ADVISOR RESOURCE COUNCIL
19 known aliases resolved via the canonical alias map
Market position · 2024
Plans served6-6 YoYRank #1778 of mapped providers
Assets under administration$162M0.0%Market share · rank #6549
Fees received$169,083Median $28,435/planSum across Schedule C direct + indirect
Net wins YoY-62 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 ADVISOR RESOURCE COUNCIL plan look like?
Service mix · median fees per plan
Count of plans where ADVISOR RESOURCE COUNCIL ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Contract AdministratorCode 13 | 1 | $34,739 | |
Investment advisory (plan); Investment management fees paid directly by plan; Investment advisory (participants)Code 26 | 1 | $19,746 | |
Investment advisory (plan); Direct payment from the planCode 27 | 1 | $40,311 | |
Securities brokerageCode 33 | 1 | $0 | |
Distribution (12b-1) fees; Sales loads (front end and deferred)Code 54 | 1 | $52,157 | |
Other feesCode 99 | 1 | $22,130 |
Competitor overlap
Percent of ADVISOR RESOURCE COUNCIL'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 ADVISOR RESOURCE COUNCIL.
| Sponsor | From | Assets |
|---|---|---|
EMPIRE MERCHANTS NORTH, LLCNY · 208448427-001 | ADVISER INVESTMENTS | $48M |
TAYLOR, WELLONS, POLITZ & DUHE LLCLA · 873829912-001 | (new plan) | $25M |
Plans lost in 2024
Appeared last year under ADVISOR RESOURCE COUNCIL; not this year.
| Sponsor | To | Assets |
|---|---|---|
PROGRESSIVE TRACTOR & IMPLEMENT CO., L.L.C.LA · 721197212-001 | SECOND LINE CAPITAL LLC | $17M |
SUNSHINE QUALITY SOLUTIONS, LLCLA · 813679943-001 | PRO PRINT | $16M |
GOLDMAN EQUIPMENT L.L.C.LA · 720968256-001 | SECOND LINE CAPITAL LLC | $16M |
THE NATIONAL WORLD WAR II MUSEUM, INC.LA · 721200790-001 | TRANSAMERICA RETIREMENT SOLUTIONS | $13M |
SOUTHERN TOWING COMPANYTN · 620646123-001 | MERCER | $11M |
PS WHOLESALE FLOORS, LLCLA · 721424913-001 | IRON-CO-FID-COMPREHENSIVE | $7M |
D & G SUPPORT SERVICES, LLCVA · 205561431-001 | SECOND LINE CAPITAL LLC | $4M |
BRICOLAGE ACADEMYLA · 455422748-001 | (new plan) | $2M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
EMPIRE MERCHANTS NORTH, LLCNY · 208448427-001 | $48M | 321 | $40,311 | 1y | - |
DILWORTH PAXSON LLPPA · 231398811-004 | $38M | 97 | $0 | 5y | - |
STEVENS COMMUNITY MEDICAL CENTERMN · 363311936-002 | $28M | 372 | $52,157 | 5y | - |
TAYLOR, WELLONS, POLITZ & DUHE LLCLA · 873829912-001 | $25M | 182 | $34,739 | 1y | - |
HINKLE HOLDING CO., LLCKY · 010941577-001 | $13M | 269 | $22,130 | 4y | - |
ALLIANCE AUTOMATION, LLCOH · 753164446-001 | $9M | 238 | $19,746 | 3y | - |
Flag exposure
50.0%Market: 89.2%
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 (19)
Raw Schedule C names collapsed into ADVISOR RESOURCE COUNCIL.
- ADVISOR
- ADVISOR ASSET GROUP
- ADVISOR ASSETS GROUP
- ADVISOR ASSETS GROUP, LLC
- ADVISOR BOWLING PORTFOLIO MANAGEMEN
- ADVISOR BOWLING PORTFOLIO MANAGEMNT
- ADVISOR DEALER SERVICES, INC
- ADVISOR FEE
- ADVISOR GROUP
- ADVISOR IVESTMENTS LLC
- ADVISOR NAME PENDING
- ADVISOR RESOURCE COUNCIL
- ADVISOR RESOURCE COUNCIL DBA 360WEA
- ADVISOR TRUST
- ADVISOR TRUST COMPANY
- ADVISOR TRUST, INC
- ADVISOR'S PRIDE
- NF P ADVISOR SERVICES, LLC
- WF ADVISOR, LLC
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement 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 ADVISOR RESOURCE COUNCIL'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 | 0 | 0.00% | 1.71% | -1.71 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 ADVISOR RESOURCE COUNCIL. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent