Segall Bryant & Hamill
advisor33 known aliases resolved via the canonical alias map
Market position · 2024
Plans served103-7 YoYRank #196 of mapped providers
Assets under administration$63.0B0.1%Market share · rank #241
Fees received$8MMedian $38,339/planSum across Schedule C direct + indirect
Net wins YoY-59 won · 14 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 Segall Bryant & Hamill plan look like?
Service mix · median fees per plan
Count of plans where Segall Bryant & Hamill ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Soft dollars commissions; Investment management; Investment management fees paid indirectly by plan; Investment management fees paid directly by planCode 28 | 89 | $46,476 | |
Soft dollars commissions; Investment management fees paid directly by plan; Investment management fees paid indirectly by planCode 51 | 9 | $35,224 | |
Other commissions; Investment advisory (plan); Investment management fees paid directly by planCode 27 | 4 | $58,487 | |
Legal; Direct payment from the planCode 29 | 1 | $1,135 |
Competitor overlap
Percent of Segall Bryant & Hamill'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 Segall Bryant & Hamill.
| Sponsor | From | Assets |
|---|---|---|
WEST VIRGINIA LABORERS PENSION TRUST FUNDWV · 556026775-001 | Marquette Asset Management | $556M |
MEDIANEWS GROUP, INC.CO · 760425553-008 | Prudential Retirement Insurance & Annuity Co. | $434M |
PLUMBERS & STEAMFITTERS LOCAL 150 PENSION FUNDTN · 586116699-001 | Morgan Stanley | $166M |
BOARD OF TRUSTEES INTERMOUNTAIN IRONWORKERS PENSION TRUSTUT · 876124266-001 | Audit Services, Inc. | $158M |
FLORIDA TROWEL TRADES PENSION TRUST FUNDTN · 596214171-001 | (new plan) | $57M |
BOARD OF TRUSTEES BRICKLAYERS ALLIED CRAFTSMEN PENSION PLANOH · 346682532-001 | International Foundation of Employee Benefit Plans | $50M |
IBEW LOCAL UNION 325NY · 161368200-002 | Manning & Napier | $40M |
TAMPA MARITIME ASSOCIATION- INTERNATIONAL LONGSHOREMEN'S ASSOCVA · 596145175-001 | Lawrence C. Musgrove Associates Inc. | $38M |
RIVERSIDE CONTRACTING, INC.MT · 810393633-003 | Cullen Capital Management LLC | $8M |
Plans lost in 2024
Appeared last year under Segall Bryant & Hamill; not this year.
| Sponsor | To | Assets |
|---|---|---|
BD. OF TRUSTEES OF MASS. LABORERS ANNUITY FUNDMA · 046553616-001 | EMPLOYEE L | $2.2B |
MCDERMOTT WILL & EMERY LLPIL · 361453176-005 | Beacon Pointe Advisors, LLC | $1.2B |
TAFT STETTINIUS & HOLLISTER LLPOH · 310541755-004 | Corient Private Wealth LLC | $746M |
AMERICAN WATER WORKS CO., INC.NJ · 510063696-001 | Mercer | $703M |
BOARD OF TRUSTEES OF ROOFERS PENSION FUNDIL · 366485998-001 | MIDWEST INSTITUTIONAL TRUST COMPANY | $501M |
CORIENT SERVICES LLCFL · 873513335-001 | Krakow Souris & Landry LLC | $227M |
SHEET METAL WORKERS LOCAL NO. 20 INDIANAPOLIS AREA, PENSION FUNDIN · 510168516-001 | The Segal Company (Midwest) | $194M |
BYER CALIFORNIACA · 941582944-001 | Principal | $111M |
BERKSHIRE GAS COMPANYCT · 041731220-002 | PwC | $28M |
