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CAP FINANCIAL PARTNERS, LLC

34 known aliases resolved via the canonical alias map

Market position · 2024

Plans served99+13 YoYRank #196 of mapped providers
Assets under administration$28.3B0.0%Market share · rank #451
Fees received$5MMedian $39,485/planSum across Schedule C direct + indirect
Net wins YoY+1741 won · 24 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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