RIA ADVISORY GROUP LLC
8 known aliases resolved via the canonical alias map
Market position · 2024
Plans served5+1 YoYRank #1984 of mapped providers
Assets under administration$16.0B0.0%Market share · rank #825
Fees received$99,933Median $17,515/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 RIA ADVISORY GROUP LLC plan look like?
Service mix · median fees per plan
Count of plans where RIA ADVISORY GROUP LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment advisory (plan); Direct payment from the planCode 27 | 4 | $14,486 | |
Investment management fees paid directly by plan; Investment advisory (participants)Code 26 | 1 | $40,275 |
Competitor overlap
Percent of RIA ADVISORY GROUP 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 RIA ADVISORY GROUP LLC.
| Sponsor | From | Assets |
|---|---|---|
DELTA AIR LINES, INC.GA · 580218548-014 | BROOKSTONE CAPITAL MANAGEMENT | $15.9B |
Plans lost in 2024
Appeared last year under RIA ADVISORY GROUP 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 |
|---|---|---|---|---|---|
DELTA AIR LINES, INC.GA · 580218548-014 | $15.9B | 17,776 | $40,275 | 1y | 1 |
FRISBEES, INC.SD · 460356414-001 | $13M | 162 | $23,348 | 5y | 1 |
TEMCO, INC.IA · 421196117-001 | $9M | 119 | $7,339 | 6y | - |
TRUSSBILT, LLCSD · 201525403-001 | $8M | 311 | $17,515 | 4y | 1 |
SOUTHEASTERN BEHAVIORAL HEALTHCARESD · 460232306-001 | $5M | 363 | $11,456 | 4y | 1 |
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 (8)
Raw Schedule C names collapsed into RIA ADVISORY GROUP LLC.
- RIA ADVISORY GROUP
- RIA ADVISORY GROUP LLC
- RIA ADVISORY GROUP, LLC
- RIA C/O CAPITAL ANALYSTS
- RIA INNOVATIONS
- RIA OF KEEL POINT LLC
- RIA OF KEEL POINT, LLC
- RIA,INC. FBO STONESTREET EQUITY,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 RIA ADVISORY GROUP 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 | 20.00% | 26.94% | -6.94 pp |
| Late contributions | 3 | 60.00% | 1.71% | +58.29 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 RIA ADVISORY GROUP 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