Aggregators, Broker-Dealers & RIAs
NAPAFIRMPARTNERS
San Rafael, CA • grpfinancial.com
New York, NY • hightoweradvisors.com
GRP Financial
Hightower Advisors, LLC
Key Contact(s)
Key Contact(s)
Geoff White 760.219.4015 • geoff.white@grpfinancial.com Cosmo Gould 707.321.3725 • cosmo.gould@grpfinancial.com Stef Rzepecki 401.338.5872 • stef.rzepecki@grpfinancial.com
Firm Profile GRP Financial is a recognized leader in retirement plan consulting and an SEC Registered Investment Advisor providing innovative solutions and services to our advisors. With over 150 offices nationwide, GRPF is LPL’s largest retirement focused RIA, and #4 largest RIA overall with over 400 advisors representing $148B in total AUM. The GRPF network works with over 10K retirement plans and additionally, our advisors manage $10B in wealth management assets. Headquartered in San Rafael, CA, GRP was established as Financial Telesis in 1992, became GRPF in 2014 when FTI was acquired by a group of industry leading plan advisors.
Primary Market(s) Served Micro: <$1 million, Small: $1-$10 million, Mid: $10-$100 million, Large: $100-$250 million, Mega: >$250 million
Zo Bigornia 914.286.2767 • zbigornia@hightoweradvisors.com Kevin Nolan 646.343.3131 • knolan@hightoweradvisors.com
Firm Profile Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower’s capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their vision of “well-th. rebalanced.” Based in Chicago with advisors across the U.S., the firm operates as a registered investment advisor (RIA). Learn more about Hightower’s collaborative business model at www.hightoweradvisors.com.
Primary Market(s) Served Micro: <$1 million, Small: $1-$10 million, Mid: $10-$100 million, Large: $100-$250 million
Options Available • Business Development Consultants
Options Available
• Recruiter for Retirement Plan Advisors
• Retirement Sales Desk Representative
• 3rd Party Vendor Analysis Tool
• Business Development Consultants
• Other Tools
• Recruiter for Retirement Plan Advisors
• Benchmarking Tools
• 3rd Party Vendor Analysis Tool
• Participant Advice/Participant Services
• Other Tools
• CRM/Data Aggregation
• Benchmarking Tools
• Internal Rollover Program
• Participant Advice/Participant Services
• Allows Fiduciary Declaration 3(21)/3(38)
• CRM/Data Aggregation
• Custom Risk Based/Target Date Models
• Allows Fiduciary Declaration 3(21)/3(38)
• 408(b) (2) - In-House or Outsourced
• 408(b) (2) - In-House or Outsourced
• Plan Sponsor Fiduciary Training
• Plan Sponsor Fiduciary Training
• Stable Value Analysis
• Stable Value Analysis
Home Office Employees Supporting the Business 25
NAPABLACKBOOK2023
Home Office Employees Supporting the Business
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