American Realty Advisors
advisor13 known aliases resolved via the canonical alias map
Market position · 2024
Plans served95Rank #218 of mapped providers
Assets under administration$83.1B0.1%Market share · rank #186
Fees received$18MMedian $84,505/planSum across Schedule C direct + indirect
Net wins YoY-24 won · 6 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 American Realty Advisors plan look like?
Service mix · median fees per plan
Count of plans where American Realty Advisors ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Real estate brokerage; Investment management; Investment management fees paid indirectly by planCode 28 | 81 | $91,432 | |
Real estate brokerage; Custodial (securities); Investment management; Investment management fees paid indirectly by planCode 19 | 5 | $45,058 | |
Investment management fees paid directly by planCode 51 | 5 | $282,646 | |
Investment advisory (participants); Direct payment from the planCode 26 | 2 | $27,880 | |
Trustee (directed)Code 25 | 1 | $44,073 | |
Valuation (appraisals, etc.); Direct payment from the planCode 34 | 1 | $5,000 |
Competitor overlap
Percent of American Realty 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 American Realty Advisors.
| Sponsor | From | Assets |
|---|---|---|
BOARD OF TRUSTEES OF THE SOUTHERN DISTRICT UBC DEFINED CONTRIBUTION FTN · 710851216-001 | Southern Benefit Administrators | $1.2B |
BOARD OF TRUSTEES OF IW MID-AMERICA PENSION PLANIL · 366488227-001 | P. FLASCH | $999M |
PLUMBERS & STEAMFITTERS LOCAL UNION NO. 102TN · 626077945-001 | Flexible Plan Investments, Ltd | $93M |
BOARD OF TRUSTEES - UFCW AND SAFEWAY VARIABLE ANNUITY PENSION FUNDMD · 862084988-001 | Calibre CPA Group PLLC | $31M |
Plans lost in 2024
Appeared last year under American Realty Advisors; not this year.
| Sponsor | To | Assets |
|---|---|---|
UMWA 1974 PENSION TRUST BOARD OF TRUSTEESDC · 521050282-002 | PineBridge Investments | $3.1B |
GREATER KANSAS CITY LABORERS PENSION PLANKS · 436141953-001 | Wilson McShane Corporation | $334M |
TRUSTEES OF THE FOX VALLEY CONST WORKERS PENSIONIL · 366147407-001 | Calibre CPA Group PLLC | $278M |
I.A.T.S.E. LOCAL 16 PENSION PLAN TRUSTEESCA · 946296420-001 | Walter Scott | $270M |
BOARD OF TRUSTEES, CEMENT MASONS SOUTHERN CALIFORNIACA · 953379185-001 | Zenith Administrative Services | $259M |
IBEW LOCAL NO. 86 PENSION FUND BOARD OF TRUSTEESNY · 166085820-001 | ROCHESTER ELECTRICAL WORKERS BLDG | $255M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF TRUSTEES OF THE I.A.M. NATIONAL PENSION FUNDDC · 516031295-002 | $15.0B | 311,750 | $2M | 8y | - |
NATIONAL ELEVATOR INDUSTRY PENSION PLAN PLAN BOARD OF TRUSTEESPA · 232694291-001 | $12.2B | 54,107 | $696,513 | 10y | 1 |
BOARD OF TRUSTEES, SO CA UFCW UNIONS & FOOD EMPLOYERSCA · 951939092-001 | $6.5B | 199,927 | $542,266 | 10y | - |
TRUSTEES OF THE MIDWEST OPERATING ENGINEERS PENSION TRUST FUNDIL · 366140097-001 | $6.0B | 31,707 | $1M | 9y | - |
BOARD OF TRUSTEES OF CARPENTERS PENSION FUND OF ILLINOISIL · 366147396-001 | $2.3B | 17,735 | $624,717 | 5y | - |
BOARD OF TRUSTEES - SOUTHERN ELECTRICAL RETIREMENT FUNDTN · 626125711-001 | $2.2B | 25,932 | $0 | 7y | - |
BOARD OF TRUSTEES - INDIANA LABORERS PENSION FUNDIN · 356027150-001 | $1.8B | 28,807 | $568,427 | 10y | - |
BOARD OF TRUSTEES INDIANA/KENTUCKY/OHIO REGIONAL COUNCIL CARPENTERS PEMI · 516123713-001 | $1.8B | 13,860 | $401,814 | 10y | - |
TRUSTEES OF THE PLUMBERS PENSION FUND, LOCAL 130, U.A.IL · 366489579-001 | $1.7B | 9,502 | $205,870 | 6y | - |
BOARD OF TRUSTEES, SOUTHERN CALIFORNIA IBEW-NECACA · 956392774-001 | $1.6B | 18,310 | $530,488 | 10y | - |
Flag exposure
93.7%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 (13)
Raw Schedule C names collapsed into American Realty Advisors.
- AFFINITY CPA
- AFFINITY GROUP INC.
- AFFINITY GROUP, INC.
- AFFINITY INVESTMENT GROUP LLC
- AFFINITY WEALTH MANAGEMENT LLC
- AMERICAN REALITY ADVISORS
- AMERICAN REALTY
- AMERICAN REALTY ADIVISORS
- AMERICAN REALTY ADVISOR
- AMERICAN REALTY ADVISOR, LLC
- AMERICAN REALTY ADVISORS
- AMERICAN REALTY ADVISORS LLC
- AMERICAN REALTY ADVISORS, 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 American Realty 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 | 1.05% | 7.76% | -6.71 pp |
| Fidelity bond gap | 1 | 1.05% | 26.94% | -25.89 pp |
| Late contributions | 2 | 2.11% | 1.71% | +0.39 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 pp |
| Loss discovered | 1 | 1.05% | 0.00% | +1.05 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with American Realty Advisors. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent
Frequent partners by role
Who else shows up on American Realty 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 |
|---|---|---|
| Slevin & Hart PC | 8 | 8.4% |
| Cavanagh & O'Hara LLP | 5 | 5.3% |
| Morgan Lewis & Bockius LLP | 5 | 5.3% |
| Faulkner, Hoffman & Phillips, LLP | 4 | 4.2% |
| Allota Farley Co., LPA | 3 | 3.2% |
| Asher Kelly | 3 | 3.2% |
| Baum Sigman Auerbach & Neuman, Ltd. | 3 | 3.2% |
| Abato, Rubenstein & Abato, P.A. | 2 | 2.1% |
| Barnes, Iaccarino & Sheperd LLP | 2 | 2.1% |
| Beers Hamerman Cohen & Burger PC | 2 | 2.1% |
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).