MGO Investment Advisors
advisor13 known aliases resolved via the canonical alias map
Market position · 2024
Plans served25-12 YoYRank #697 of mapped providers
Assets under administration$106.4B0.1%Market share · rank #126
Fees received$8MMedian $262,948/planSum across Schedule C direct + indirect
Net wins YoY-112 won · 13 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 MGO Investment Advisors plan look like?
Service mix · median fees per plan
Count of plans where MGO Investment Advisors ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Soft dollars commissions; Investment management fees paid directly by plan; Other fees; Other services; Investment managementCode 28 | 13 | $349,720 | |
Participant communication; Investment advisory (plan); Named fiduciary; Investment advisory (participants); Investment managementCode 26 | 4 | $0 | |
Investment management fees paid directly by planCode 51 | 4 | $465,978 | |
Investment advisory (plan)Code 27 | 3 | $37,088 | |
Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan; Trustee (bank, trust company, or similar financial institution)Code 15 | 1 | $433,129 |
Competitor overlap
Percent of MGO Investment 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 MGO Investment Advisors.
| Sponsor | From | Assets |
|---|---|---|
TRUSTEES OF CENTRAL STATES, SE AND SW AREAS PENSION FUNDIL · 366044243-001 | Garcia Hamilton & Associates | $48.2B |
WALBRO LLCAZ · 382968944-002 | Beach Fleischman | $6M |
Plans lost in 2024
Appeared last year under MGO Investment Advisors; not this year.
| Sponsor | To | Assets |
|---|---|---|
MARS, INCORPORATEDNJ · 221594774-001 | Trust Company of the West | $5.3B |
TSG RESOURCES, INC.OH · 010916887-001 | MGO One Seven LLC | $58M |
WALTER & HAVERFIELD LLPOH · 340602148-003 | Fidelity Investments | $35M |
PACKERS SANITATION SERIVCES, INC.WI · 341864733-002 | MGO One Seven LLC | $28M |
COASTAL PET PRODUCTS, INC.OH · 341044431-002 | MGO One Seven LLC | $19M |
NATIONAL ASSOCIATION OF COLLEGE STORESOH · 340711559-003 | MGO One Seven LLC | $18M |
LAKE BUSINESS PRODUCTS, INC.OH · 341101709-001 | MGO One Seven LLC | $10M |
CHEMICAL SERVICES GROUP, INC.OH · 813219388-001 | MGO Oneseven Investment Advisors | $9M |
POSITIVE EDUCATION PROGRAMOH · 341127919-001 | MGO Securities Corp | $8M |
COVERT MANUFACTURING, INC.OH · 341059703-002 | MGO One Seven LLC | $8M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
TRUSTEES OF CENTRAL STATES, SE AND SW AREAS PENSION FUNDIL · 366044243-001 | $48.2B | 332,020 | $461,936 | 1y | - |
MORGAN STANLEY DOMESTIC HOLDINGS, LLCNY · 208764829-003 | $22.2B | 80,789 | $913,515 | 10y | - |
AUTOMATIC DATA PROCESSING, INC.NJ · 221467904-002 | $7.3B | 46,258 | $641,972 | 9y | 1 |
NATIONAL TECHNOLOGY & ENGINEERING SOLUTIONS OF SANDIA, LLCNM · 850097942-006 | $6.2B | 12,979 | $742,860 | 7y | - |
NEW YORK LIFE INSURANCE COMPANYNY · 135582869-001 | $4.0B | 22,822 | $893,948 | 3y | - |
NEW YORK LIFE INSURANCE COMPANYNY · 135582869-005 | $3.1B | 25,159 | $644,887 | 4y | - |
KPMG LLPNJ · 135565207-016 | $3.1B | 71,845 | $324,695 | 6y | - |
DXC TECHNOLOGY COMPANYVA · 611800317-001 | $2.6B | 23,214 | $189,431 | 4y | - |
RICOH USA, INC.PA · 230334400-099 | $2.2B | 16,405 | $433,129 | 4y | - |
KPMG LLPNJ · 135565207-018 | $1.9B | 3,267 | $39,025 | 7y | - |
Flag exposure
84.0%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 MGO Investment Advisors.
- FIDELITY INSTITUTIONAL ASSET MGMT
- FIDELITY INSTITUTIONAL ASSET MGN
- FIDELITY INSTITUTIONAL ASSET MGR
- FIDELITY INSTITUTIONAL ASSET MGT
- FIDELITY INSTITUTIONAL ASSET MGT.
- MGO INVESTMENT ADVISOR
- MGO INVESTMENT ADVISORS
- MGO INVESTMENT ADVISORS INC
- MGO INVESTMENT ADVISORS INC.
- MGO INVESTMENT ADVISORS, INC.
- MGO INVESTMENT ADVISORS. INC.
- MGO INVESTMENT ADVISORY INC
- MGO INVESTMENT ADVISORY INC.
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 MGO Investment 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 | 4.00% | 7.76% | -3.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 1 | 4.00% | 1.71% | +2.29 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 | 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 MGO Investment 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 MGO Investment 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 |
|---|---|---|
| Willkie Farr & Gallagher LLP | 2 | 8.0% |
| Winston & Strawn LLP | 2 | 8.0% |
| Arnold & Kadjan LLP | 1 | 4.0% |
| Ballard Spahr LLP | 1 | 4.0% |
| Beeson Tayer & Bodine | 1 | 4.0% |
| Curtis Mallet-Prevost Colt & Mosle | 1 | 4.0% |
| Greenberg Traurig LLP | 1 | 4.0% |
| Groom Law Group, Chartered | 1 | 4.0% |
| Jones Walker LLP | 1 | 4.0% |
| Witman Stadtmauer, PA | 1 | 4.0% |