FINANCIAL SYNERGIES WEALTH ADV
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
7
Active participants
82,025
Total plan assets
$52.3B
Filings (rows)
7
Direct comp
$83K
Indirect comp
$0
SERVICES PROVIDED
Other5
Advisor / Consultant2
Top plans served
All 7 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| UNITED AIRLINES, INC. UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN | CHICAGO, IL | Advisor / Consultant INVESTMENT ADVISOR | 17,444 | $16.8B | $15K |
| UNITED AIRLINES, INC. UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN | CHICAGO, IL | Advisor / Consultant INVESTMENT ADVISOR | 16,617 | $14.4B | $13K |
| UNITED AIRLINES, INC. UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN | CHICAGO, IL | Other NONE | 14,959 | $11.8B | $12K |
| THE CHARLES SCHWAB CORPORATION SCHWABPLAN RETIREMENT SAVINGS AND INVESTMENT PLAN | WESTLAKE, TX | Other NONE | 32,145 | $8.9B | $8K |
| MCGLINCHEY STAFFORD, PLLC MCGLINCHEY STAFFORD, PLLC RETIREMENT SAVINGS PLAN | NEW ORLEANS, LA | Other NONE | 303 | $133.4M | $11K |
| MCGLINCHEY STAFFORD, PLLC MCGLINCHEY STAFFORD, PLLC RETIREMENT SAVINGS PLAN | NEW ORLEANS, LA | Other NONE | 299 | $121.7M | $13K |
| MCGLINCHEY STAFFORD, PLLC MCGLINCHEY STAFFORD, PLLC RETIREMENT SAVINGS PLAN | NEW ORLEANS, LA | Other NONE | 258 | $121.3M | $11K |