BUCKINGHAM STRATEGIC PARTNERS
48 known aliases resolved via the canonical alias map
Market position · 2024
Plans served70+13 YoYRank #293 of mapped providers
Assets under administration$25.8B0.0%Market share · rank #515
Fees received$3MMedian $24,674/planSum across Schedule C direct + indirect
Net wins YoY+1023 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 BUCKINGHAM STRATEGIC PARTNERS plan look like?
Service mix · median fees per plan
Count of plans where BUCKINGHAM STRATEGIC PARTNERS ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Securities brokerage; Investment advisory (participants)Code 26 | 25 | $16,673 | |
Named fiduciary; Investment advisory (plan); Investment management fees paid directly by planCode 27 | 20 | $25,229 | |
Investment management; Investment management fees paid directly by planCode 28 | 18 | $46,309 | |
Other feesCode 99 | 4 | $63,832 | |
Investment advisory (plan); Consulting (general); Investment advisory (participants)Code 16 | 2 | $12,275 | |
Investment management fees paid directly by planCode 51 | 1 | $281,593 |
Competitor overlap
Percent of BUCKINGHAM STRATEGIC PARTNERS'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 BUCKINGHAM STRATEGIC PARTNERS.
| Sponsor | From | Assets |
|---|---|---|
BD OF TRUSTEES, LABORERS DIST COUNCIL & CONSTRS PENSION FUNDOH · 316129964-001 | ARA CORE PROPERTY FUND | $2.7B |
NETJETS AVIATION, INC.OH · 310682096-001 | NFP RETIREMENT INC | $2.5B |
SIDLEY AUSTIN LLPIL · 364474078-100 | CONNECTUS WEALTH LLC | $1.9B |
ANDERSEN CORPORATIONMN · 410123208-002 | FULTON BREAKEFIELD BROENNIMAN | $1.5B |
OLIN CORPORATIONMO · 131872319-032 | MCGUIRE WOODS | $1.4B |
TAFT STETTINIUS & HOLLISTER LLPOH · 310541755-004 | SEGALL BRYANT & HAMILL | $849M |
CHILDREN'S HOSPITAL LOS ANGELESCA · 951690977-002 | BFSG LLC | $821M |
PAGE SOUTHERLAND PAGE, INCTX · 464258046-002 | BONADIO & CO., LLP | $242M |
CHILDRENS HOSPITAL LOS ANGELESCA · 951690977-006 | BFSG LLC | $156M |
AGRI BEEF COMPANYID · 820314694-002 | PRUDENTIAL RETIREMENT INSURANCE AND | $99M |
Plans lost in 2024
Appeared last year under BUCKINGHAM STRATEGIC PARTNERS; not this year.
| Sponsor | To | Assets |
|---|---|---|
INTERMOUNTAIN HEALTH CARE, INC.UT · 870269232-002 | GLOBAL VIEW CAPITAL MANAGEMENT | $6.0B |
INTUIT INC.CA · 770034661-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $3.1B |
TAYLOR FRESH FOODS, INC.CA · 931214572-001 | PRINCIPAL LIFE INSURANCE COMPANY | $281M |
FLEETCOR TECHNOLOGIES, INC.LA · 721074903-001 | FOCUS 401K GROUP, LLC | $228M |
EMERGENCY PHYSICIANS OF TIDEWATER, P.L.C.VA · 541141362-004 | CLEARSTEAD ADVISORS, LLC | $119M |
NEUROSURGICAL ASSOCIATES, LTDAZ · 860453788-002 | CHARLES SCHWAB & CO., INC. | $46M |
HERBEIN AND COMPANY, INC.PA · 232415973-001 | NORTHEAST FINANCIAL GROUP | $39M |
SITEWORX HOLDINGS, LLCNC · 900905501-001 | WELLINGTON CONSULTING SERVICES, INC | $10M |
CLEARWATER SOLUTIONS, LLCAL · 208152510-001 | PRINCIPAL LIFE INSURANCE COMPANY | $7M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BD OF TRUSTEES, LABORERS DIST COUNCIL & CONSTRS PENSION FUNDOH · 316129964-001 | $2.7B | 30,539 | $281,593 | 1y | - |
NETJETS AVIATION, INC.OH · 310682096-001 | $2.5B | 4,530 | $6,166 | 1y | 1 |
SIDLEY AUSTIN LLPIL · 364474078-100 | $1.9B | 6,029 | $5,110 | 1y | 1 |
FOLEY & LARDNER LLPWI · 390473800-007 | $1.7B | 3,511 | $18,226 | 6y | 1 |
WASHINGTON PERMANENTE MEDICAL GROUP, P.C.WA · 911841629-001 | $1.5B | 2,378 | $27,417 | 5y | 1 |
ANDERSEN CORPORATIONMN · 410123208-002 | $1.5B | 18,373 | $6,125 | 1y | - |
OLIN CORPORATIONMO · 131872319-032 | $1.4B | 9,055 | $7,176 | 1y | - |
RADIOLOGY PARTNERS, INC.TX · 461413340-003 | $1.0B | 1,738 | $68,844 | 3y | 2 |
WILSON SONSINI GOODRICH & ROSATI, PCCA · 942451946-002 | $1.0B | 3,146 | $26,092 | 4y | - |
TAFT STETTINIUS & HOLLISTER LLPOH · 310541755-004 | $849M | 1,854 | $5,283 | 1y | 1 |
Flag exposure
91.4%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 (48)
Raw Schedule C names collapsed into BUCKINGHAM STRATEGIC PARTNERS.
- BUCKINGHAM ADVISORS
- BUCKINGHAM ASSET MANAGEMENT
- BUCKINGHAM ASSET MANAGEMENT ADV SVS
- BUCKINGHAM ASSET MANAGEMENT LL
- BUCKINGHAM ASSET MANAGEMENT LLC
- BUCKINGHAM ASSET MANAGEMENT, INC
- BUCKINGHAM ASSET MANAGEMENT, INC.
- BUCKINGHAM ASSET MANAGEMENT, LLC
- BUCKINGHAM ASSET MANAGEMENT.
- BUCKINGHAM ASSET MANAGMENT
- BUCKINGHAM ASSET MANAGMENT, LLC
- BUCKINGHAM RETIREMENT SOLUTIONS
- BUCKINGHAM STRATEGIC ADVISORS
- BUCKINGHAM STRATEGIC PARTNERS
- BUCKINGHAM STRATEGIC PARTNERS LLC
- BUCKINGHAM STRATEGIC PARTNERS, LLC
- BUCKINGHAM STRATEGIC PARTNERS,LLC
- BUCKINGHAM STRATEGIC WEALTH
- BUCKINGHAM STRATEGIC WEALTH LL
- BUCKINGHAM STRATEGIC WEALTH LLC
- BUCKINGHAM STRATEGIC WEALTH, LLC
- BUCKINGHAM, DOOLITTLE & BURROUGHS
- BUCKINGHAM, DOOLITTLE & BURROUGHS,
- FOCUS 401(K) GROUP FBO M RUBEN
- FOCUS FINANCIAL PARTNERS
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 BUCKINGHAM STRATEGIC PARTNERS'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 | 1.43% | 7.76% | -6.33 pp |
| Fidelity bond gap | 1 | 1.43% | 26.94% | -25.51 pp |
| Late contributions | 15 | 21.43% | 1.71% | +19.72 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 23 | 32.86% | 1.76% | +31.10 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 BUCKINGHAM STRATEGIC PARTNERS. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent