Filings through .

All providers

Stonecrest Advisors, Inc.

Matched across 2 name variants in the filings

Market position · 2024

Plans served1-1 YoYRank #3954 of mapped providers
Assets under administration$5M0.0%Share of filed assets - rank #12232
Fees received$19,626Median $19,626/planSum across Schedule C direct + indirect
Net wins YoY+00 won - 0 lostPlan-level switch detection

See full Stonecrest Advisors, Inc. analytics with Pro.

Pro shows client lists, growth, peer benchmarks and fee analytics for this provider. Free for 7 days, no card. Then $49 a month. Cancel any time.