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PFM ADVISORS

6 known aliases resolved via the canonical alias map

Market position · 2024

Plans served19-3 YoYRank #802 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
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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