STRATEGIC WEALTH
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
80
Active participants
242,382
Total plan assets
$56.9B
Filings (rows)
81
Direct comp
$2.4M
Indirect comp
$84K
Aggregating 12 name variants under "STRATEGIC WEALTH"
STRATEGIC WEALTH PARTNERS22STRATEGIC WEALTH MANAGEMENT17STRATEGIC WEALTH PARTNERS GROUP15STRATEGIC WEALTH MANAGEMENT GROUP6STRATEGIC WEALTH ADVISORS GROUP5STRATEGIC WEALTH ADVISORS3STRATEGIC WEALTH MANAGMENT3STRATEGIC WEALTH GROUP RIA3STRATEGIC WEALTH PARTNERS GROUP LL2STRATEGIC WEALTH ADVS GROUP2STRATEGIC WEALTH PARTNERS GROUP L2STRATEGIC WEALTH PARTNERS GROU1
SERVICES PROVIDED
Advisor / Consultant52
Other25
Broker4
Top plans served
Showing top 81 of 80 (largest by assets)| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| THE CLEVELAND CLINIC FOUNDATION CLEVELAND CLINIC SAVINGS AND INVESTMENT PLAN | CLEVELAND, OH | Advisor / Consultant INVESTMENT ADVISOR | 68,206 | $9.2B | $89K |
| SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP SCPMG KEOGH PLAN | PASADENA, CA | Other NONE | 11,088 | $7.9B | $14K |
| THE CLEVELAND CLINIC FOUNDATION CLEVELAND CLINIC SAVINGS AND INVESTMENT PLAN | CLEVELAND, OH | Advisor / Consultant INVESTMENT ADVISOR | 65,407 | $7.5B | $107K |
| SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP SCPMG KEOGH PLAN | PASADENA, CA | Other NONE | 10,636 | $6.8B | $13K |
| THE CLEVELAND CLINIC FOUNDATION CLEVELAND CLINIC SAVINGS AND INVESTMENT PLAN | CLEVELAND, OH | Advisor / Consultant INVESTMENT ADVISOR | 54,690 | $6.3B | $108K |
| SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP SCPMG KEOGH PLAN | PASADENA, CA | Other NONE | 10,078 | $5.6B | $13K |
| THE CLEVELAND CLINIC FOUNDATION THE CLEVELAND CLINIC FOUNDATION DC PLANS MASTER TRUST | CLEVELAND, OH | Advisor / Consultant INVESTMENT ADVISOR | — | $4.3B | $36K |
| THE CLEVELAND CLINIC FOUNDATION THE CLEVELAND CLINIC FOUNDATION DC PLANS MASTER TRUST | CLEVELAND, OH | Advisor / Consultant INVESTMENT ADVISOR | — | $3.7B | $31K |
| THE CLEVELAND CLINIC FOUNDATION THE CLEVELAND CLINIC FOUNDATION DC PLANS MASTER TRUST | CLEVELAND, OH | Advisor / Consultant INVESTMENT ADVISOR | — | $3.1B | $34K |
| COX, CASTLE & NICHOLSON LLP COX, CASTLE & NICHOLSON LLP RETIREMENT PLAN | LOS ANGELES, CA | Other NONE | 168 | $236.3M | $17K |
| COX, CASTLE & NICHOLSON LLP COX, CASTLE & NICHOLSON LLP RETIREMENT PLAN | LOS ANGELES, CA | Other NONE | 161 | $186.8M | $17K |
