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PKF O'CONNOR DAVIES, LLP

65 known aliases resolved via the canonical alias map

Market position · 2024

Plans served106+3 YoYRank #183 of mapped providers
Assets under administration$60.2B0.1%Market share · rank #257
Fees received$3MMedian $18,875/planSum across Schedule C direct + indirect
Net wins YoY+440 won · 36 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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