Heffernan Financial Earns Spot Among America's Leading DC Advisor Teams in 2025

Heffernan Financial Ranks Among Top DC Advisor Teams

Heffernan Financial has achieved a significant milestone by being named to the prestigious list of the National Association of Plan Advisors (NAPA) as one of the nation's top defined contribution (DC) advisor teams. This recognition emphasizes their excellence in managing retirement plans and serving their clients. The firm was also honored as one of the Top DC Advisor Multi-Office Firms, reflecting their vast expertise in handling substantial assets under advisement (AUA).

The criteria for these acclaimed rankings are rigorous. The Top DC Advisor Team list identifies teams that operate within a single physical office and have at least $100 million in DC assets under advisement. Conversely, the Top DC Multi-Office Firms list includes organizations with multiple locations and an impressive $1 billion in AUA, demonstrating their capability in providing quality financial services across different offices.

NAPA has published these lists annually since 2017, continually raising the bar for financial professionals. John Sullivan, the Chief Content Officer of the American Retirement Association, highlights the critical role that these advisors play in enhancing the private retirement system across the nation.

In the recently released 2025 list, 431 teams were recognized, covering 43 states and the District of Columbia for the Top DC Advisor Team list. For the Top DC Multi-Office list, 42 organizations from the same regions were honored. These statistics underscore the competitive nature of the retirement planning industry and the prominent position that Heffernan Financial has achieved.

Sullivan notes that these rankings recognize the commitment and contribution of the teams, serving as a testament to their diligence and expertise in managing retirement plans effectively. They help build a more secure financial future for employees by ensuring that they can retire based on meaningful plans created during their working years.

Heffernan Financial operates with the belief that everyone deserves a chance to retire comfortably. Their approach is centered on creating personalized comprehensive retirement plans. The firm's dedication to being vendor-neutral and investment-neutral allows them to act as independent consultants that prioritize their clients’ best interests without being influenced by external financial institutions.

Heffernan Financial has built a reputation for providing exceptional advisory services over its extensive history of over 100 years in the financial services sector. This experience enables them to offer tailored strategies and solutions to corporations, foundations, and individuals alike. Their team focuses exclusively on retirement planning, ensuring that their expertise is always aligned with clients' needs.

For more information about the firm's services or to view the complete list of recognition by NAPA, visit their official website.

Overall, Heffernan Financial’s acknowledgment reflects their unwavering dedication to retirement solutions and their essential role in shaping the nation’s retirement landscape. The firm continues to demonstrate exemplary leadership in helping employees achieve financial independence during their retirement years. They remain a trusted partner for many individuals and organizations aiming to secure a better financial future.