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SMITH, SCHAFER & ASSOCIATES, LTD.

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Market position · 2024

Plans served2-2 YoYRank #4370 of mapped providers
Assets under administration$33M0.0%Market share · rank #8832
Fees received$22,835Median $11,418/planSum across Schedule C direct + indirect
Net wins YoY-21 won · 3 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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