Cadence Financial Management Named in 2025 Top DC Advisor Teams

Cadence Financial Management was recognized as a 2025 Top DC Advisor Team.

Published by NAPA:

“The NAPA Top DC Advisor Team list highlights the nation’s leading retirement plan advisor firms. Unlike other lists, this focuses on teams, broadly defined as being in a single physical location, and having at least $100 million in DC assets under advisement. It is based on self-reported assets under advisement as of December 31, 2024, unless otherwise noted.

We appreciate the commitment and hard work of the teams acknowledged – and are proud to have the opportunity to share it here..”

See the full list here: https://www.napa-net.org/industry-content/accolades-home/napa-accolades-topdcadvisor-teams/napa-topdcadvisorteams---2025/

2025 Top DC Advisor Teams, published on 03/20/2025 by the National Association of Plan Advisors (NAPA), is issued to teams defined as being at a single physical location and having at least $100 million in self-reported defined contribution (DC) plan assets under advisement (AUA) as of 12/31/2024. AUA is defined as the total value of DC plan assets on which the advisor team provides guidance and receives a fee or commission. These assets are generally held away at 3rd party plan providers. AUA is not to be confused with Regulatory Assets Under Management (“AUM”) as defined by the Securities and Exchange Commission. The award is not an endorsement or indicative of the future performance of the financial adviser. MML Investors Services, a MassMutual subsidiary, is a member firm and pays an annual fee to maintain its membership. MassMutual is not involved in the nomination or final selection process. A fee was not paid for consideration. For more information, visit www.napa-net.org. CRN202803-8401504