High Tower Advisors
advisor36 known aliases resolved via the canonical alias map
Market position · 2024
Plans served79+17 YoYRank #250 of mapped providers
Assets under administration$78.6B0.1%Market share · rank #188
Fees received$3MMedian $30,597/planSum across Schedule C direct + indirect
Net wins YoY+1826 won · 8 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 High Tower Advisors plan look like?
Service mix · median fees per plan
Count of plans where High Tower Advisors ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Investment advisory (participants); Investment management fees paid directly by plan; Investment advisory (plan)Code 26 | 31 | $23,656 | |
Other investment fees and expenses; Investment advisory (plan)Code 27 | 28 | $26,611 | |
Trustee (bank, trust company, or similar financial institution); Recordkeeping fees; Other fees; Recordkeeping and information management (computing, tabulating, data processing, etc.); Other services; Direct payment from the planCode 15 | 5 | $39,439 | |
Soft dollars commissions; Investment management fees paid directly by plan; Investment management; Investment management fees paid indirectly by planCode 28 | 5 | $74,625 | |
Other feesCode 99 | 4 | $41,694 | |
Direct payment from the plan; Consulting (general)Code 16 | 3 | $49,000 | |
Consulting (general); Participant loan processing; Accounting (including auditing); Participant communication; Claims processing; Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 10 | 1 | $71,875 | |
Insurance agents and brokersCode 22 | 1 | $20,112 |
Competitor overlap
Percent of High Tower 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 High Tower Advisors.
| Sponsor | From | Assets |
|---|---|---|
DELTA AIR LINES, INC.GA · 580218548-014 | Brookstone Capital Management | $15.9B |
NETJETS AVIATION, INC.OH · 310682096-001 | NFP | $2.5B |
MAYNARD NEXSEN, PCAL · 630864426-002 | Charles Schwab | $410M |
KERING AMERICAS, INCNJ · 223091355-001 | AXA Advisors, LLC | $345M |
VONAGE HOLDINGS CORPNJ · 113547680-001 | Strategic Advisers | $289M |
PAUL WEISS RIFKIND WHARTON & GARRISON LLPNY · 131662105-002 | BlackRock | $249M |
FARELLA BRAUN AND MARTEL LLPCA · 941527242-001 | UBS Financial Services | $237M |
STRADLEY, RONON, STEVENS & YOUNG, LLPPA · 231130381-001 | Wilmington Trust | $188M |
TRA-MINW, P.S.WA · 910979582-002 | MORTON CAPITAL MANAGEMENT LLC | $172M |
INCYTE PATHOLOGY, PSWA · 910845805-001 | Ten Capital Investment Advisors LLC | $60M |
Plans lost in 2024
Appeared last year under High Tower Advisors; not this year.
| Sponsor | To | Assets |
|---|---|---|
WASHINGTON PERMANENTE MEDICAL GROUP, P.C.WA · 911841629-001 | Focus Partners Wealth | $1.3B |
COX, CASTLE & NICHOLSON LLPCA · 952547124-003 | Milliman | $236M |
NATURAL RESOURCES DEFENSE COUNCIL, INC.NY · 132654926-001 | Fiducient Advisors | $208M |
SOUTH TEXAS RADIOLOGY GROUP, P.A.TX · 741671142-001 | Blue Ridge ESOP Associates | $105M |
ASPECT CONSULTING, LLCWA · 912149055-001 | Empower | $19M |
FEDERAL CONTRACTING DBA BRYAN CONSTRUCTION, INC.CO · 840754607-001 | Principal | $14M |
E. TURMAN & COMPANY, INC.CA · 942222180-001 | (new plan) | $7M |
NEW YORK CENTER FOR CHILD DEVELOPMENTNY · 133879094-002 | (new plan) | $6M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
UNITED AIRLINES, INC.IL · 742099724-202 | $16.8B | 20,168 | $91,079 | 2y | 1 |
DELTA AIR LINES, INC.GA · 580218548-014 | $15.9B | 17,776 | $8,696 | 1y | 1 |
SOUTHWEST AIRLINES COMPANYTX · 741563240-003 | $11.6B | 13,086 | $35,133 | 9y | 1 |
THE CHARLES SCHWAB CORPORATIONTX · 943025021-002 | $8.9B | 43,502 | $35,516 | 4y | 1 |
SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUPCA · 951750445-008 | $7.9B | 12,335 | $26,196 | 2y | 1 |
LATHAM & WATKINS LLPCA · 952018373-001 | $3.1B | 8,106 | $68,226 | 4y | 1 |
NETJETS AVIATION, INC.OH · 310682096-001 | $2.5B | 4,530 | $10,278 | 1y | 1 |
AMERITEAM SERVICES, LLCTN · 472129748-002 | $1.8B | 24,708 | $15,625 | 3y | 2 |
ARNOLD & PORTER KAYE SCHOLER LLPDC · 530208605-001 | $1.6B | 3,061 | $15,630 | 4y | 2 |
RADIOLOGY PARTNERS, INC.TX · 461413340-003 | $1.0B | 1,738 | $18,362 | 3y | 2 |
Flag exposure
89.9%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 (36)
Raw Schedule C names collapsed into High Tower Advisors.
- CORPORATE ONE BENEFITS AGCY INC
- CORPORATE PENSION CONSULTANTS
- CORPORATE PLAN ADMINISTRATORS
- CORPORATE PLAN ADMINISTRATORS, INC.
- CORPORATE PLAN ADMINISTRATORS,INC.
- CORRINE KOCH
- CORRUNDUM GROUP MANAGEMENT
- CORSAIR CAPITAL MANAGEMENT
- CORSO PRINTING & ENGRAVING, INC.
- CORTEC GROUP FUND IV L.P.
- CORTEC GROUP FUND IV, LP
- CORTEC GROUP FUND V L.P.
- CORTEC GROUP FUND VI-A, LP
- HIGH TOWER
- HIGH TOWER ADVISORS
- HIGH TOWER ADVISORS LLC
- HIGH TOWER ADVISORS, LLC
- HIGHTOWER
- HIGHTOWER ADIVSORS, LLC
- HIGHTOWER ADVISOR LLC
- HIGHTOWER ADVISORS
- HIGHTOWER ADVISORS ,LLC
- HIGHTOWER ADVISORS LLC
- HIGHTOWER ADVISORS LLC / VALMARK
- HIGHTOWER 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 High Tower 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 | 2 | 2.53% | 26.94% | -24.41 pp |
| Late contributions | 28 | 35.44% | 1.71% | +33.73 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 27 | 34.18% | 1.76% | +32.42 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 High Tower 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 High Tower 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 |
|---|---|---|
| Blitman & King LLP | 2 | 2.5% |
| Shumaker Loop & Kendrick LLP | 2 | 2.5% |
| Frost Brown Todd LLC | 1 | 1.3% |
| Stearns Weaver Miller Weissler Alhadeff & Sitterson | 1 | 1.3% |
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).