STRATEGIC WEALTH PARTNERS
10 known aliases resolved via the canonical alias map
Market position · 2024
Plans served12-2 YoYRank #1138 of mapped providers
Assets under administration$9.7B0.0%Market share · rank #1203
Fees received$600,151Median $44,935/planSum across Schedule C direct + indirect
Net wins YoY-22 won · 4 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 STRATEGIC WEALTH PARTNERS plan look like?
Service mix · median fees per plan
Count of plans where STRATEGIC WEALTH PARTNERS 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 | 9 | $42,581 | |
Investment advisory (participants)Code 26 | 2 | $49,666 | |
Consulting (general)Code 16 | 1 | $47,573 | |
Direct payment from the plan; Investment managementCode 28 | 1 | $8,378 |
Competitor overlap
Percent of STRATEGIC WEALTH 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 STRATEGIC WEALTH PARTNERS.
| Sponsor | From | Assets |
|---|---|---|
OTTAWA DENTAL LABORATORY, LLCIL · 471285501-001 | STRATEGIC ADVISORS, INC. | $10M |
OUTFORM GROUP, INC.IL · 362059719-003 | AMERICAN UNITED LIFE INSURANCE CO | $3M |
Plans lost in 2024
Appeared last year under STRATEGIC WEALTH PARTNERS; not this year.
| Sponsor | To | Assets |
|---|---|---|
NEAL, GERBER & EISENBERG LLPIL · 363532950-001 | AT INVESTMENT ADVISERS INC | $174M |
INTEGRATED IMAGING CONSULTANTS, LLCIL · 462494918-001 | KOVITZ INVESTMENT GROUP | $80M |
AMERICAN ANESTHESIOLOGY OF VIRGINIA , P.C.VA · 621098942-002 | (new plan) | $16M |
MOOSE TOYS LLCCA · 824978423-001 | EDWARD JONES | $7M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
THE CLEVELAND CLINIC FOUNDATIONOH · 340714585-002 | $9.2B | 86,817 | $89,171 | 10y | 1 |
MILLER, COOPER & CO., LTD.IL · 362897372-001 | $123M | 526 | $10,161 | 3y | 1 |
SPITZER MANAGEMENT, INC.OH · 340795747-001 | $107M | 1,457 | $75,000 | 2y | 1 |
OUTFORM GROUP, INC.IL · 362059719-002 | $60M | 522 | $141,334 | 5y | 1 |
TRADEBE ENVIRONMENTAL SERVICESIN · 010757921-001 | $59M | 1,129 | $42,581 | 3y | 2 |
ASSOCIATED SURGEONS & PHYSICIANS, LLCIN · 263512835-001 | $35M | 275 | $47,573 | 4y | 1 |
NTI CONNECT, LLCIL · 364816010-001 | $28M | 1,309 | $59,388 | 2y | 2 |
HALL PRANGLE & SCHOONVELD LLCIL · 043674858-001 | $28M | 169 | $29,112 | 5y | - |
MARION BODY WORKS, INC.WI · 391365073-002 | $19M | 460 | $10,523 | 4y | - |
FIDUCIAL, INC.MD · 134009035-003 | $18M | 187 | $47,288 | 2y | 1 |
Flag exposure
91.7%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 STRATEGIC WEALTH PARTNERS.
- STRATEGIC WEALTH PARNTERS GROU
- STRATEGIC WEALTH PARTNERS
- STRATEGIC WEALTH PARTNERS GROU
- STRATEGIC WEALTH PARTNERS GROUP
- STRATEGIC WEALTH PARTNERS GROUP LLC
- STRATEGIC WEALTH PARTNERS GROUP, L
- STRATEGIC WEALTH PARTNERS LLC
- STRATEGIC WEALTH PARTNERS LTD
- STRATEGIC WEALTH PARTNERS, INC.
- STRATEGIC WEALTH PARTNERS, 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 STRATEGIC WEALTH 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 | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 1 | 8.33% | 26.94% | -18.61 pp |
| Late contributions | 3 | 25.00% | 1.71% | +23.29 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 6 | 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 STRATEGIC WEALTH PARTNERS. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent