Back to News

Nick Jackson, Neal Smith, and Paul Sommerstad PLANADVISER’s 2025 Top Retirement Plan Advisers List

Awards | May 20, 2025
Headshot of Expert
Headshot of Expert
Headshot of Expert
Headshot of Expert

Book a 30 Minute,
No Obligation Meeting

Schedule your complimentary 30-minute discovery call so we can understand your unique financial and life goals and match you with the advisor most well suited to help.

Request an Introduction

We are pleased to announce that Nick Jackson, Neal Smith, and Paul Sommerstad have been named to the 2025 PLANADVISER Top Retirement Plan Advisers list. This designation recognizes retirement plan professionals based on quantitative benchmarks, including number of plan clients and total retirement plan assets under advisement.

Nick Jackson received special recognition as one of the top advisers under the age of 40, a notable accomplishment that highlights his early and impactful leadership in the retirement plan advisory space.

Please read important disclosures here.

VIEW THE FULL LIST

Related thoughts

Awards May 28, 2025

Cerity Partners Retirement Plan Consulting Named to Barron’s 2025 Top 100 Institutional Consulting Teams
Awards May 12, 2025

Crain’s Cleveland Business: Largest Wealth Management Firms in Northeast Ohio
Awards May 1, 2025

Cerity Partners Named to NAPA’s 2025 Top DC Advisor Multi-Office Firms List

Your Introduction to a Trusted Financial Partner Awaits

Our Concierge Program offers a simple, personalized approach to finding your ideal financial advisor.

Schedule your complimentary 30-minute discovery call so we can understand your unique financial and life goals and match you with the advisor most well suited to help.

Dustin Ribergaard's headshot

Dustin Ribergaard

Lead Concierge

Call us to Schedule: (212) 202-1810

Find your ideal financial advisor with our personalized Concierge Program.

Schedule a complimentary discovery call now:

Book Time Online Now

Where are your liquid assets held?

Book your meeting

This 30-minute call with me is designed to better understand your unique financial and life goals and match you with the advisor most well suited to help.

Looking forward to
speaking with you!

Dustin Ribergaard

Lead Concierge

Dustin Ribergaard's headshot

Thank you for your interest

Thank you for your interest in our financial services. We appreciate the opportunity to connect and learn about your financial goals. A representative will be in touch to discuss your financial needs.

Thank you for booking a meeting with us!

We look forward to connecting with you soon.

Here are some valuable insights to read before your meeting

Natalia Tchetchoulina

Partner

Estate Planning

How to Pass Down Prized Jewelry, Art, and Cars  

May 28, 2025 - Contemporary collectors want to convey their legacy to future generations. Learn how to properly pass down jewelry, art, and more to ensure the legacy endures.

Kim Curtis

Partner

Individuals and Families

5 Mistakes Athletes Make with Name, Image, and Likeness Income  

May 29, 2025 - The Name, Image, and Likeness (NIL) era has transformed collegiate athletics, but that opportunity comes with responsibility. Learn how to avoid five common mistakes.

Economic and Market Outlooks

Video: June 2025 Economic & Market Outlook

June 2, 2025 - Markets have rebounded, and recession risks have eased—Jim Lebenthal weighs in on what investors should watch in this market outlook.

Learn about our Privacy Policy

By clicking “Schedule Now”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.