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EVERHART ADVISORS

11 known aliases resolved via the canonical alias map

Market position · 2024

Plans served111+8 YoYRank #181 of mapped providers
Assets under administration$2.9B0.0%Market share · rank #2472
Fees received$4MMedian $28,518/planSum across Schedule C direct + indirect
Net wins YoY+512 won · 7 lostPlan-level switch detection

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Everhart Advisors - retirement plan analytics - PlanOptica