PROVENANCE WEALTH ADVISORS

6 known aliases resolved via the canonical alias map

Market position · 2024

Plans served15Rank #941 of mapped providers

Assets under administration$639M0.0%Market share · rank #4738

Fees received$880,386Median $35,142/planSum across Schedule C direct + indirect

Net wins YoY+03 won · 3 lostPlan-level switch detection

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