Larson Financial Group LLC
advisor6 known aliases resolved via the canonical alias map
Market position · 2024
Plans served21+2 YoYRank #830 of mapped providers
Assets under administration$39.6B0.1%Market share · rank #392
Fees received$432,914Median $10,040/planSum across Schedule C direct + indirect
Net wins YoY+24 won · 2 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 Larson Financial Group LLC plan look like?
Service mix · median fees per plan
Count of plans where Larson Financial Group LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment advisory (participants); Direct payment from the planCode 26 | 9 | $13,193 | |
Securities brokerage; Securities brokerage commissions and feesCode 33 | 7 | $8,461 | |
Other feesCode 99 | 3 | $6,378 | |
Investment advisory (plan); Consulting (general)Code 16 | 1 | $7,932 | |
Insurance agents and brokers; Investment managementCode 22 | 1 | $34,038 |
Competitor overlap
Percent of Larson Financial Group 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 Larson Financial Group LLC.
| Sponsor | From | Assets |
|---|---|---|
U.S. ANESTHESIA PARTNERS, INCTX · 460872971-001 | Vanguard | $2.8B |
PREVEA CLINIC, INC.WI · 391839349-004 | Fischer Investment Strategies | $492M |
CITY OF HOPE MEDICAL GROUP, INC.CA · 272294296-001 | Sage Advisory | $387M |
FULTON COUNTY HEALTH CENTEROH · 344428214-005 | Capital Asset Advisory Services | $34M |
Plans lost in 2024
Appeared last year under Larson Financial Group LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
UNITY HEALTHAR · 710772737-001 | Transamerica | $66M |
UNITY HEALTHAR · 710772737-002 | Transamerica | $46M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
ADVOCATE AURORA HEALTH, INCWI · 824184596-004 | $10.5B | 103,145 | $37,241 | 5y | 1 |
THE CLEVELAND CLINIC FOUNDATIONOH · 340714585-002 | $9.2B | 86,817 | $128,703 | 10y | 1 |
PENN STATE HEALTHPA · 473769205-001 | $2.9B | 22,033 | $6,378 | 7y | 1 |
U.S. ANESTHESIA PARTNERS, INCTX · 460872971-001 | $2.8B | 7,541 | $30,201 | 1y | 1 |
BAPTIST HEALTH SOUTH FLORIDA, INC.FL · 650267668-002 | $2.7B | 35,472 | $8,461 | 4y | 1 |
THE MEDICAL COLLEGE OF WISCONSIN, INC.WI · 390806261-001 | $2.6B | 9,960 | $49,253 | 10y | 1 |
AMERITEAM SERVICES, LLCTN · 472129748-002 | $1.8B | 24,708 | $21,084 | 8y | 2 |
CARLE FOUNDATION HOSPITAL AND AFFILIATESIL · 371119538-004 | $1.4B | 18,886 | $34,038 | 2y | 2 |
THE NEMOURS FOUNDATIONFL · 590634433-002 | $1.3B | 16,384 | $17,887 | 6y | 1 |
RADIOLOGY PARTNERS, INC.TX · 461413340-003 | $1.0B | 1,738 | $7,358 | 2y | 2 |
Flag exposure
95.2%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 (6)
Raw Schedule C names collapsed into Larson Financial Group LLC.
- EDGE CAPITAL PARTNERS
- LARSON FINANCIAL GR
- LARSON FINANCIAL GROUP
- LARSON FINANCIAL GROUP LLC
- LARSON FINANCIAL GROUP, LLC
- LARSON FINANCIAL GROUP, 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 Larson Financial Group 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 | 7 | 33.33% | 1.71% | +31.62 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 13 | 61.90% | 1.76% | +60.15 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 Larson Financial Group 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 Larson Financial Group 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 |
|---|---|---|
| Faegre Drinker Biddle & Reath LLP | 1 | 4.8% |
| Meranze Katz & Gaudioso PC | 1 | 4.8% |
| Stearns Weaver Miller Weissler Alhadeff & Sitterson | 1 | 4.8% |