PlanOptica
Pricing
Sign inSign up free
  1. Providers/
  2. STRATEGIC ADVISORS, INC.
All providers

STRATEGIC ADVISORS, INC.

84 known aliases resolved via the canonical alias map

Market position · 2024

Plans served3,676+373 YoYRank #5 of mapped providers
Assets under administration$1.53T1.7%Market share · rank #2
Fees received$297MMedian $17,501/planSum across Schedule C direct + indirect
Net wins YoY+366594 won · 228 lostPlan-level switch detection
Plans served · 5-year trajectory
Bar chart with market-share annotations.
Customer-base shape
Participant bands, asset bands, top states, top NAICS.

Sign up free to preview full STRATEGIC ADVISORS, INC. analytics

Free accounts unlock saves, downloads, and 3-year history.

Sign up freeSee plans
PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica