INSERO & CO. CPAS, LLP

42 known aliases resolved via the canonical alias map

Market position · 2024

Plans served36-2 YoYRank #448 of mapped providers

Assets under administration$23.6B0.0%Market share · rank #524

Fees received$999,145Median $27,138/planSum across Schedule C direct + indirect

Net wins YoY-14 won · 5 lostPlan-level switch detection

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