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INDEPENDENT FINANCIAL PARTNERS

194 known aliases resolved via the canonical alias map

Market position · 2024

Plans served207-17 YoYRank #109 of mapped providers
Assets under administration$188.9B0.2%Market share · rank #73
Fees received$44MMedian $68,209/planSum across Schedule C direct + indirect
Net wins YoY-1526 won · 41 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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