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UPSTATE ADVISORS GROUP

3 known aliases resolved via the canonical alias map

Market position · 2024

Plans served5+1 YoYRank #2152 of mapped providers
Assets under administration$814M0.0%Market share · rank #4572
Fees received$83,800Median $15,500/planSum across Schedule C direct + indirect
Net wins YoY+11 won · 0 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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