Sponsor Magazine’s “Top 100 Retirement Plan Advisers”* for 2014.

He is a Certified Behavioral Finance Analyst (CBFA), an Accredited Investment Fiduciary (AIF®), a Certified 401(k) Professional C(k)P™ and one of approximately just 75 advisors nationwide certified to perform behavioral finance plan audits for their clients.

He began his career in 1989 at Smith Barney. In 1991, Gary joined Oppenheimer & Company and specialized in retirement programs for major corporations around the country while also managing fixed income and equity portfolios for individual investors. In 2003, he joined RBC Dain Rauscher and formed the Handler Investment Consulting Team to facilitate the needs of corporate plan fiduciaries that have a direct responsibility for their company’s retirement programs. In 2007, Gary and his team joined UBS Financial Services in Encino, California. In 2014, he joined Raymond James.

Gary earned a bachelor’s degree in accounting and an MBA in entrepreneurship from the University of Southern California. In 2004, he earned the Accredited Investment Fiduciary (AIF®) professional designation from the University of Pittsburgh’s Graduate Center for Fiduciary Studies. In 2005, Gary earned the PLANSPONSOR Retirement Professional (PRP)™ designation from the PLANSPONSOR Institute. In 2011, he earned the Certified 401(k) Professional C(k)P™ designation from The Retirement Advisor University at the UCLA Anderson School of Management Executive Education.

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The "PLANADVISER Top 100 Retirement Plan Advisers" list is compiled from responses to the PLANADVISER Retirement Plan Adviser Survey. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. To become eligible for this quantitative listing, advisers must complete the annual PLANADVISER Retirement Plan Adviser Survey, fielded each September. A subsegment of the questions was used to determine eligibility for the Top 100. Categories in which advisers compete are determined by the number of advisers and the number of total employees (including support staff). We highlight the quantitative standouts according to the dollar value of qualified plan AUA as well as the number of plans under advisement. The award is not representative of any one client's experience, and is not an endorsement, and is not indicative of advisor's future performance. Raymond James is not affiliated with the Financial Times. 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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