AGH Wealth Advisors
advisor14 known aliases resolved via the canonical alias map
Market position · 2024
Plans served13+2 YoYRank #1246 of mapped providers
Assets under administration$24.7B0.0%Market share · rank #580
Fees received$304,460Median $17,781/planSum across Schedule C direct + indirect
Net wins YoY+25 won · 3 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical AGH Wealth Advisors plan look like?
Service mix · median fees per plan
Count of plans where AGH Wealth Advisors ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Securities brokerage commissions and fees; Distribution (12b-1) fees; Investment advisory (plan); Investment advisory (participants)Code 26 | 3 | $47,492 | |
Accounting (including auditing)Code 10 | 2 | $10,000 | |
Consulting fees; Consulting (general)Code 16 | 2 | $9,222 | |
Investment advisory (plan); Direct payment from the planCode 27 | 2 | $16,136 | |
Other services; Direct payment from the planCode 49 | 2 | $39,178 | |
Other fees; Direct payment from the planCode 50 | 1 | $23,249 | |
Other feesCode 99 | 1 | $10,700 |
Competitor overlap
Percent of AGH Wealth Advisors's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under AGH Wealth Advisors.
| Sponsor | From | Assets |
|---|---|---|
NOKIA OF AMERICA CORPORATIONNJ · 223408857-001 | Broad Data Systems Inc. | $12.9B |
BOARD OF TRUSTEES, AFTRA RETIREMENT PLANNY · 136414972-001 | MIS DEPARTMENT | $2.9B |
H. LEE MOFFITT CANCER CENTERFL · 592451713-002 | Prudential Retirement Insurance & Annuity Co. | $505M |
FELD ENTERTAINMENT, INC.FL · 520996636-001 | Accell Audit & Compliance | $96M |
SECURITY 1ST TITLE, LLCKS · 271044816-001 | ADMINISTRATIVE FIDUCIARY SERVICES | $13M |
Plans lost in 2024
Appeared last year under AGH Wealth Advisors; not this year.
| Sponsor | To | Assets |
|---|---|---|
HIGH TOUCH HOLDINGS, INC.KS · 454035250-001 | Guideline | $11M |
YINGLING AIRCRAFT, LLCKS · 481225627-001 | Morgan Stanley | $9M |
NOVATION COMPANIES, INC.GA · 742830661-001 | (new plan) | $241,431 |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
NOKIA OF AMERICA CORPORATIONNJ · 223408857-001 | $12.9B | 81,332 | $23,249 | 1y | - |
EXELON CORPORATIONIL · 232990190-002 | $6.1B | 23,999 | $12,954 | 3y | - |
BOARD OF TRUSTEES, AFTRA RETIREMENT PLANNY · 136414972-001 | $2.9B | 45,702 | $51,567 | 1y | - |
EXELON CORPORATIONIL · 232990190-022 | $1.9B | 10,110 | $5,489 | 3y | - |
H. LEE MOFFITT CANCER CENTERFL · 592451713-002 | $505M | 11,141 | $6,000 | 1y | - |
DINSDALE FINANCIAL INSTITUTIONSNE · 470759612-002 | $358M | 2,712 | $24,250 | 10y | - |
FELD ENTERTAINMENT, INC.FL · 520996636-001 | $96M | 1,489 | $14,000 | 1y | 1 |
MORIDGE MANUFACTURING, INCKS · 480649764-002 | $16M | 204 | $49,698 | 10y | - |
PK COMPANIES GROUP, LLCKS · 364790645-001 | $15M | 554 | $47,492 | 10y | - |
SECURITY 1ST TITLE, LLCKS · 271044816-001 | $13M | 4,779 | $10,700 | 4y | 1 |
Flag exposure
84.6%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (14)
Raw Schedule C names collapsed into AGH Wealth Advisors.
- ACCELL CPA & ASSOCIATES PA
- ACCENTURE
- ACCENTURE LLP
- ACCESS
- ACCESS CORP
- AGH
- AGH CPA
- AGH CPA & ADVISORS
- AGH CPA'S & ADVISORS
- AGH LLC
- AGH WEALTH ADVISORS LLC
- AGH WEALTH ADVISORS, LLC
- AGH WEALTH MANAGEMENT
- AGH, LLC
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for AGH Wealth Advisors's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 1 | 7.69% | 7.76% | -0.07 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 1 | 7.69% | 1.71% | +5.98 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 1 | 7.69% | 1.76% | +5.93 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with AGH Wealth Advisors. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
Frequent partners by role
Who else shows up on AGH Wealth Advisors's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Barlow Coughran Morales & Josephson | 1 | 7.7% |
| Beeson Tayer & Bodine | 1 | 7.7% |
| Cohen Weiss & Simon LLP | 1 | 7.7% |
| Day Pitney LLP | 1 | 7.7% |
| Groom Law Group, Chartered | 1 | 7.7% |
| McGann Ketterman & Rioux | 1 | 7.7% |
| Ogletree Deakins | 1 | 7.7% |
| Proskauer Rose LLP | 1 | 7.7% |
| Schwartz Steinsapir Dohrmann | 1 | 7.7% |
| Seyfarth Shaw LLP | 1 | 7.7% |