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FINLEY & COOK

11 known aliases resolved via the canonical alias map

Market position · 2024

Plans served4-4 YoYRank #2507 of mapped providers
Assets under administration$72M0.0%Market share · rank #7735
Fees received$43,918Median $13,467/planSum across Schedule C direct + indirect
Net wins YoY-40 won · 4 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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