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PHILLIPS FINANCIAL MANAGEMENT LLC

23 known aliases resolved via the canonical alias map

Market position · 2024

Plans served18+3 YoYRank #869 of mapped providers
Assets under administration$6.3B0.0%Market share · rank #1627
Fees received$562,811Median $24,051/planSum across Schedule C direct + indirect
Net wins YoY+22 won · 0 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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