AT INVESTMENT ADVISERS INC
10 known aliases resolved via the canonical alias map
Market position · 2024
Plans served19+5 YoYRank #781 of mapped providers
Assets under administration$30.5B0.0%Market share · rank #438
Fees received$861,302Median $30,328/planSum across Schedule C direct + indirect
Net wins YoY+55 won · 0 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 AT INVESTMENT ADVISERS INC plan look like?
Service mix · median fees per plan
Count of plans where AT INVESTMENT ADVISERS INC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Securities brokerage; Investment advisory (participants)Code 26 | 17 | $34,276 | |
Investment advisory (plan)Code 27 | 1 | $23,289 | |
Other feesCode 99 | 1 | $5,886 |
Competitor overlap
Percent of AT INVESTMENT ADVISERS INC'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 AT INVESTMENT ADVISERS INC.
| Sponsor | From | Assets |
|---|---|---|
U.S. ANESTHESIA PARTNERS, INCTX · 460872971-001 | THE VANGUARD GROUP, INC. | $2.8B |
SHEPPARD, MULLIN, RICHTER & HAMPTON LLPCA · 951463164-002 | GERBER KAWASAKI WEALTH & | $912M |
BARNES & THORNBURG LLPIN · 350900596-002 | COLUMN CAPITAL ADVISORS LLC | $754M |
THE AES CORPORATIONVA · 541163725-006 | T ROWE PRICE RPS INC | $728M |
PATRICK SCHAUMBURG AUTOMOBILES, INC.IL · 362067684-001 | PRINCIPAL LIFE INSURANCE COMPANY | $38M |
Plans lost in 2024
Appeared last year under AT INVESTMENT ADVISERS INC; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
THE CHARLES SCHWAB CORPORATIONTX · 943025021-002 | $8.9B | 43,502 | $35,059 | 4y | 1 |
SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUPCA · 951750445-009 | $6.5B | 23,286 | $26,858 | 3y | 1 |
U.S. ANESTHESIA PARTNERS, INCTX · 460872971-001 | $2.8B | 7,541 | $5,886 | 1y | 1 |
SIDLEY AUSTIN LLPIL · 364474078-100 | $1.9B | 6,029 | $205,701 | 8y | 1 |
DLA PIPER LLP (US)MD · 520616490-004 | $1.7B | 4,436 | $34,276 | 3y | 1 |
FOLEY & LARDNER LLPWI · 390473800-007 | $1.7B | 3,511 | $36,472 | 8y | 1 |
MCDERMOTT WILL & EMERY LLPIL · 361453176-005 | $1.4B | 3,180 | $17,197 | 10y | 2 |
DENTONS US LLPIL · 361796730-001 | $999M | 2,649 | $30,328 | 6y | 1 |
SHEPPARD, MULLIN, RICHTER & HAMPTON LLPCA · 951463164-002 | $912M | 2,420 | $5,175 | 1y | - |
TAFT STETTINIUS & HOLLISTER LLPOH · 310541755-004 | $849M | 1,854 | $26,875 | 7y | 1 |
Flag exposure
94.7%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 (10)
Raw Schedule C names collapsed into AT INVESTMENT ADVISERS INC.
- AT INVESTMENT ADVISERS
- AT INVESTMENT ADVISERS INC
- AT INVESTMENT ADVISERS INC.
- AT INVESTMENT ADVISERS, INC.
- AT INVESTMENT ADVISORS
- AT INVESTMENT ADVISORS INC
- AT INVESTMENT ADVISORS, INC.
- AT INVESTMENT ADVOSERS INC
- BB&T INVESTMENT ADVISERS, INC.
- NB INVESTMENT ADVISERS 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 AT INVESTMENT ADVISERS INC'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 | 5 | 26.32% | 1.71% | +24.60 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 8 | 42.11% | 1.76% | +40.35 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 AT INVESTMENT ADVISERS INC. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent