PFM ADVISORS

6 known aliases resolved via the canonical alias map

Market position · 2024

Plans served19-3 YoYRank #775 of mapped providers

Assets under administration$9.1B0.0%Market share · rank #1334

Fees received$3MMedian $70,000/planSum across Schedule C direct + indirect

Net wins YoY-31 won · 4 lostPlan-level switch detection

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