INDEPENDENT FINANCIAL PARTNERS

194 known aliases resolved via the canonical alias map

Market position · 2024

Plans served211-13 YoYRank #109 of mapped providers

Assets under administration$188.1B0.2%Market share · rank #73

Fees received$44MMedian $67,558/planSum across Schedule C direct + indirect

Net wins YoY-1427 won · 41 lostPlan-level switch detection

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