Press Release

Retirement Advisory Services at Mesirow Receives Top Industry Accolade

  • Retirement Advisory Services at Mesirow named to NAPA’s 2021 Top Advisor Teams list

  • Receives honor for the third consecutive year

CHICAGO, March 31, 2022 – Retirement Advisory Services at Mesirow today announced that they have once again ranked among the Top DC Advisor Teams by the National Association of Plan Advisors (“NAPA”) for year-end 2021.  

“Since their inception, NAPA’s various industry lists have been a valuable Who’s Who of who matters in the world of retirement plans and retirement plan advisors,” noted Nevin Adams, Chief Content Officer of the American Retirement Association, and Editor-in-Chief of NAPA-Net, the nation’s leading online resource for retirement plan advisors. “This latest chapter – the NAPA Top DC Advisor Teams, ranked by self-reported DC assets under advisement – presents a compelling case for the positive impact on the nation’s private retirement system.”

“We are honored to once again be among those named as NAPA’s 2021 Top DC Advisor Teams,” said David Dermenjian, President of Retirement Advisory Services at Mesirow. “This industry recognition speaks to the experience and dedication of our team, and to our commitment in helping corporations, government entities and not-for-profit organizations improve the effectiveness of their retirement plans, focus on plan participant financial wellness, and manage their plan-level fiduciary responsibilities. We remain laser-focused on delivering innovative advisory solutions that help plan sponsors and their employees achieve their goals and meet their fiduciary obligations.”

About Retirement Advisory Services at Mesirow

With approximately $13.3 billion in assets,* we are dedicated to helping plan sponsors manage fiduciary risk, attract and retain employees and assist employees to achieve the best possible retirement outcomes.

About Mesirow

Mesirow is an independent, employee-owned financial services firm founded in 1937. Headquartered in Chicago, with offices around the world, we serve clients through a personal, custom approach to reaching financial goals and acting as a force for social good. With capabilities spanning Global Investment Management, Capital Markets & Investment Banking, and Advisory Services, we invest in what matters: our clients, our communities and our culture. To learn more, visit mesirow.com and follow us on LinkedIn.

Mesirow was recently named one of the Best Places to Work in Chicago by Crain’s Chicago Business and one of the Top 100 RIA firms by Barron’s.

*Assets are defined as a combination of assets under management and assets under advisement as of 12.31.2021.

Named a 2021 Top Advisor Teams by the National Association of Plan Advisors (“NAPA”) (Received March 2022 for the year 2021 –  No licensing fees were paid for use of the ranking). In order to be considered for NAPA 2021 Top Advisor Teams List, applicants were required to complete a survey. The NAPA Top Advisor Teams list focuses on teams, broadly defined as being in a single physical location, and having at least $100 million in DC assets under advisement. It is based on self-reported assets under advisement as of December 31, 2021. Rankings and/or recognition by unaffiliated rating services and/or publications are not indicative of a firm’s future performance nor do they evaluate the quality of services provided to clients or guarantee that he/she will experience a certain level of results if Mesirow is engaged, or continues to be engaged, to provide investment advisory services, nor should they be construed as a current or past endorsement of Mesirow by any of its clients.

Recent news

Mesirow launches new business line: Mesirow Realty Bridge Equity to provide short-term bridge equity to best-in-class DST sponsors

Read article

Mesirow Advises CX Connexion on its Sale to Graybar

Read article