Strategic Wealth Partners
advisor9 known aliases resolved via the canonical alias map
Market position · 2024
Plans served7-2 YoYRank #2203 of mapped providers
Assets under administration$9.4B0.0%Market share · rank #1254
Fees received$425,535Median $59,388/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 | 5 | $59,388 | |
Accounting (including auditing)Code 10 | 1 | $21,000 | |
Investment advisory (participants)Code 26 | 1 | $89,171 |
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 | Howard Simon & Associates Inc | $10M |
OUTFORM GROUP, INC.IL · 362059719-003 | OneAmerica Retirement Services | $3M |
Plans lost in 2024
Appeared last year under Strategic Wealth Partners; not this year.
| Sponsor | To | Assets |
|---|---|---|
SAFRAN AEROSYSTEMS SERVICES AMERICAS, LLCGA · 391924117-002 | CohnReznick LLP | $25M |
MARION BODY WORKS, INC.WI · 391365073-002 | Strategic Wealth Partners Group | $17M |
AMERICAN ANESTHESIOLOGY OF VIRGINIA , P.C.VA · 621098942-002 | (new plan) | $16M |
MOOSE TOYS LLCCA · 824978423-001 | Edward D. Jones & Co. LP | $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 |
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 |
NTI CONNECT, LLCIL · 364816010-001 | $28M | 1,309 | $59,388 | 2y | 2 |
OTTAWA DENTAL LABORATORY, LLCIL · 471285501-001 | $10M | 417 | $33,606 | 1y | - |
MINDBANK CONSULTING GROUP, L.L.C.VA · 541852142-001 | $7M | 116 | $21,000 | 4y | 1 |
OUTFORM GROUP, INC.IL · 362059719-003 | $3M | 110 | $6,036 | 1y | - |
Flag exposure
100.0%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 (9)
Raw Schedule C names collapsed into Strategic Wealth Partners.
- J. H. COHN, LLP
- J.H. COHN LLP
- J.H. COHN, LLP
- STRATEGIC WEALTH PARNTERS GROU
- STRATEGIC WEALTH PARTNERS
- 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 /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 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 | 14.29% | 26.94% | -12.66 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 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
Frequent partners by role
Who else shows up on Strategic Wealth Partners'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 |
|---|---|---|
| Meranze Katz & Gaudioso PC | 1 | 14.3% |