Strategic Named 2025 Top DC Advisor Team
Utica, NY, March 20, 2025 – Strategic Financial Services, Inc. (“Strategic”), a leading independent wealth management firm based in Central New York, is pleased to announce that it has been named to the National Association of Plan Advisors’ list of the nation’s top defined contribution (DC) Advisor Teams with Assets under Advisement of at least $100 Million.
“We are honored to be recognized among the country’s top 401(k) advisors on NAPA’s Top DC Advisor list,” said Greg Tedone, Head of Retirement Plans and Senior Advisor at Strategic Financial Services. “Climbing higher on this prestigious list reflects our unwavering commitment to helping employers deliver exceptional retirement plans that drive better outcomes for their employees. We remain focused on bringing high-touch fiduciary guidance and innovative solutions to the organizations we serve,” added Tedone.
Unlike other lists, this focuses on individual firms—or what may, in a wirehouse environment, be referred to as a team or office—and the assets under advisement related to their defined contribution (DC) practice, specifically in a single physical location. The list is based on self-reported DC assets under advisement (AUA) as of year-end, and inclusion is not indicative of the team’s past or future investment performance.
The inaugural list was published in 2017.
“Since their inception, NAPA’s various industry lists represent the best of what the retirement plan industry has to offer, setting the bar higher for financial professionals and plan advisors specifically,” said John Sullivan, Chief Content Officer of the American Retirement Association, and Editor-in-Chief of NAPA-Net, the nation’s leading online resource for retirement plan advisors. “The NAPA Top DC Advisor Teams are ranked by self-reported DC assets under advisement and highlight the positive impact they’re making on the nation’s private retirement system.”
This year’s list featured 431 teams representing 43 states and the District of Columbia.
Sullivan added, “As the nation’s voice for retirement plan advisors, we are once again pleased to highlight the contributions and commitment of these teams.”
The list of NAPA’s Top DC Advisor Teams, which will be published in the Spring issue of NAPA Net, the Magazine, is available online at https://www.napa-net.org/industry-content/accolades-home/napa-accolades-topdcadvisor-teams/napa-topdcadvisorteams—2025/
For more information about Strategic Financial Services, Inc., please visit www.investstrategic.com.
About Strategic Financial Services
In business since 1979, Strategic has a team of over 37 wealth management and retirement plan professionals, servicing more than 1,200 clients and managing more than $2.3 billion in assets. Areas of focus include Investment Management, Financial Planning and Corporate Retirement Plans.
Headquartered in Utica, NY with satellite offices in Rochester, Syracuse, Rome, Litte Falls, and West Palm Beach, FL. Strategic is an established wealth management firm and regional leader in the investment industry. While successfully growing from established roots, it continues to expand its geographic footprint and influence across the northeast and throughout the United States.
About the National Association of Plan Advisors
The National Association of Plan Advisors was created by and for retirement plan advisors. Membership is also open to other retirement industry professionals who support the interests of plan advisors. NAPA is the only advocacy group exclusively focused on the issues that matter to retirement plan advisors. NAPA is part of the American Retirement Association, based in the Washington, D.C. area. More information about NAPA is available at napa-net.org.
