The National Association of Plan Advisors (“NAPA”) has named Curi RMB Capital to its 2025 Top DC Advisor Multi-Office Firms list. The list recognizes the nation’s leading retirement plan advisory firms with multiple office locations and over $1 billion in assets under advisement (“AUA”).
"Being recognized as one of the nation’s top retirement plan advisory firms reflects our team's dedication to a holistic and accessible approach to retirement solutions," said Caleb Sanderson, Curi RMB Capital Senior Retirement Plan Advisor. “We’re proud of how swiftly our teams have integrated to better serve clients following last year’s merger."
According to NAPA, the award is based on self-reported defined contribution (“DC”) assets under advisement as of December 31, 2024. The 42 firms recognized in this year’s seventh-annual list manage a combined total of over $2.5 trillion in American DC retirement plan assets.
Curi RMB Capital’s Retirement Plan Solutions team manages over $2.6 billion dollars in DC assets as a co-fiduciary. To learn more about Curi RMB Capital and its retirement plan services, please visit curicapital.com/retirement-plan-solutions/about.
“We work closely with clients to help optimize their plans for success and provide employees with the educational resources they need to reach their retirement goals,” said James Rosselle, Curi RMB Capital Senior Retirement Plan Advisor.
Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor or by any client nor are they representative of any one client’s evaluation. Generally, ratings, rankings and recognition are based on information prepared and submitted by the advisor. The firm did not pay any specific fees to be included in the award contest/competition, but we do pay a fee in order to be included in their database.
