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KOVITZ INVESTMENT GROUP

9 known aliases resolved via the canonical alias map

Market position · 2024

Plans served9-1 YoYRank #1447 of mapped providers
Assets under administration$7.0B0.0%Market share · rank #1538
Fees received$355,223Median $15,938/planSum across Schedule C direct + indirect
Net wins YoY-13 won · 4 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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