PORTFOLIO ADVISORS
4 known aliases resolved via the canonical alias map
Market position · 2024
Plans served5+1 YoYRank #2117 of mapped providers
Assets under administration$20.5B0.0%Market share · rank #631
Fees received$1MMedian $158,911/planSum across Schedule C direct + indirect
Net wins YoY+11 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 PORTFOLIO ADVISORS plan look like?
Service mix · median fees per plan
Count of plans where PORTFOLIO ADVISORS ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Other investment fees and expenses; Direct payment from the planCode 28 | 4 | $184,656 | |
Investment advisory (plan); Investment management fees paid directly by planCode 27 | 1 | $141,591 |
Competitor overlap
Percent of PORTFOLIO 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 PORTFOLIO ADVISORS.
| Sponsor | From | Assets |
|---|---|---|
NISOURCE INC.IN · 352108964-001 | ALIGHT SOLUTIONS LLC | $334M |
Plans lost in 2024
Appeared last year under PORTFOLIO 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 |
|---|---|---|---|---|---|
INTERNATIONAL BUSINESS MACHINES CORPORATIONNY · 130871985-001 | $17.9B | 144,666 | $210,400 | 8y | - |
LABORERS' DISTRICT COUNCIL CONSTRUCTION INDUSTRY PENSION FUNDPA · 236235338-001 | $1.2B | 9,405 | $485,608 | 5y | - |
LES SCHWAB WAREHOUSE CENTER, LLCOR · 930470437-333 | $865M | 8,803 | $141,591 | 10y | - |
NISOURCE INC.IN · 352108964-001 | $334M | 2,791 | $26,489 | 1y | - |
TEAMSTERS LOCAL 830 PENSION PLANPA · 231990755-001 | $180M | 2,273 | $158,911 | 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 (4)
Raw Schedule C names collapsed into PORTFOLIO ADVISORS.
- PORTFOLIO ADVISORS
- PORTFOLIO ADVISORS LLC
- PORTFOLIO ADVISORS LP
- PORTFOLIO ADVISORS, 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 PORTFOLIO 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 | 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 PORTFOLIO 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