STRATEGIC ADVISORS, INC.

86 known aliases resolved via the canonical alias map

Market position · 2024

Plans served3,741+438 YoYRank #5 of mapped providers

Assets under administration$1.58T1.7%Market share · rank #2

Fees received$310MMedian $17,624/planSum across Schedule C direct + indirect

Net wins YoY+369597 won · 228 lostPlan-level switch detection

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