Highland Capital Advisors
advisor11 known aliases resolved via the canonical alias map
Market position · 2024
Plans served27Rank #659 of mapped providers
Assets under administration$3.7B0.0%Market share · rank #2215
Fees received$807,723Median $24,317/planSum across Schedule C direct + indirect
Net wins YoY+04 won · 4 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 Highland Capital Advisors plan look like?
Service mix · median fees per plan
Count of plans where Highland Capital Advisors ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management fees paid directly by plan; Investment advisory (plan)Code 27 | 23 | $23,704 | |
Consulting (general)Code 16 | 2 | $52,337 | |
Investment management fees paid directly by plan; Investment management; Investment advisory (participants); Investment advisory (plan)Code 26 | 1 | $14,652 | |
Direct payment from the plan; Investment managementCode 28 | 1 | $56,286 |
Competitor overlap
Percent of Highland Capital 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 Highland Capital Advisors.
| Sponsor | From | Assets |
|---|---|---|
SCHWEITZER ENGINEERING LABORATORIES ,INC.WA · 911196408-003 | Vanguard | $492M |
COLLIERS INTERNATIONAL USA, LLCWA · 453704406-002 | Principal | $356M |
SANMAR CORPORATIONWA · 910792443-001 | Principal | $204M |
RESOURCE DATA, INC.AK · 920131155-001 | NWPS Inc. | $38M |
Plans lost in 2024
Appeared last year under Highland Capital Advisors; not this year.
| Sponsor | To | Assets |
|---|---|---|
SOUTHCOAST HOSPITALS GROUP, INC.MA · 222592333-001 | Transamerica | $1.0B |
PIPE TRADES PENSION OF MONTANAWA · 911530117-001 | Schoedel & Schoedel CPAS PLLC | $73M |
CTI BIOPHARMA CORPMA · 911533912-001 | ADP | $18M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
COLUMBIA BANKING SYSTEM, INC.WA · 911422237-001 | $761M | 7,528 | $75,000 | 2y | 2 |
NAES CORPORATIONWA · 911111672-002 | $644M | 3,230 | $71,648 | 2y | 1 |
SCHWEITZER ENGINEERING LABORATORIES ,INC.WA · 911196408-003 | $492M | 5,765 | $29,673 | 1y | - |
BOARD OF TRUSTEES, CEMENT MASONS AND PLASTERERS RETIREMENT TRUSTWA · 916066773-001 | $455M | 2,984 | $56,216 | 6y | - |
COLLIERS INTERNATIONAL USA, LLCWA · 453704406-002 | $356M | 4,033 | $21,943 | 4y | 1 |
SANMAR CORPORATIONWA · 910792443-001 | $204M | 5,291 | $27,808 | 1y | - |
TVI, INC.WA · 911255756-001 | $128M | 13,234 | $56,006 | 7y | 2 |
CEMENT MASONS - EMPLOYERS PENSION TRUSTOR · 936073070-001 | $123M | 1,327 | $47,584 | 10y | - |
NAES CORPORATIONWA · 911111672-009 | $112M | 557 | $8,352 | 2y | 1 |
RADIANT LOGISTICS, INC.WA · 043625550-001 | $54M | 691 | $26,780 | 5y | 1 |
Flag exposure
88.9%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 (11)
Raw Schedule C names collapsed into Highland Capital Advisors.
- CORRIGAN FINANCIAL INC.
- FIRM HIGHLAND CAPITAL ADVISORS, LLC
- HIGHLAND CAPITAL
- HIGHLAND CAPITAL ADVISOR
- HIGHLAND CAPITAL ADVISORS
- HIGHLAND CAPITAL ADVISORS LLC
- HIGHLAND CAPITAL ADVISORS, LLC
- HIGHLAND CAPITAL ADVISORS, LLC.
- HIGHLAND CAPTIAL ADVISORS
- HIGHLANDCAPITALADVISORSLLC
- HIGHLANDS CAPITAL 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 Highland Capital 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 | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 6 | 22.22% | 1.71% | +20.51 pp |
| Failed to provide benefit | 2 | 7.41% | 0.14% | +7.27 pp |
| Corrective distributions | 8 | 29.63% | 1.76% | +27.87 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 Highland Capital 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 Highland Capital 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 |
|---|---|---|
| Bradley L. Middleton, PC | 2 | 7.4% |
| Barlow Coughran Morales & Josephson | 1 | 3.7% |
| Barlow & Coughran, P.S. | 1 | 3.7% |
| Beeson Tayer & Bodine | 1 | 3.7% |
| Law Office of Richard A. Ekman, P.S. | 1 | 3.7% |
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).