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FIRST REPUBLIC INVESTMENT MGMT

22 known aliases resolved via the canonical alias map

Market position · 2024

Plans served17-16 YoYRank #880 of mapped providers
Assets under administration$349M0.0%Market share · rank #5568
Fees received$520,862Median $24,805/planSum across Schedule C direct + indirect
Net wins YoY-162 won · 18 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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