| NEAL, GERBER & EISENBERG LLP NEAL, GERBER & EISENBERG PROFIT SHARING/401(K) PLAN | CHICAGO, IL | Other NONE | 221 | $174.4M | $5K |
| MILLER, COOPER & CO., LTD. MILLER, COOPER & CO., LTD. PROFIT SHARING & SAVINGS PLAN & TRUST | DEERFIELD, IL | Advisor / Consultant ADVISOR | 424 | $123.1M | $10K |
| SPITZER MANAGEMENT, INC. SPITZER MANAGEMENT INC PROFIT SHARING AND SAVINGS PLAN | ELYRIA, OH | Other N/A | 765 | $106.6M | $75K |
| MILLER, COOPER & CO., LTD. MILLER, COOPER & CO., LTD. PROFIT SHARING & SAVINGS PLAN & TRUST | DEERFIELD, IL | Advisor / Consultant ADVISOR | 408 | $92.8M | $13K |
| SPITZER MANAGEMENT, INC. SPITZER MANAGEMENT INC PROFIT SHARING AND SAVINGS PLAN | ELYRIA, OH | Other N/A | 744 | $89.2M | $100K |
| INTEGRATED IMAGING CONSULTANTS, LLC INTEGRATED IMAGING CONSULTANTS, LLC RETIREMENT SAVINGS PLAN | CHICAGO, IL | Advisor / Consultant FINANCIAL ADVISOR | 111 | $79.9M | $8K |
| INTEGRATED IMAGING CONSULTANTS, LLC INTEGRATED IMAGING CONSULTANTS, LLC RETIREMENT SAVINGS PLAN | CHICAGO, IL | Advisor / Consultant FINANCIAL ADVISOR | 113 | $63.0M | $8K |
| OUTFORM GROUP, INC. OUTFORM GROUP, INC SAVINGS AND PROTECTION PLAN | CHICAGO, IL | Other NONE | 397 | $59.5M | $141K |
| TRADEBE ENVIRONMENTAL SERVICES TRADEBE ENVIRONMENTAL SERVICES 401(K) PLAN | MERRILLVILLE, IN | Advisor / Consultant ADVISOR | 876 | $59.0M | $43K |
| OUTFORM GROUP, INC. OUTFORM GROUP, INC SAVINGS AND PROTECTION PLAN | CHICAGO, IL | Other NONE | 353 | $56.7M | $78K |
| TRADEBE ENVIRONMENTAL SERVICES TRADEBE ENVIRONMENTAL SERVICES 401(K) PLAN | MERRILLVILLE, IN | Advisor / Consultant ADVISOR | 879 | $56.3M | $54K |
| RAPID DISPLAYS, INC. RAPID DISPLAYS SAVINGS AND PROTECTION PLAN | CHICAGO, IL | Other NONE | 350 | $49.4M | $102K |
| TRADEBE ENVIRONMENTAL SERVICES TRADEBE ENVIRONMENTAL SERVICES 401(K) PLAN | MERRILLVILLE, IN | Advisor / Consultant ADVISOR | 822 | $46.7M | $37K |
| ADFINITAS MANAGEMENT, LLC ADFINITAS HEALTH 401(K) RETIREMENT PLAN | HANOVER, MD | Broker BROKER | 372 | $44.2M | $62K |
| ADFINITAS MANAGEMENT, LLC ADFINITAS HEALTH 401(K) RETIREMENT PLAN | HANOVER, MD | Broker BROKER | 421 | $40.4M | $55K |
| DANIEL G. SCHUSTER, LLC DANIEL G. SCHUSTER LLC 401(K) SALARY REDUCTION PLAN | OWINGS MILLS, MD | Advisor / Consultant INVESTMENT ADVISOR | 1,266 | $40.1M | $49K |
| TRI-STATE ORTHOPAEDICS AND SPORTS MEDICINE INC. TRI-STATE ORTHOPAEDICS AND SPORTS MEDICINE INC. 401(K) PROFIT SHARING PLAN | PITTSBURGH, PA | Advisor / Consultant INVESTMENT ADVISOR | 116 | $37.0M | $22K |
