WEALTHSPIRE ADVISORS

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

Active participants

128,582

Total plan assets

$65.1B

Filings (rows)

Direct comp

$601K

Indirect comp

$63K

SERVICES PROVIDED

Investment manager14

Broker3

Advisor / Consultant2

Plans served

All 19 plans

UNITED AIRLINES, INC. UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN	CHICAGO, IL	Advisor / Consultant	17,444	$16.8B	$12K	$0
UNITED AIRLINES, INC. UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN	CHICAGO, IL	Advisor / Consultant	16,617	$14.4B	$10K	$0
UNITED AIRLINES, INC. UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN	CHICAGO, IL	Investment manager	14,959	$11.8B	$10K	$0
THE CHARLES SCHWAB CORPORATION SCHWABPLAN RETIREMENT SAVINGS AND INVESTMENT PLAN	WESTLAKE, TX	Investment manager	32,145	$8.9B	$21K	$0
THE MEDICAL COLLEGE OF WISCONSIN, INC. THE MEDICAL COLLEGE OF WISCONSIN, INC. RETIREMENT PLAN	MILWAUKEE, WI	Broker	6,844	$2.6B	$71K	$0
THE MEDICAL COLLEGE OF WISCONSIN, INC. THE MEDICAL COLLEGE OF WISCONSIN, INC. RETIREMENT PLAN	MILWAUKEE, WI	Broker	6,796	$2.3B	$60K	$0
THE MEDICAL COLLEGE OF WISCONSIN, INC. THE MEDICAL COLLEGE OF WISCONSIN, INC. RETIREMENT PLAN	MILWAUKEE, WI	Broker	6,591	$2.0B	$58K	$0
NFP CORP. NFP CORP. 401(K) PLAN	NEW YORK, NY	Investment manager	6,644	$976.9M	$85K	$0
NFP CORP. NFP CORP. 401(K) PLAN	NEW YORK, NY	Investment manager	6,281	$827.6M	$37K	$0
KATTEN MUCHIN ROSENMAN LLP KATTEN MUCHIN ROSENMAN LLP DEFINED CONTRIBUTION PLAN	CHICAGO, IL	Investment manager	1,113	$793.3M	$0	$22K
KATTEN MUCHIN ROSENMAN LLP KATTEN MUCHIN ROSENMAN LLP DEFINED CONTRIBUTION PLAN	CHICAGO, IL	Investment manager	1,107	$699.3M	$0	$20K
NFP CORP. NFP CORP. 401(K) PLAN	NEW YORK, NY	Investment manager	5,991	$663.7M	$19K	$0
GUGGENHEIM SERVICES, LLC GUGGENHEIM SERVICES RETIREMENT SAVINGS PLAN	CHICAGO, IL	Investment manager	2,043	$611.3M	$21K	$0
KATTEN MUCHIN ROSENMAN LLP KATTEN MUCHIN ROSENMAN LLP DEFINED CONTRIBUTION PLAN	CHICAGO, IL	Investment manager	1,168	$584.3M	$0	$21K
GUGGENHEIM SERVICES, LLC GUGGENHEIM SERVICES RETIREMENT SAVINGS PLAN	CHICAGO, IL	Investment manager	2,010	$502.5M	$30K	$0
DAVIS+GILBERT LLP DAVIS+GILBERT LLP PROFIT SHARING RETIREMENT PLAN	NEW YORK, NY	Investment manager	135	$149.2M	$58K	$0
DAVIS+GILBERT LLP DAVIS+GILBERT LLP PROFIT SHARING RETIREMENT PLAN	NEW YORK, NY	Investment manager	133	$131.5M	$49K	$0
DAVIS+GILBERT LLP DAVIS+GILBERT LLP PROFIT SHARING RETIREMENT PLAN	NEW YORK, NY	Investment manager	129	$109.3M	$53K	$0
ROTHSCHILD & CO. NORTH AMERICA INC. ROTHSCHILD & CO NORTH AMERICA, INC. 401(K) AND PROFIT SHARING PLAN	NEW YORK, NC	Investment manager	432	$105.9M	$6K	$0