Filings through .
Wealth Alliance Advisory Group, LLC
Matched across 16 name variants in the filings
Analytics
Market position · 2024
Plans served12+1 YoYRank #1070 of mapped providers
Assets under administration$245M0.0%Rank #6647 by share of filed assets
Fees received$582,666Median $45,367/planSum across Schedule C direct + indirect
Net wins YoY+33 won - 0 lostPlan-level switch detection
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Fund lineups on plans this firm keeps
Large plans that name Wealth Alliance Advisory Group as recordkeeper and list their funds in their filing.
Plans
1
$31.4M in funds
In collective trusts
0%
average plan
In Wealth Alliance Advisory Group funds
0%
average plan
In index funds
20%
average plan
Top managers in these lineups
| Manager | Plans |
|---|---|
| Vanguard | 1 |
| BlackRock | 1 |
| AllianceBernstein | 1 |
| Invesco | 1 |
| Franklin Templeton | 1 |
Target-date series
| Series | Plans |
|---|---|
| Vanguard Target Retirement | 1 |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.