Practice Management:
Compare your firm’s financial performance, fees, salaries and spending to your peers, and keep yourself competitive as you grow. Put practice management data at your fingertips with a subscription to the Advisor Research Dashboard or purchase in-depth analysis from our annual studies.
Advisor Research Dashboard
Based on data collected through our annual studies, this interactive, customizable tool allows you to benchmark your business against your peers.
Compensation & Staffing
This annual report covers compensation levels, structures and trends for the 30 positions most common at independent advisory practices.
Pricing & Profitability
This annual report details how independent firms are adding assets, setting fees and working to improve their bottom line.
Technology
This report shows how the most industry’s most innovative firms are investing in technology to support their productivity and growth.
Industry Data and Firm Moves:
Find out who’s doing the most active recruiting in your area, how brokers are setting payouts and who the top fee-only practices are. Our databases of industry moves and players are included with your InvestmentNews subscription.
Advisors on the Move
Track the latest advisers and brokers changing firms and view the wirehouses, regional brokerages, RIAs and IBDs with the most recruiting activity.
Broker-Dealers
Review payouts at top independent broker-dealers and filter industry firms by revenue, product lines and number of reps.
RIAs
Use our interactive rankings of independent, fee-only advisory firms to find key information on assets and service models.
All Firms
Browse firms across channels and find key metrics on their workforces and business activities.
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