GIRARD ADVISORY SERVICES, LLC
10 known aliases resolved via the canonical alias map
Market position · 2024
Plans served10Rank #1394 of mapped providers
Assets under administration$849M0.0%Market share · rank #4372
Fees received$327,741Median $28,804/planSum across Schedule C direct + indirect
Net wins YoY-10 won · 1 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 GIRARD ADVISORY SERVICES, LLC plan look like?
Service mix · median fees per plan
Count of plans where GIRARD ADVISORY SERVICES, LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Investment advisory (participants); Investment management fees paid directly by plan; Investment advisory (plan)Code 26 | 5 | $48,045 | |
Investment advisory (plan); Direct payment from the planCode 27 | 4 | $24,350 | |
Investment management; Direct payment from the planCode 28 | 1 | $21,855 |
Competitor overlap
Percent of GIRARD ADVISORY SERVICES, LLC'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 GIRARD ADVISORY SERVICES, LLC.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under GIRARD ADVISORY SERVICES, LLC; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANYIA · 420127290-334 | $651M | 163,954 | $9,291 | 3y | 2 |
SOLAR ATMOSPHERES INC.PA · 232363698-001 | $46M | 404 | $30,430 | 7y | - |
KLINE & SPECTER, P.C.PA · 232830302-001 | $32M | 250 | $48,378 | 3y | 1 |
CENTURY KITCHENS, INC.PA · 232956854-001 | $31M | 281 | $49,549 | 6y | - |
TRIVALLEY PRIMARY CARE, P.C.PA · 232794145-001 | $29M | 191 | $54,124 | 7y | - |
LIVING BRANCHESPA · 232125481-002 | $26M | 744 | $48,045 | 4y | - |
QUAKER MAID MEATS, INC.PA · 231576647-002 | $18M | 171 | $27,177 | 8y | - |
INDIAN CREEK FOUNDATIONPA · 223330096-001 | $8M | 299 | $20,622 | 1y | - |
RP DESIGN & MANAGEMENT, LLCNJ · 223540632-001 | $3M | 1,020 | $18,270 | 2y | - |
A-TEAM SOLUTIONS LLCMD · 201195460-001 | $3M | 229 | $21,855 | 7y | 1 |
Flag exposure
90.0%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 GIRARD ADVISORY SERVICES, LLC.
- GIRARD ADVISORY SERVICES
- GIRARD ADVISORY SERVICES LLC
- GIRARD ADVISORY SERVICES, LLC
- GIRARD INVESTMENT SERVICES LLC
- GIRARD INVESTMENT SERVICES, LLC
- GIRARD INVESTMENTS
- GIRARD PARTNERS
- GIRARD PARTNERS LTD
- GIRARD PARTNERS, LTD
- GIRARD PARTNERS, LTD.
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 GIRARD ADVISORY SERVICES, LLC'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 | 1 | 10.00% | 26.94% | -16.94 pp |
| Late contributions | 2 | 20.00% | 1.71% | +18.29 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 1 | 10.00% | 1.76% | +8.24 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 GIRARD ADVISORY SERVICES, LLC. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent