FUND DIRECT ADVISORS

14 known aliases resolved via the canonical alias map

Market position · 2024

Plans served30-5 YoYRank #489 of mapped providers

Assets under administration$15.7B0.0%Market share · rank #674

Fees received$1MMedian $20,994/planSum across Schedule C direct + indirect

Net wins YoY-23 won · 5 lostPlan-level switch detection

See full FUND DIRECT ADVISORS analytics. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.