All providers

BANKS, FINLEY, WHITE & CO.

11 known aliases resolved via the canonical alias map

Market position · 2024

Plans served3-1 YoYRank #3114 of mapped providers
Assets under administration$2.2B0.0%Market share · rank #2941
Fees received$63,889Median $20,500/planSum across Schedule C direct + indirect
Net wins YoY-10 won · 1 lostPlan-level switch detection

See full BANKS, FINLEY, WHITE & CO. analytics. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.