CANTOR FITZGERALD
10 known aliases resolved via the canonical alias map
Market position · 2024
Plans served1-2 YoYRank #9125 of mapped providers
Assets under administration$1.9B0.0%Market share · rank #3184
Fees received$6,110Median $6,110/planSum across Schedule C direct + indirect
Net wins YoY-20 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 CANTOR FITZGERALD plan look like?
Service mix · median fees per plan
Count of plans where CANTOR FITZGERALD ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Securities brokerage commissions and feesCode 71 | 1 | $6,110 |
Competitor overlap
Percent of CANTOR FITZGERALD'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 CANTOR FITZGERALD.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under CANTOR FITZGERALD; not this year.
| Sponsor | To | Assets |
|---|---|---|
INTERMOUNTAIN HEALTH CARE, INC.UT · 870269232-002 | GLOBAL VIEW CAPITAL MANAGEMENT | $6.0B |
US RADIOLOGY SPECIALISTS, INC.NC · 823626023-001 | ROCKERFELLER CAPITAL MANAGEMENT | $447M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BD OF TRUSTEES LOCAL 705 I.B. OF T. PENSION TRUST FUNDIL · 366492502-001 | $1.9B | 15,670 | $6,110 | 5y | - |
Flag exposure
100.0%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 (10)
Raw Schedule C names collapsed into CANTOR FITZGERALD.
- CANTOR FITZGERALD
- CANTOR FITZGERALD & CO
- CANTOR FITZGERALD & CO.
- CANTOR FITZGERALD EUROPE
- CANTOR FITZGERALD INV ADVS LP
- CANTOR FITZGERALD INVESTMENTADVISOR
- CANTOR FITZGERALD WEALTH PARTNERS L
- CANTOR FITZGERLAD WEALTH PARTNER
- CANTOR FITZGERLAD WEALTH PARTNERS
- CANTOR FIZTGERALD INV ADV LP
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 CANTOR FITZGERALD'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 CANTOR FITZGERALD. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%+0.0 pp vs incumbent