| DANIEL G. SCHUSTER, LLC DANIEL G. SCHUSTER LLC 401(K) SALARY REDUCTION PLAN | OWINGS MILLS, MD | Advisor / Consultant INVESTMENT ADVISOR | 1,366 | $37.0M | $52K |
| ASSOCIATED SURGEONS & PHYSICIANS, LLC ASAP 401(K) & PROFIT SHARING PLAN | FORT WAYNE, IN | Advisor / Consultant CONSULTANT | 160 | $35.4M | $48K |
| AMERICAN ANESTHESIOLOGY OF VIRGINIA , P.C. FAANA RETIREMENT PLAN | FALLS CHURCH, VA | Other NONE | 101 | $34.2M | $8K |
| ASSOCIATED SURGEONS & PHYSICIANS, LLC ASAP 401(K) & PROFIT SHARING PLAN | FORT WAYNE, IN | Advisor / Consultant CONSULTANT | 155 | $34.2M | $44K |
| ADFINITAS MANAGEMENT, LLC ADFINITAS HEALTH 401(K) RETIREMENT PLAN | HANOVER, MD | Broker BROKER | 363 | $33.2M | $0 |
| DANIEL G. SCHUSTER, LLC DANIEL G. SCHUSTER LLC 401(K) SALARY REDUCTION PLAN | OWINGS MILLS, MD | Advisor / Consultant INVESTMENT ADVISOR | 1,086 | $32.7M | $49K |
| ASSOCIATED SURGEONS & PHYSICIANS, LLC ASAP 401(K) & PROFIT SHARING PLAN | FORT WAYNE, IN | Advisor / Consultant CONSULTANT | 164 | $32.1M | $55K |
| TRI-STATE ORTHOPAEDICS AND SPORTS MEDICINE INC. TRI-STATE ORTHOPAEDICS AND SPORTS MEDICINE INC. 401(K) PROFIT SHARING PLAN | PITTSBURGH, PA | Advisor / Consultant INVESTMENT ADVISOR | 100 | $31.4M | $17K |
| TRI-STATE ORTHOPAEDICS AND SPORTS MEDICINE INC. TRI-STATE ORTHOPAEDICS AND SPORTS MEDICINE INC. 401(K) PROFIT SHARING PLAN | PITTSBURGH, PA | Advisor / Consultant INVESTMENT ADVISOR | 100 | $30.3M | $22K |
| NTI CONNECT, LLC NTI CONNECT 401(K) PLAN | DOWNERS GROVE, IL | Other NONE | 1,156 | $28.2M | $59K |
| HALL PRANGLE & SCHOONVELD LLC HALL PRANGLE & SCHOONVELD LLC RETIREMENT PLAN | CHICAGO, IL | Advisor / Consultant ADVISOR | 108 | $27.6M | $29K |
| HALL PRANGLE & SCHOONVELD LLC HALL PRANGLE & SCHOONVELD LLC RETIREMENT PLAN | CHICAGO, IL | Advisor / Consultant ADVISOR | 97 | $24.2M | $54K |
| NTI CONNECT, LLC NTI CONNECT 401(K) PLAN | DOWNERS GROVE, IL | Other NONE | 1,026 | $22.7M | $23K |
| HALL PRANGLE & SCHOONVELD LLC HALL PRANGLE & SCHOONVELD LLC RETIREMENT PLAN | CHICAGO, IL | Advisor / Consultant ADVISOR | 94 | $20.7M | $52K |
| MARION BODY WORKS, INC. MARION BODY WORKS, INC. SAVINGS PLAN | MARION, WI | Advisor / Consultant ADVISOR | 393 | $18.7M | $11K |
| FIDUCIAL, INC. FEDERATED FUNERAL DIRECTORS OF AMERICA, INC., A FIDUCIAL COMPANY, 401(K) SAVINGS PLAN | COLUMBIA, MD | Advisor / Consultant INVESTMENT ADVISOR | 114 | $17.9M | $42K |
