Disclosures
The National Association of Plan Advisors is a non-profit professional society. RBC Wealth Management is not affiliated with The National Association of Plan Advisors.
This list 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, 2023.
The 2024 National Association of Plan Advisors’ Top DC Advisor Teams award was announced March 2024. Data as of 12/31/2023. 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’s future performance. The financial advisor does not pay a fee to be considered for or to receive this award.
The 2020 National Association of Plan Advisors’ Top DC Advisor Teams award was announced March 2020. Data as of 12/31/2019. 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’s future performance. The financial advisor does not pay a fee to be considered for or to receive this award.
The 2021 National Association of Plan Advisors’ Top DC Advisor Teams award was announced March 2021. Data as of 12/31/2020. 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’s future performance. The financial advisor does not pay a fee to be considered for or to receive this award.
The 2022 National Association of Plan Advisors’ Top DC Advisor Teams award was announced March 2023. Data as of 12/31/2022. 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’s future performance. The financial advisor does not pay a fee to be considered for or to receive this award.
Kevin Clift is currently registered to conduct business with residents of the following states: AL, AR, CA, CO, DE, FL, GA, LA, MD, MI, MO, MS, NM, NY, OH, OK, TX.
Kyle Clift, NMLS # 2573974 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.
Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.
Matt Sheldahl is currently registered to conduct business with residents of the following states: AL, AR, AZ, CA, CO, DE, FL, GA, IA, KS, LA, MD, MO, MS, NJ, NM, NY, OH, OK, PA, TX, VA.
Kyle Clift is currently registered to conduct business with residents of the following states: AL, AR, AZ, CA, CO, DE, FL, GA, IL, KS, LA, MD, MO, MS, NM, NY, OH, OK, TX.
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