FRANKLIN STREET ADVISORS
3 known aliases resolved via the canonical alias map
Market position · 2024
Plans served4+2 YoYRank #2455 of mapped providers
Assets under administration$1.2B0.0%Market share · rank #3851
Fees received$80,240Median $20,736/planSum across Schedule C direct + indirect
Net wins YoY+22 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 FRANKLIN STREET ADVISORS plan look like?
Service mix · median fees per plan
Count of plans where FRANKLIN STREET ADVISORS ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment advisory (participants); Direct payment from the planCode 26 | 2 | $10,063 | |
Investment advisory (plan)Code 27 | 2 | $30,058 |
Competitor overlap
Percent of FRANKLIN STREET 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 FRANKLIN STREET ADVISORS.
| Sponsor | From | Assets |
|---|---|---|
GUGGENHEIM SERVICES, LLCIL · 364464896-001 | WEALTHSPIRE ADVISORS LLC | $704M |
EASTERN AVIATION FUELS, INC.NC · 561101119-001 | (new plan) | $12M |
Plans lost in 2024
Appeared last year under FRANKLIN STREET ADVISORS; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
GUGGENHEIM SERVICES, LLCIL · 364464896-001 | $704M | 3,574 | $7,911 | 1y | 1 |
RADIOLOGY PARTNERS INCTX · 461413340-001 | $412M | 7,123 | $12,214 | 4y | 2 |
MURPHY FAMILY VENTURES, LLCNC · 030542650-001 | $33M | 942 | $29,258 | 2y | - |
EASTERN AVIATION FUELS, INC.NC · 561101119-001 | $12M | 166 | $30,857 | 1y | - |
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 (3)
Raw Schedule C names collapsed into FRANKLIN STREET ADVISORS.
- FRANKLIN STREET ADVISORS
- FRANKLIN STREET ADVISORS INC
- FRANKLIN STREET ADVISROS INC
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 FRANKLIN STREET 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 | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 1 | 25.00% | 1.71% | +23.29 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 2 | 50.00% | 1.76% | +48.24 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 FRANKLIN STREET 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