WEALTHSPIRE RETIREMENT ADVISORY

7 known aliases resolved via the canonical alias map

Market position · 2024

Plans served106+101 YoYRank #2225 of mapped providers

Assets under administration$23.2B0.0%Market share · rank #940

Fees received$5MMedian $36,527/planSum across Schedule C direct + indirect

Net wins YoY+01 won · 1 lostPlan-level switch detection

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