NFP RETIREMENT INC.

120 Vantis
Suite 400
Aliso Viejo, California 92656
Tel: 949.460.9898

About NFP RETIREMENT INC.

NFP RETIREMENT INC, formally registered with the SEC as NFP RETIREMENT INC. The firm was established in 01/31/2006. They have over 27 offices throughout the country.

NFP RETIREMENT INC. is a Aliso Viejo, California based Financial Planning firm with nearly $96,454,495,427 assets under management, offering retirement planning & investment advisory services to 5514 clients. The firm is staffed with 219 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	121254
SEC#	801-66107
Assets Managed by Firm	$96,454,495,427
No. of Clients	5514
No. of Advisors	219

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Other (RESEARCH REPORTS ON 401(K) PLANS / DILIGENCE ON INVESTMENT LINEUPS)

Firm Client Information

	No. of Clients	AUM
Firm Total	5514	$96,454,495,427
Individuals (other than high net worth individuals)	1723	$301,393,968
High net worth individuals	396	$857,963,396
Pension and profit sharing plans	1854	$95,295,138,063

More Retirement Planning firms in Aliso Viejo, California:

Firm Name	Assets Under Management	Total Clients	Total Advisors
CAPITAL RESEARCH AND MANAGEMENT COMPANY 333 S Hope Street, 55th Floor Los Angeles, CA, 90071-1406	$3,315,358,763,219	22262	1384
BLACKROCK FUND ADVISORS 400 Howard Street San Francisco, CA, 94105	$3,047,294,350,591	522	700
PACIFIC INVESTMENT MANAGEMENT COMPANY LLC 650 Newport Center Drive Newport Beach, CA, 92660	$2,615,929,249,500	2811	3194
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 211 Main Street San Francisco, CA, 94105	$1,098,805,397,188	304509	857
FRANKLIN ADVISERS, INC. One Franklin Parkway, Building 970, 1st Floor San Mateo, CA, 94403	$467,015,634,913	18979	408

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