AVANGRID RENEWABLES LLCCT · 931177933-002 | Bonadio & Co. LLP | $27M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
COX ENTERPRISES, INC.GA · 581035149-001 | $7.1B | 51,142 | $401,324 | 7y | - |
MARS, INCORPORATEDNJ · 221594774-001 | $5.1B | 26,885 | $105,186 | 4y | - |
BOARD OF TRUSTEES EASTERN ATLANTIC STATES CARPENTERS PENSION FUNDPA · 231613018-001 | $5.0B | 39,234 | $337,327 | 9y | - |
AMEREN CORPORATIONMO · 431723446-005 | $4.8B | 23,302 | $415,259 | 7y | - |
VALERO ENERGY CORPORATIONTX · 741828067-005 | $2.6B | 11,896 | $416,560 | 7y | - |
AUTOMOBILE CLUB OF SO CALIFORNIACA · 950514585-001 | $2.6B | 23,954 | $234,328 | 7y | 1 |
BOARD OF TRUSTEES INDIANA/KENTUCKY/OHIO REGIONAL COUNCIL CARPENTERS PEMI · 516123713-001 | $1.8B | 13,860 | $208,847 | 10y | - |
THE CULTURAL INSTITUTIONS RETIREMENT SYSTEMNY · 112001170-001 | $1.7B | 24,316 | $30,468 | 4y | - |
CENTRAL MAINE POWER COMPANYCT · 010042740-001 | $1.6B | 8,230 | $28,130 | 3y | - |
CENTRAL PENNSYLVANIA TEAMSTERS PENSION FUND, TRUSTEESPA · 236262789-001 | $1.5B | 25,602 | $495,515 | 7y | - |
Flag exposure
96.1%Market: 89.1%
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 (33)
Raw Schedule C names collapsed into Segall Bryant & Hamill.
- HUSQVARNA PROFESSIONAL PRODUCTS
- HUTCHINS & HAAKE LLC
- HUTCHINS ALLEN & COMPANY
- HUTCHINSON & BLOODGO
- SEAGALL BRYANT & HAMILL
- SEGALL BRYAN & HAMILL
- SEGALL BRYANT
- SEGALL BRYANT & HAMILL
- SEGALL BRYANT & HAMILL INV. COUNSEL
- SEGALL BRYANT & HAMILL INVT COUNSEL
- SEGALL BRYANT & HAMILL LLC
- SEGALL BRYANT & HAMILL LLC.
- SEGALL BRYANT & HAMILL LLVC
- SEGALL BRYANT & HAMILL SMID
- SEGALL BRYANT & HAMILL, LLC
- SEGALL BRYANT & HAMMILL
- SEGALL BRYANT AND HAMIL
- SEGALL BRYANT AND HAMILL
- SEGALL BRYANT AND HAMILL LLC
- SEGALL BRYANT AND HAMMILL
- SEGALL BRYANT HAMILL
- SEGALL BRYANT HAMMIL
- SEGALL GRYANT & HAMILL
- SEGALL, BRYANT
- SEGALL, BRYANT & HAMILL
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans 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 Segall Bryant & Hamill'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 | 2 | 1.94% | 7.76% | -5.82 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 2 | 1.94% | 1.71% | +0.23 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 Segall Bryant & Hamill. Compare to the incumbent market share (0.2%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.2 pp vs incumbent
Frequent partners by role
Who else shows up on Segall Bryant & Hamill's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Slevin & Hart PC | 8 | 7.8% |
| Morgan Lewis & Bockius LLP | 6 | 5.8% |
| Reinhart Boerner Van Deuren S.C. | 6 | 5.8% |
| Buckley Maxwell Dixon Dolezal PC | 5 | 4.8% |
| Willig Williams & Davidson | 4 | 3.9% |
| Cavanagh & O'Hara LLP | 3 | 2.9% |
| Kraw & Kraw Law Group | 3 | 2.9% |
| Laner Muchin Ltd. | 3 | 2.9% |
| Susanin Widman & Brennan PC | 3 | 2.9% |
| Arnall Golden Gregory LLC | 2 | 1.9% |
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).