Clearstead Named to 2024 NAPA Top DC Advisor Teams

We’re honored to share that Clearstead has been named to the 2024 NAPA Top DC Advisor Teams!* https://www.napa-net.org/napa-top-dc-advisor-teams-2024

This is the third year that Clearstead has been on the list.

*The National Association of Plan Advisors (NAPA) Top DC Advisor Teams list is an independent listing produced annually by NAPA. The data reported was as of 12/31/2022. The NAPA Top DC Advisor Teams list is based on self-reported data from RIA firms, regulatory disclosures and NAPA’s research. The listing is based on RIAs that provide services to defined contribution plans in the following primary areas: assets under advisement for DC plans supported, total number of DC plans supported, % of total firm revenue from DC plan support. This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. While Clearstead is a member of NAPA, neither participating RIA firms nor their employees pay a fee to NAPA in exchange for inclusion in the NAPA Top DC Advisor Teams list.