WEALTHSPIRE ADVISORS LLC
5 known aliases resolved via the canonical alias map
Market position · 2024
Plans served7+2 YoYRank #2001 of mapped providers
Assets under administration$13.5B0.0%Market share · rank #943
Fees received$328,036Median $43,824/planSum across Schedule C direct + indirect
Net wins YoY+01 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 WEALTHSPIRE ADVISORS LLC plan look like?
Service mix · median fees per plan
Count of plans where WEALTHSPIRE ADVISORS LLC 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 | 4 | $40,193 | |
Investment advisory (plan)Code 27 | 2 | $34,882 | |
Securities brokerage commissions and fees; Securities brokerageCode 33 | 1 | $71,413 |
Competitor overlap
Percent of WEALTHSPIRE ADVISORS 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 WEALTHSPIRE ADVISORS LLC.
| Sponsor | From | Assets |
|---|---|---|
THE CHARLES SCHWAB CORPORATIONTX · 943025021-002 | MERCER | $8.9B |
Plans lost in 2024
Appeared last year under WEALTHSPIRE ADVISORS LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
GUGGENHEIM SERVICES, LLCIL · 364464896-001 | FRANKLIN STREET ADVISORS | $611M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
THE CHARLES SCHWAB CORPORATIONTX · 943025021-002 | $8.9B | 43,502 | $21,165 | 1y | 1 |
THE MEDICAL COLLEGE OF WISCONSIN, INC.WI · 390806261-001 | $2.6B | 9,960 | $71,413 | 6y | 1 |
NFP CORP.NY · 134029115-001 | $977M | 7,812 | $85,310 | 4y | 2 |
KATTEN MUCHIN ROSENMAN LLPIL · 362796532-007 | $793M | 1,992 | $22,498 | 5y | - |
DAVIS+GILBERT LLPNY · 131504385-001 | $149M | 177 | $57,887 | 5y | - |
TATE ENGINEERING SYSTEMS, INC.MD · 521642992-002 | $11M | 179 | $25,939 | 1y | 1 |
PARTICIPANT MEDIA, LLCCA · 200867726-001 | $0 | 0 | $43,824 | 1y | 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 (5)
Raw Schedule C names collapsed into WEALTHSPIRE ADVISORS LLC.
- WEALTHSPIRE ADVISORS LLC
- WEALTHSPIRE ADVISORS LP
- WEALTHSPIRE ADVISORS, LLC
- WEALTHSPIRE ADVISORS, LLP
- WEALTHSPIRE RETIREMENT ADVISORY
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 WEALTHSPIRE ADVISORS 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 | 1 | 14.29% | 7.76% | +6.52 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 2 | 28.57% | 1.71% | +26.86 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 3 | 42.86% | 1.76% | +41.10 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 WEALTHSPIRE ADVISORS 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