NAPA Names Stokes Family Office 2026 Top DC Advisor Team

NEW ORLEANS—Stokes Family Office, LLC is pleased to announce that on March 17, 2026, the National Association of Plan Advisors has published its annual list of the country’s top retirement plan advisor teams (Top DC Advisor Teams), and Stokes Institutional (a division of Stokes Family Office) has been named to the list based on plan assets under advisement as of December 31, 2025. 

This list focuses on firms or teams located in a single physical location and on the defined contribution portion of their practice. 

“We know it’s not just about the numbers,” said the Napa Net Staff. “But the reality is that advisors 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. We appreciate the commitment and hard work of the teams acknowledged, and are proud to have the opportunity to share it.”  

“We are honored to once again be named by NAPA as a Top DC Advisor Team. This recognition and the growth in our 401(k) plan offerings is proof that we are doing things the right way by focusing on businesses and their employees and building relationships based on trust. I’m very proud of our team and excited for our trajectory in the future,” says Patrick McKay, who heads up the firm’s retirement plan offerings as Director of Institutional Services. 

Doug Stokes, one of the Managing Principals of Stokes Family Office, said,  “Our firm has long been focused on serving businesses on their retirement plans, and we see this space as a driver of our firm’s overall growth for years to come. We have committed tremendous resources in terms of human capital and technology to ensure we are the best possible partner to our retirement plan clients.” 

The list of NAPA’s Top DC Advisor Teams, which will be published in the Summer issue of NAPA Net, the Magazine, is available online here. 

Methodology  

Date of Rating: March 17, 2026 

Time Period – January 1, 2025 to December 31, 2025 

*Established in 2017, nominees had to be individual advisor team/offices with a defined contribution book of business. To be considered, firms had to submit responses to an application form, including information about their practices, notably their defined contribution (DC) assets under advisement. The list is created and conducted by the National Association of Plan Advisors, an affiliate organization of the American Retirement Association, a non-profit association. Stokes Family Office did not pay a fee to be included on this ranking but does pay a fee to be a Firm Partner of NAPA. 

About Stokes Family Office, LLC  

Stokes Family Office, LLC has over $3 billion in assets under management** and is a 100% family-owned SEC-registered investment adviser* located in New Orleans. As a fiduciary, the firm works on behalf of its clients through wealth management services, retirement plan consulting services, and family office services. The Stokes Family Office’s youthful leadership approaches the complexities of wealth management and retirement planning with fresh eyes, providing a modern, innovative point of view and radically transparent guidance from one clear and patient voice.  

*Registration as an investment adviser is not an endorsement by securities regulators and does not imply that Stokes has attained a certain level of skill, training, or ability.   

**Assets Under Management as of 12/31/2025