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CERITY PARTNERS

23 known aliases resolved via the canonical alias map

Market position · 2024

Plans served93+18 YoYRank #209 of mapped providers
Assets under administration$71.6B0.1%Market share · rank #204
Fees received$5MMedian $31,622/planSum across Schedule C direct + indirect
Net wins YoY+1930 won · 11 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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