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FINANCIAL ENGINES

40 known aliases resolved via the canonical alias map

Market position · 2024

Plans served196+24 YoYRank #120 of mapped providers
Assets under administration$569.0B0.6%Market share · rank #23
Fees received$126MMedian $125,577/planSum across Schedule C direct + indirect
Net wins YoY+2236 won · 14 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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