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MERRILL LYNCH PIERCE FENNER & SMITH

360 known aliases resolved via the canonical alias map

Market position · 2024

Plans served2,321-77 YoYRank #11 of mapped providers
Assets under administration$335.9B0.4%Market share · rank #41
Fees received$198MMedian $31,141/planSum across Schedule C direct + indirect
Net wins YoY-53313 won · 366 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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