MONETA GROUP LLC

27 known aliases resolved via the canonical alias map

Market position · 2024

Plans served93+2 YoYRank #210 of mapped providers

Assets under administration$18.8B0.0%Market share · rank #1153

Fees received$4MMedian $34,701/planSum across Schedule C direct + indirect

Net wins YoY+29 won · 7 lostPlan-level switch detection

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