ROCKEFELLER FINANCIAL LLC

10 known aliases resolved via the canonical alias map

Market position · 2024

Plans served63+36 YoYRank #323 of mapped providers

Assets under administration$1.8B0.0%Market share · rank #3322

Fees received$2MMedian $26,506/planSum across Schedule C direct + indirect

Net wins YoY+3338 won · 5 lostPlan-level switch detection

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