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STRATEGIC ADVISORS, INC.

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Market position · 2024

Plans served3,667+365 YoYRank #5 of mapped providers
Assets under administration$1.52T1.7%Market share · rank #2
Fees received$297MMedian $17,554/planSum across Schedule C direct + indirect
Net wins YoY+364593 won · 229 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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