Grinkmeyer Leonard Financial Named as Top DC Advisor Teams by the National Association of Plan Advisors

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Grinkmeyer Leonard Financial, a financial advisory services firm in Birmingham, Alabama, is pleased to announce that it has been named to the National Association of Plan Advisors (NAPA) 2020 Top DC Advisor Teams list.

Grinkmeyer Leonard Financial, a financial advisory services firm in Birmingham, Alabama, is pleased to announce that it has been named to the National Association of Plan Advisors (NAPA) 2020 Top DC Advisor Teams list. The list was published in a recent NAPA Net Daily newsletter and online. Grinkmeyer Leonard Financial has been featured on the list for the fourth consecutive year and is one of only four firms in Alabama to be recognized. This year’s list includes advisors that are “having a huge impact every single day, not only on the quality of retirement plan advice, but in building a more financially secure retirement for millions of Americans.”

Valerie Leonard, co-founder of Grinkmeyer Leonard Financial, remarked, “Our team is honored to serve thousands of Americans every single day and help them achieve successful retirement outcomes. We are thankful to represent NAPA and work alongside so many talented 401(k) teams that have a huge impact in building a more financially secure retirement for millions of Americans.”

The NAPA Top DC Advisor Teams* list includes defined contribution (DC) practices ranked by self-reported DC assets under advisement. Practices with assets under advisement of more than $100 million are featured. The list includes more than $1.3 trillion in defined contribution dollars under advisement as of the end of 2020, representing the interest of some 30 million working Americans.

About Grinkmeyer Leonard Financial
Grinkmeyer Leonard Financial has been providing individuals and organizations with financial guidance since 2007. Located at 2279 Valleydale Road, Suite 210, Birmingham, Alabama, 35244, the firm prides itself on offering clients independent, customized service solutions including full-service investment management, financial planning advice, and 401(k) services. For more information, please visit http://www.grinkmeyerleonard.com.

About Commonwealth Financial Network
Founded in 1979, Commonwealth Financial Network, member FINRA/SIPC, is the nation’s largest privately held Registered Investment Adviser–independent broker/dealer, with headquarters in Waltham, Massachusetts, and San Diego, California. The firm supports approximately 1,800 independent financial advisors nationwide. For more information, please visit http://www.commonwealth.com.

  • The 2020 National Association of Plan Advisors (NAPA) Top DC Advisor Firms List is a compilation of advisor firms, or teams, solely ranked by DC (Defined Contribution) assets under advisement (AUA). Data was collected by a NAPA survey sent out to firms/teams and are self-reported as of December 31, 2020. All NAPA members who responded with over $100 million in AUA made the list. This year, 300 advisor firms/teams are listed. This recognition is not indicative of the future performance of the firm or its advisors. For more information, please visit: http://www.napa-net.org.

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Jessica Dolly

Jessica Dolly
Grinkmeyer Leonard Financial
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