Filings through .

All providers

Aristotle

Matched across 4 name variants in the filings

Market position · 2024

Plans served12+3 YoYRank #1194 of mapped providers
Assets under administration$2.8B0.0%Share of filed assets - rank #3045
Fees received$672,180Median $14,956/planSum across Schedule C direct + indirect
Net wins YoY+33 won - 0 lostPlan-level switch detection

See full Aristotle analytics with Pro.

Pro shows client lists, growth, peer benchmarks and fee analytics for this provider. Free for 7 days, no card. Then $49 a month. Cancel any time.