| FIDUCIAL, INC. FEDERATED FUNERAL DIRECTORS OF AMERICA, INC., A FIDUCIAL COMPANY, 401(K) SAVINGS PLAN | COLUMBIA, MD | Advisor / Consultant INVESTMENT ADVISOR | 140 | $17.5M | $47K |
| MARION BODY WORKS, INC. MARION BODY WORKS, INC. SAVINGS PLAN | MARION, WI | Advisor / Consultant ADVISOR | 283 | $16.8M | $28K |
| AMERICAN ANESTHESIOLOGY OF VIRGINIA , P.C. FAANA RETIREMENT PLAN | FALLS CHURCH, VA | Other NONE | 11 | $15.7M | $7K |
| LEEDS WEST OPERATING GROUP, LLC LEEDS WEST GROUPS 401K RETIREMENT PLAN | GREENWOOD VILLAGE, CO | Other SERVICE PROVIDER | 604 | $15.6M | $0 |
| MARION BODY WORKS, INC. MARION BODY WORKS, INC. SAVINGS PLAN | MARION, WI | Advisor / Consultant ADVISOR | 256 | $15.1M | $37K |
| LEEDS WEST OPERATING GROUP, LLC LEEDS WEST GROUPS 401K RETIREMENT PLAN | GREENWOOD VILLAGE, CO | Other SERVICE PROVIDER | 653 | $14.4M | $0 |
| VELOCITY RISK UNDERWRITERS, LLC VELOCITY RISK UNDERWRITERS, LLC RETIREMENT PLAN | NASHVILLE, TN | Other SERVICE PROVIDER | 154 | $13.5M | $0 |
| COLUMBUS US, INC. COLUMBUS 401(K) PLAN | MINNEAPOLIS, MN | Advisor / Consultant INVESTMENT ADVISOR | 42 | $12.7M | $22K |
| COLUMBUS US, INC. COLUMBUS 401(K) PLAN | MINNEAPOLIS, MN | Advisor / Consultant INVESTMENT ADVISOR | 49 | $12.5M | $20K |
| COLUMBUS US, INC. COLUMBUS 401(K) PLAN | MINNEAPOLIS, MN | Advisor / Consultant INVESTMENT ADVISOR | 53 | $11.2M | $21K |
| VELOCITY RISK UNDERWRITERS, LLC VELOCITY RISK UNDERWRITERS, LLC RETIREMENT PLAN | NASHVILLE, TN | Other SERVICE PROVIDER | 117 | $10.3M | $0 |
| ASENZYA, INC. ASENZYA, INC. EMPLOYEES PROFIT SHARING PLAN | OAK CREEK, WI | Other NONE | 137 | $10.1M | $31K |
| OTTAWA DENTAL LABORATORY, LLC OTTAWA DENTAL LABORATORY, LLC EMPLOYEES' PROFIT SHARING PLAN | OTTAWA, IL | Other NONE | 363 | $9.7M | $8K |
| OTTAWA DENTAL LABORATORY, LLC OTTAWA DENTAL LABORATORY, LLC EMPLOYEES' PROFIT SHARING PLAN | OTTAWA, IL | Advisor / Consultant INVESTMENT ADVISOR | 363 | $9.7M | $34K |
| OTTAWA DENTAL LABORATORY, LLC OTTAWA DENTAL LABORATORY, LLC EMPLOYEES' PROFIT SHARING PLAN | OTTAWA, IL | Other NONE | 334 | $8.6M | $17K |
| JETTY UNITED JETTY UNITED 401(K) PLAN | CORPUS CHRISTI, TX | Advisor / Consultant ADVISOR | 150 | $8.1M | $104K |
| MOOSE TOYS LLC MOOSE TOYS LLC 401(K) PLAN | EL SEGUNDO, CA | Advisor / Consultant RIA | 115 | $7.4M | $16K |
| OTTAWA DENTAL LABORATORY, LLC OTTAWA DENTAL LABORATORY, LLC EMPLOYEES' PROFIT SHARING PLAN | OTTAWA, IL | Other NONE | 312 | $7.4M | $23K |
| JETTY UNITED JETTY UNITED 401(K) PLAN | CORPUS CHRISTI, TX | Advisor / Consultant ADVISOR | 229 | $7.0M | $9K |
