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 expertise 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 have 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. 

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. 

NAPA Top DC Advisor MultiOffice Firms 

Alera Group was named to the 2026 NAPA Top DC Advisor MultiOffice Firms list, recognizing organizations with established, high performing retirement plan advisory platforms operating across multiple locations. 

This distinction reflects the scale, consistency and collaborative strength of Alera Group’s retirement plan services nationwide. 

NAPA Top DC Advisor Teams 

Several Alera Group teams were also recognized on the 2026 NAPA Top DC Advisor Teams list, which highlights high performing teams operating from a single physical location with significant defined contribution assets under advisement. 

Recognized teams include: 

• Advanced Capital Group – Minneapolis, Minnesota 
• Summit Group 401(k) Consulting – Virginia Beach, Virginia 
• Alera Group Retirement Plan Services NW – Portland, Oregon 
• Alera Group Tristate – New York, New York 

Each team reflects a shared commitment to strong client relationships, disciplined execution, and collaborative performance. 

 
"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 across Retirement Plans, and I couldn't be prouder to see it reflected back to us by the industry." (Holly Knight) 

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 performance-based culture and collaborative spirit that defines Financial Services at Alera Group.