Arbor Point Advisors LLC
advisor9 known aliases resolved via the canonical alias map
Market position · 2024
Plans served9-1 YoYRank #1724 of mapped providers
Assets under administration$9.5B0.0%Market share · rank #1247
Fees received$256,312Median $24,979/planSum across Schedule C direct + indirect
Net wins YoY-12 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 Arbor Point Advisors LLC plan look like?
Service mix · median fees per plan
Count of plans where Arbor Point Advisors LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment advisory (plan); Consulting feesCode 27 | 6 | $27,476 | |
Investment advisory (participants)Code 26 | 3 | $19,756 |
Competitor overlap
Percent of Arbor Point Advisors LLC'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 Arbor Point Advisors LLC.
| Sponsor | From | Assets |
|---|---|---|
THE CLEVELAND CLINIC FOUNDATIONOH · 340714585-002 | Regal Investment Advisors | $9.2B |
AUSTIN POWDER COMPANYOH · 340077750-012 | CAPITAL ANALYSTS | $137M |
Plans lost in 2024
Appeared last year under Arbor Point Advisors LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
BOARD OF TRUSTEES, U.A. LOCAL NO. 447 PENSION FUNDCA · 946269669-001 | Linsco/Private Ledger Corp | $218M |
BOARD OF TRUSTEES, U.A. LOCAL NO. 447 DEFINEDCA · 680401920-002 | Empower | $95M |
RIGHTLINE EQUIPMENT, INC.OR · 930619730-001 | Investment Design Management LLC | $12M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
THE CLEVELAND CLINIC FOUNDATIONOH · 340714585-002 | $9.2B | 86,817 | $12,848 | 6y | 1 |
AUSTIN POWDER COMPANYOH · 340077750-012 | $137M | 1,498 | $62,162 | 1y | 1 |
BAIRD HOLM LLPNE · 470389074-001 | $109M | 225 | $19,756 | 8y | - |
WESTERN TRAILER CO.ID · 820347136-001 | $27M | 444 | $36,209 | 4y | - |
SPUDNIK EQUIPMENT COMPANY LLCID · 820537789-001 | $22M | 598 | $29,972 | 4y | 2 |
NORTHERN CALIFORNIA RETIRED OFFICERS COMMUNITYCA · 680317185-001 | $16M | 444 | $42,883 | 3y | - |
SUMMERWINDS GARDEN CENTERS, INC.ID · 820500954-001 | $12M | 218 | $24,156 | 4y | - |
HEALTH WEST, INC.ID · 820324100-002 | $11M | 384 | $24,979 | 4y | - |
DEVELOPMENT WORKSHOP, INC.ID · 820303456-001 | $2M | 253 | $3,347 | 3y | - |
Flag exposure
77.8%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 (9)
Raw Schedule C names collapsed into Arbor Point Advisors LLC.
- ALIRT INSURANCE SERVICES LLC
- ALISA CAPITAL, INC.
- ALISA MUELLER
- ARBOR POINT ADVISORS
- ARBOR POINT ADVISORS LLC
- ARBOR POINT ADVISORS, LLC
- ARBOR POINT ADVISORS,LLC
- ARBOR POINT INVESTMENT ADVISORS
- ARBOR POINT INVESTMENT 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 Arbor Point Advisors LLC'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 | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 1 | 11.11% | 1.71% | +9.40 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 3 | 33.33% | 1.76% | +31.57 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 Arbor Point Advisors LLC. 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 Arbor Point Advisors LLC'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 |
|---|---|---|
| Meranze Katz & Gaudioso PC | 1 | 11.1% |