| JETTY UNITED JETTY UNITED 401(K) PLAN | CORPUS CHRISTI, TX | Advisor / Consultant ADVISOR | 229 | $7.0M | $9K |
| VELOCITY RISK UNDERWRITERS, LLC VELOCITY RISK UNDERWRITERS, LLC RETIREMENT PLAN | NASHVILLE, TN | Other SERVICE PROVIDER | 127 | $6.7M | $0 |
| KDCPR, LLC KDCPR RETIREMENT PLAN & TRUST | CORPUS CHRISTI, TX | Advisor / Consultant ADVISOR | 106 | $6.1M | $514 |
| HUMPAL PHYSICAL THERAPY P.C. HUMPAL PHYSICAL THERAPY P.C. 401K PLAN | CORPUS CHRISTI, TX | Advisor / Consultant ADVISOR | 188 | $4.7M | $8K |
| JESSUP MANUFACTURED HOUSING, LLC JESSUP MANUFACTURED HOUSING, LLC 401(K) PLAN | WACO, TX | Advisor / Consultant INVESTMENT ADVISOR | 318 | $4.4M | $9K |
| SHIBLEY MANAGEMENT, INC. SHIBLEY MANAGEMENT, INC. PROFIT SHARING PLAN AND TRUST | CHAGRIN FALLS, OH | Advisor / Consultant INVESTMENT ADVISOR | 238 | $4.4M | $16K |
| HUMPAL PHYSICIAL THERAPY P.C. HUMPAL PHYSICAL THERAPY P.C. 401K PLAN | CORPUS CHRISTI, TX | Advisor / Consultant ADVISOR | 193 | $3.7M | $8K |
| JESSUP MANUFACTURED HOUSING, LLC JESSUP MANUFACTURED HOUSING, LLC 401(K) PLAN | WACO, TX | Advisor / Consultant CONSULTANT | 209 | $3.7M | $7K |
| RESOURCE CARE RESOURCE CARE 401(K) PLAN | ALBANY, TX | Advisor / Consultant ADVISOR | 117 | $3.1M | $0 |
| MACHINING TECHNOLOGIES, INC. MATECH 401(K) PLAN | SALISBURY, MD | Broker BROKER | 89 | $3.1M | $0 |
| JESSUP MANUFACTURED HOUSING, LLC JESSUP MANUFACTURED HOUSING, LLC 401(K) PLAN | WACO, TX | Advisor / Consultant INVESTMENT ADVISOR | 295 | $2.8M | $3K |
| RESOURCE CARE RESOURCE CARE 401(K) PLAN | ALBANY, TX | Advisor / Consultant ADVISOR | 109 | $2.6M | $9K |
| OUTFORM GROUP, INC. OUTFORM GROUP, INC. UNION 401(K) PLAN | CHICAGO, IL | Other NONE | 102 | $2.6M | $6K |
| GOVIND DEVELOPMENT, LLC GOVIND DEVELOPMENT, LLC 401(K) PLAN | CORPUS CHRISTI, TX | Advisor / Consultant ADVISOR | 52 | $2.4M | $6K |
| SHACKELFORD COUNTY COMMUNITY RESOURCECARE 401(K) PROFIT SHARING PLAN & TRUST | ALBANY, TX | Advisor / Consultant ADVISOR | 120 | $2.1M | $3K |
| CEC ENERGY SERVICES, LLC CEC ENERGY SERVICES, LLC 401(K) PROFIT SHARING PLAN | SINTON, TX | Advisor / Consultant INVESTMENT MANAGER | 160 | $2.0M | $22K |
| GOODWILL OF SOUTH TEXAS GOODWILL OF SOUTH TEXAS 403(B) RETIREMENT PLAN | CORPUS CHRISTI, TX | Advisor / Consultant CONSULTANT | 37 | $1.7M | $3K |
| GOODWILL OF SOUTH TEXAS GOODWILL OF SOUTH TEXAS 403(B) RETIREMENT PLAN | CORPUS CHRISTI, TX | Advisor / Consultant CONSULTANT | 36 | $1.5M | $2K |