15 HUB RPW Advisors have been named as PLANADVISER 2025 Top Retirement Plan Advisers. We are proud to celebrate:
Kip Adams
Fort Worth, TX |
Kim Cochrane
Rockville, MD |
Patrick Jordan
Cincinnati, OH |
Alex Assaley
Bethesda, MD |
Kelli Davis
Indianapolis, IN |
Jim Keenehan
Bethesda, MD |
Kristi Baker
Indianapolis, IN |
Michael Driscoll
Mequon, WI |
Kris Maleski
Rockville, MD |
John Biondo
Melville, NY |
Patrick M. Fay
Omaha, NE |
Jim O’Shaughnessy
Northbrook, IL |
Kyle Brown
Fort Wayne, IN |
Jason Jeskey
San Clemente, CA |
Jeremy Weith
Mequon, WI |
About the Award: This prestigious designation recognizes the top retirement plan advisers in the industry based on quantitative measures. To be listed, advisers had to have a minimum requirement of 50 plan clients or retirement plan assets under advisement of $400 million or more. After meeting the minimum plan or asset count, advisers are highlighted if they have what was designated as a special focus in any particular plan type, as well as if they are a female adviser or younger than 40. The 2025 list contains 249 advisers. See the full list here.
These leading advisors exhibit their expertise on a large scale – making a valuable impact on the retirement outcomes of the clients they serve.
Whether you’re a start-up, a corporation, a non-profit, or a government agency, HUB can assist you in providing a retirement plan that reduces administrative burden, caters to the needs of a diverse multi-generational workforce, and encourages higher plan participation. Learn more about our retirement plan services here.
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