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CAMBRIDGE INVESTMENT RESEARCH

106 known aliases resolved via the canonical alias map

Market position · 2024

Plans served473+13 YoYRank #60 of mapped providers
Assets under administration$146.1B0.2%Market share · rank #96
Fees received$34MMedian $22,338/planSum across Schedule C direct + indirect
Net wins YoY+14115 won · 101 lostPlan-level switch detection
Plans served · 5-year trajectory
Bar chart with market-share annotations.
Customer-base shape
Participant bands, asset bands, top states, top NAICS.

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