Alera Group Financial Services Teams Recognized Among the Industry’s Best

Across Alera Group, our Financial Services teams continue to raise the bar for retirement plan advisory excellence. In 2026, that work was recognized by two of the industry’s most respected organizations — PLANADVISER and the National Association of Plan Advisors (NAPA). 

These honors reflect the depth of experience across our teams, the scale of our platform and the impact our advisers have on plan sponsors and participants nationwide.  

"Recognition like this doesn't happen by accident. It reflects the caliber of advisors we've built across Alera Group and the intentional way our teams show up for plan sponsors and participants every day. We've invested in building a platform where excellence can scale - and these honors are proof that investment is paying off." Holly Knight 
 

PLANADVISER Top Retirement Plan Adviser 

PLANADVISER is a leading industry publication focused on the retirement plan advisory community. It provides news, research and recognition programs that highlight best practices and performance across the defined contribution landscape, including its annual Top Retirement Plan Adviser list. 

Craig Stanley was named a 2026 PLANADVISER Top Retirement Plan Adviser, an individual distinction based on quantitative measures such as assets under advisement and plans served. 

This recognition highlights Craig’s consistent performance and client impact, qualities that reflect the broader strength of Alera Group’s retirement plan advisory teams. 

The PLANADVISER Top 100 Retirement Plan Advisers is an annual listing of adviser individuals and teams that stand out in the industry in terms of a series of quantitative measures. Selection based solely on quantitative factors, including plan assets and number of plans, as reported directly by nominees.   

About NAPA and the Top DC Advisor Rankings 

The National Association of Plan Advisors (NAPA) is a professional association focused exclusively on advancing the retirement plan advisory profession. NAPA provides education, advocacy and industry research to support advisers serving defined contribution plans and their participants. 

Each year, NAPA publishes its Top DC Advisor rankings to highlight firms and teams demonstrating leadership in retirement plan advisory work, based on self reported defined contribution assets under advisement and related industry metrics. 
"What stands out to me about these recognitions isn't the rankings, it's what they represent. Each team on this list has built something meaningful: deep client trust, disciplined execution and a culture of accountability. That's the standard we hold ourselves to across Retirement Plans, and I couldn't be prouder to see it reflected back to us by the industry." Holly Knight 

The NAPA Top DC Advisor Firms is a compilation of leading individual advisor firms, or teams, ranked by DC plan assets under advisement as reported directly by nominees. Rating is not indicative of the investment advisor’s future performance; and the investment advisor representative was not paid a fee to participant in the survey.  

A Shared Standard of Excellence 

While awards are not the goal, they are a meaningful reflection of the work happening every day across Alera Group, helping employers navigate complexity, supporting better participant outcomes and building long term trust. 

Congratulations to Craig Stanley and to all the teams recognized in 2026. Your work exemplifies the performancebased culture and collaborative spirit that define Financial Services at Alera Group. 

PLANADVISER Top Retirement Plan Advisers Award Disclosure 

The 2026 PLANADVISER Top Retirement Plan Advisers listing contains 316 advisers who stand out for their service of all types of retirement plans. After meeting the minimum plan or asset count, advisers are highlighted if they have what is designated as a special focus in any particular plan type. This means, 91% - 100% of clients that are 401(k) plan sponsors, or 10 or more 403(b), 457, nonqualified, DB, cash balance, SEP, SIMPLE or MEP/PEP plan clients.  Selection based solely on quantitative measures. To be listed, advisers must apply and have to maintain a minimum requirement of 50 plan clients or retirement plan assets under advisement of $400 million or more. The financial professional did not pay a fee for this award nor did they contact their clients about this contest.  There were 457 total applications. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.  For more information please visit:  https://www.planadviser.com/awards/2026-top-retirement-plan-advisers/ 

 NAPA Top DC Advisor Firms Award Disclosure-  

The NAPA Top DC Advisor Firms is a compilation of leading individual advisor firms, or teams, ranked by DC plan assets under advisement as reported directly by nominees. Rating is not indicative of the investment advisor’s future performance; and the investment advisor representative was not paid a fee to participant in the survey. NAPA Top DC Advisor Multi-Office Firms is awarded to firms with more than one office/physical location and more than $1 billion in DC plan assets under advisement as reported directly by nominees. In 2026, there were 40 multi-office firms nominated, with 40  recognitions awarded. Rating is not indicative of the investment advisor’s future performance nor does it necessarily reflect any particular plan sponsor's experience with the nominee. Neither the advisor firms nor their associates pay a fee in exchange for consideration or selection for the award. Investment advisory services are offered through Alera Investment Advisors, LLC, The Ascent Group, LLC, or Advanced Capital Group, Inc.