ROBERTS & HOLLAND

10 known aliases resolved via the canonical alias map

Market position · 2024

Plans served5Rank #2019 of mapped providers

Assets under administration$3.3B0.0%Market share · rank #2447

Fees received$1MMedian $122,972/planSum across Schedule C direct + indirect

Net wins YoY+01 won · 1 lostPlan-level switch detection

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