CERITY PARTNERS

23 known aliases resolved via the canonical alias map

Market position · 2024

Plans served91+16 YoYRank #209 of mapped providers

Assets under administration$78.2B0.1%Market share · rank #204

Fees received$5MMedian $33,407/planSum across Schedule C direct + indirect

Net wins YoY+1930 won · 11 lostPlan-level switch detection

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