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FIRST REPUBLIC INVESTMENT MANA

6 known aliases resolved via the canonical alias map

Market position · 2024

Plans served7-10 YoYRank #1604 of mapped providers
Assets under administration$164M0.0%Market share · rank #6034
Fees received$284,777Median $30,295/planSum across Schedule C direct + indirect
Net wins YoY-91 won · 10 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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