{"id":21401,"date":"2025-03-18T11:28:49","date_gmt":"2025-03-18T15:28:49","guid":{"rendered":"https:\/\/www.rbcwealthmanagement.com\/en-us\/?post_type=rbcwm_newsroom&#038;p=21401"},"modified":"2025-04-07T17:35:54","modified_gmt":"2025-04-07T21:35:54","slug":"napa-recognizes-rbc-wealth-management-and-11-financial-advisor-teams","status":"publish","type":"rbcwm_newsroom","link":"https:\/\/www.rbcwealthmanagement.com\/en-us\/newsroom\/2025-03-18\/napa-recognizes-rbc-wealth-management-and-11-financial-advisor-teams","title":{"rendered":"NAPA recognizes RBC Wealth Management and 11 financial advisor teams"},"content":{"rendered":"\n<p><strong>MINNEAPOLIS (March 18, 2025)<\/strong>\u2014The National Association of Plan Advisors (NAPA) has named 11 teams from RBC Wealth Management to its \u201cTop Defined Contribution (DC) Advisor Teams\u201d list, and also named RBC Wealth Management to its \u201cTop DC Advisor Multi-Office Firms\u201d list for 2025.<\/p>\n\n\n\n<p>The \u201cTop DC Advisor Teams\u201d list recognizes leading retirement plan advisory teams\u2013defined as operating from a single physical location\u2013with over $100 million in assets under administration related to their defined contribution (DC) practice. The multi-office list highlights firms with more than one physical location with more than $1 billion in DC assets under advisement.<\/p>\n\n\n\n<p>\u201cWe are honored to have our advisor teams recognized on NAPA\u2019s \u2018Top Defined Contribution (DC) Advisor Teams\u2019 list,\u201d said Michael Armstrong, CEO of RBC Wealth Management\u2013U.S. \u201cThis distinction reflects their deep expertise in retirement planning and their unwavering commitment to clients.\u201d<\/p>\n\n\n\n<p>RBC Wealth Management teams named as 2025 Top DC Advisor Teams by NAPA:<\/p>\n\n\n\n<div class=\"wp-block-rbcwm-columns container\"><div class=\"row blockId-58f08b04-ef42-4cdb-a36c-c37611db1eba\">\n<div class=\"wp-block-rbcwm-column col-lg-6\">\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/us.rbcwealthmanagement.com\/aidwealthsolutionsgroup\" class=\"link-external\" target=\"_blank\" rel=\"noreferrer noopener\">AID Wealth Solutions Group (Nashville, TN)<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/us.rbcwealthmanagement.com\/bosartwmg\/\" class=\"link-external\" target=\"_blank\" rel=\"noreferrer noopener\">Bosart Wealth Management Group (Bloomfield Hills, MI)<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/us.rbcwealthmanagement.com\/falbaumcrowleyinvestmentgroup\/\" class=\"link-external\" target=\"_blank\" rel=\"noreferrer noopener\">Falbaum Crowley Investment Group (Tucson, AZ)<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/us.rbcwealthmanagement.com\/kieckhaeferwmg\/\" class=\"link-external\" target=\"_blank\" rel=\"noreferrer noopener\">Kieckhaefer Wealth Management Group (Delafield, WI)<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/us.rbcwealthmanagement.com\/thelacrossteam\/\" class=\"link-external\" target=\"_blank\" rel=\"noreferrer noopener\">LaCross Diller Team (Albuquerque, NM)<\/a><\/li>\n<\/ul>\n<\/div>\n\n\n\n<div class=\"wp-block-rbcwm-column col-lg-6\">\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/us.rbcwealthmanagement.com\/princetonfinancialpartners\/\" class=\"link-external\" target=\"_blank\" rel=\"noreferrer noopener\">Princeton Financial Partners (Princeton, NJ)<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/us.rbcwealthmanagement.com\/retirementplanadvisors\/\" class=\"link-external\" target=\"_blank\" rel=\"noreferrer noopener\">Retirement Plan Advisors (Seattle, WA)<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/us.rbcwealthmanagement.com\/thecliftgroup\/\" class=\"link-external\" target=\"_blank\" rel=\"noreferrer noopener\">The Clift Group (Dallas, TX)<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/us.rbcwealthmanagement.com\/diminoseewald\/\" class=\"link-external\" target=\"_blank\" rel=\"noreferrer noopener\">The Dimino-Seewald Group (Red Bank, NJ)<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/us.rbcwealthmanagement.com\/thelynnvestgroup\/\" class=\"link-external\" target=\"_blank\" rel=\"noreferrer noopener\">The Lynnvest Group (Beverly Hills, CA)<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/us.rbcwealthmanagement.com\/promuswealth\/\" class=\"link-external\" target=\"_blank\" rel=\"noreferrer noopener\">The Promus Wealth Management Group (Indianapolis, IN)<\/a><\/li>\n<\/ul>\n<\/div>\n<\/div><\/div>\n\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-about-rbc-wealth-management-u-s\"><strong>About RBC Wealth Management\u2013U.S.