Strategic Named One of Nation’s Top DC Advisor Teams
Utica, NY — April 1, 2026 – Strategic Financial Services has been named to the National Association of Plan Advisors’ (NAPA) list of the nation’s top defined contribution (DC) Advisor Teams with assets under advisement of at least $100 million. 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 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 373 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.”
“We’re honored to once again be recognized as a NAPA Top Defined Contribution Advisor Team,” said Greg Tedone, CPFA, QKA®, Head of Retirement Plans at Strategic Financial Services. “This recognition reflects our team’s ongoing dedication to excellence in serving retirement plan sponsors and participants, and our continued commitment to raising the bar in 401(k) and 403(b) retirement plan consulting.”
The list of NAPA’s Top DC Advisor Teams, which will be published in the summer issue of NAPA Net, the Magazine, is available online at https://www.napa-net.org/industry-content/accolades-home/napa-accolades-topdcadvisor-teams/napa-top-dc-advisor-teams-2026/.
About Strategic Financial Services
In business since 1979, Strategic has a team of over 40 wealth management and retirement plan professionals, servicing more than 1,400 clients and managing more than $2.8 billion in assets. Areas of focus include Investment Management, Financial Planning, and Corporate Retirement Plans.
Strategic is an established independent wealth management firm serving clients across New York State and the northeastern United States, with offices in Utica, Rochester, Syracuse, Rome, Little Falls, and West Palm Beach, FL.
About the National Association of Plan Advisors (NAPA)
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.
Disclosure:
The NAPA Top DC Advisor Teams list recognizes defined contribution advisor teams that self-report DC assets under advisement of at least $100 million as of December 31, 2025. Teams are ranked by self-reported AUA; inclusion is not based on qualitative evaluation or performance criteria. The 2026 list, published in March 2026, included 373 teams. No fee was paid to participate in or be included on this list. Strategic Financial Services is a paid member of NAPA. This recognition does not constitute an endorsement of Strategic Financial Services by NAPA or the American Retirement Association and is not indicative of future performance or investment success. For more information on the selection methodology, visit napa-net.org.
