EFFICIENT ADVISORS

5 known aliases resolved via the canonical alias map

Market position · 2024

Plans served4-1 YoYRank #2426 of mapped providers

Assets under administration$16.1B0.0%Market share · rank #810

Fees received$62,321Median $9,283/planSum across Schedule C direct + indirect

Net wins YoY-13 won · 4 lostPlan-level switch detection

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