<\/strong><\/h3>\n\n\n\n<p>Founded in 1909, RBC Wealth Management delivers trusted advice and world-class wealth solutions to individuals, families and institutions. A subsidiary of Royal Bank of Canada (RBC), it is one of the largest full-service wealth management firms in the U.S., supporting the complex needs of high-net-worth and institutional clients by providing access to private banking, credit, investment management, asset management and other services. In the United States, RBC Wealth Management had $667 billion in total client assets (as of January 31, 2025) with more than 2,200 financial advisors operating from 192 locations in 42 states. RBC Wealth Management, a division of RBC Capital Markets, LLC, registered investment adviser and Member NYSE\/FINRA\/SIPC. Learn more at <a href=\"https:\/\/www.rbcwealthmanagement.com\/\">rbcwm.com<\/a>.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-media-contact\"><strong>Media contact<\/strong><\/h4>\n\n\n\n<p><strong>Kris Herberg<\/strong>, Director, Communications, RBC Wealth Management, <span style=\"white-space:no-wrap\">612-371-2987<\/span> <a href=\"mailto:kris.herberg@rbc.com\">kris.herberg@rbc.com<\/a><\/p>\n\n\n\n<div class=\"wp-block-rbcwm-disclaimer\"><hr class=\"bdr-warm-grey bdr-size-2 my-0 rbc-block-spacer-t\"\/><div class=\"my-1\"><div class=\"disclaimer\">\n<p><em>The 2025 National Association of Plan Advisors\u2019 Top DC Advisor Teams award was announced March 2025. Data as of 12\/31\/2024. The award recognizes retirement plan advisor teams with at least $100 million in defined contribution assets under advisement. This award does not evaluate the quality of services provided to clients and is not indicative of the advisor\u2019s future performance. The financial advisor does not pay a fee to be considered for or to receive this award.<\/em><\/p>\n\n\n\n<p><em>The 2025 National Association of Plan Advisors\u2019 Top DC Advisor Multi-Office Firms listing was announced March 2025. Data as of 12\/31\/2024. The list recognizes retirement plan advisor firms with multiple office locations and at least $1 billion in defined contribution assets under advisement. It does not evaluate the quality of services provided to clients and is not indicative of the advisor\u2019s future performance. The firm does not pay a fee to be considered for or to receive this recognition.<\/em><em><em><em>.<\/em><\/em><\/em><\/p>\n<\/div><\/div><hr class=\"my-0\"\/><\/div>\n","protected":false},"excerpt":{"rendered":"<p>MINNEAPOLIS (March 18, 2025)\u2014The National Association of Plan Advisors (NAPA) has named 11 teams from RBC Wealth Management to its \u201cTop Defined Contribution (DC) Advisor Teams\u201d list, and also named RBC Wealth Management to its \u201cTop DC Advisor Multi-Office Firms\u201d list for 2025. The \u201cTop DC Advisor Teams\u201d list recognizes leading retirement plan advisory teams\u2013defined [&hellip;]<\/p>\n","protected":false},"author":15,"featured_media":0,"template":"","meta":{"_acf_changed":false,"editor_notices":[],"rbc_url_alias":"","footnotes":""},"rbcwm_solution":[],"rbcwm_newsroom_category":[47],"class_list":["post-21401","rbcwm_newsroom","type-rbcwm_newsroom","status-publish","hentry","rbcwm_newsroom_category-awards-and-recognition"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v24.8 (Yoast SEO v26.8) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>NAPA recognizes RBC Wealth Management and 11 financial advisor teams - RBC Wealth Management<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.rbcwealthmanagement.com\/en-us\/newsroom\/2025-03-18\/napa-recognizes-rbc-wealth-management-and-11-financial-advisor-teams\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"NAPA recognizes RBC Wealth Management and 11 financial advisor teams\" \/>\n<meta property=\"og:description\" content=\"MINNEAPOLIS (March 18, 2025)\u2014The National Association of Plan Advisors (NAPA) has named 11 teams from RBC Wealth Management to its \u201cTop Defined Contribution (DC) Advisor Teams\u201d list, and also named RBC Wealth Management to its \u201cTop DC Advisor Multi-Office Firms\u201d list for 2025. 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