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HFM INVESTMENT ADVISORS

5 known aliases resolved via the canonical alias map

Market position · 2024

Plans served6+2 YoYRank #2154 of mapped providers
Assets under administration$122M0.0%Market share · rank #7022
Fees received$195,969Median $23,548/planSum across Schedule C direct + indirect
Net wins YoY+12 won · 1 lostPlan-level switch detection

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HFM Investment Advisors - retirement plan analytics - PlanOptica