This year, PLANADVISER followed up with advisers on the 2025 Top Retirement Plan Advisers listing to get to know them better.

With almost three times that of the No. 2 state, Hawaii offers the largest consumer AUM per active adviser at $917.5 million.

Notably, the defined contribution retirement plan sector is relatively unchanged by President Donald Trump’s key legislation.

The platform also provides services for private banks, alternative asset managers and private wealth advisers.

The request, made July 1, indicates the Department of Labor is preparing PEP-related reports, per provisions in the SECURE and SECURE 2.0 Acts.