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SAGE ADVISORY SERVICES

55 known aliases resolved via the canonical alias map

Market position · 2024

Plans served90-7 YoYRank #207 of mapped providers
Assets under administration$32.0B0.0%Market share · rank #424
Fees received$7MMedian $48,543/planSum across Schedule C direct + indirect
Net wins YoY-219 won · 21 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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