All providers

J W COLE FINANCIAL INC

23 known aliases resolved via the canonical alias map

Market position · 2024

Plans served11+1 YoYRank #1398 of mapped providers
Assets under administration$422M0.0%Market share · rank #5338
Fees received$359,847Median $22,336/planSum across Schedule C direct + indirect
Net wins YoY-12 won · 3 lostPlan-level switch detection

See full J W COLE FINANCIAL INC 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.

J W Cole Financial Inc - retirement plan analytics - PlanOptica