InvestmentNews/Moss Adams Adviser Compensation and Staffing Study

Hundreds of advisory firms took part in the 2011 InvestmentNews/Moss Adams Adviser Compensation and Staffing benchmark study, which found that a select group of advisory firms were financially successful in part because they excelled at effectively managing their human capital. Highlights of this year's study include:

View Executive Summary

Order the Report

Related Events

View On-Demand Webcast: Managing Staff Growth

View On-Demand Webcast: Owner Compensation and Equity Trends

View On-Demand Webcast: Adviser Compensation and Staffing Study Results

Related Videos

How Top RIAs Recruit & Retain Talent

Tips for Becoming a Top RIA

Related Media Links

Revisit Your Salary and Review Process by Kelli Cruz (December 19, 2011)

Experienced RIA Advice Givers More Likely To Negotiate Equity Ownership (November 22, 2011)

Survey Shows Most Advisory Firms Plan To Hire This Year (November 14, 2011)

The Touch of a Blacksmith (November 2011)

Hiring at Your Advisory Firm? Don't Get Left Behind by Kelli Cruz (November 13, 2011)

Firms Seeking Recruits Offer a Pathway to Partnership (October 9, 2011)

Special Report: Staffing & Compensation (September 26, 2011)

With Benefits, Size Matters (September 25, 2011)

Advisers: Staff Up, then Make Your Bid for New Business (June 19, 2011)

InvestmentNews/Moss Adams Adviser Compensation and Staffing Study

Hundreds of advisory firms took part in the 2011 InvestmentNews/Moss Adams Adviser Compensation and Staffing benchmark study, which found that a select group of advisory firms were financially successful in part because they excelled at effectively managing their human capital. Highlights of this year's study include:

View Executive Summary

Order the Report

Related Events

View On-Demand Webcast: Managing Staff Growth

View On-Demand Webcast: Owner Compensation and Equity Trends

View On-Demand Webcast: Adviser Compensation and Staffing Study Results

Related Videos

How Top RIAs Recruit & Retain Talent

Tips for Becoming a Top RIA

Related Media Links

Revisit Your Salary and Review Process by Kelli Cruz (December 19, 2011)

Experienced RIA Advice Givers More Likely To Negotiate Equity Ownership (November 22, 2011)

Survey Shows Most Advisory Firms Plan To Hire This Year (November 14, 2011)

The Touch of a Blacksmith (November 2011)

Hiring at Your Advisory Firm? Don't Get Left Behind by Kelli Cruz (November 13, 2011)

Firms Seeking Recruits Offer a Pathway to Partnership (October 9, 2011)

Special Report: Staffing & Compensation (September 26, 2011)

With Benefits, Size Matters (September 25, 2011)

Advisers: Staff Up, then Make Your Bid for New Business (June 19, 2011)

InvestmentNews/Moss Adams Adviser Compensation and Staffing Study

Hundreds of advisory firms took part in the 2011 InvestmentNews/Moss Adams Adviser Compensation and Staffing benchmark study, which found that a select group of advisory firms were financially successful in part because they excelled at effectively managing their human capital. Highlights of this year's study include:

  • Comprehensive compensation benchmarking data on 38 advisory firm job positions
  • How staffing practices have changed over the past few years
  • Current trends in owner compensation, equity distributions, and structures
  • Employee benefits data
  • Updated financial and operational benchmarking data

View Executive Summary

Order the Report

Related Events

View On-Demand Webcast: Managing Staff Growth

View On-Demand Webcast: Owner Compensation and Equity Trends

View On-Demand Webcast: Adviser Compensation and Staffing Study Results

Related Videos

How Top RIAs Recruit & Retain Talent

Tips for Becoming a Top RIA

Related Media Links

Revisit Your Salary and Review Process by Kelli Cruz (December 19, 2011)

Experienced RIA Advice Givers More Likely To Negotiate Equity Ownership (November 22, 2011)

Survey Shows Most Advisory Firms Plan To Hire This Year (November 14, 2011)

The Touch of a Blacksmith (November 2011)

Hiring at Your Advisory Firm? Don't Get Left Behind by Kelli Cruz (November 13, 2011)

Firms Seeking Recruits Offer a Pathway to Partnership (October 9, 2011)

Special Report: Staffing & Compensation (September 26, 2011)

With Benefits, Size Matters (September 25, 2011)

Advisers: Staff Up, then Make Your Bid for New Business (June 19, 2011)

Featured video

Events

Schwab's Clark: How next-gen can position themselves for success

How can the next generation position themselves for success in the industry? Our student correspondent from Texas Tech, speaks with Bernie Clark to find out.

Latest news & opinion

Nontraded BDC sales in worst year since 2010

The illiquid product's three-year decline is partially due to new regulations and poor performance.

Tax reform debate sparks fresh interest in donor-advised funds

Schwab reports new accounts up 50% from last year, assets up 33%.

Nontraded REITs to post worst sales since 2002

The industry is on track to raise just $4.4 billion, well off the $19.6 billion it raised just four years ago, as new regulations hinder sales.

Broker protocol for recruiting a boon for clients

New research finds advisers whose firms have joined the agreement take better care of customers.

Meet our 2017 Women to Watch

Introducing 20 female financial advisers and industry executives who are distinguished leaders, advancing the business of providing advice through their creativity and hard work.

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print

Hundreds of advisory firms took part in the 2011 InvestmentNews/Moss Adams Adviser Compensation and Staffing benchmark study, which found that a select group of advisory firms were financially successful in part because they excelled at effectively managing their human capital. Highlights of this year's study include:

View Executive Summary

Order the Report

Related Events

View On-Demand Webcast: Managing Staff Growth

View On-Demand Webcast: Owner Compensation and Equity Trends

View On-Demand Webcast: Adviser Compensation and Staffing Study Results

Related Videos

How Top RIAs Recruit & Retain Talent

Tips for Becoming a Top RIA

Related Media Links

Revisit Your Salary and Review Process by Kelli Cruz (December 19, 2011)

Experienced RIA Advice Givers More Likely To Negotiate Equity Ownership (November 22, 2011)

Survey Shows Most Advisory Firms Plan To Hire This Year (November 14, 2011)

The Touch of a Blacksmith (November 2011)

Hiring at Your Advisory Firm? Don't Get Left Behind by Kelli Cruz (November 13, 2011)

Firms Seeking Recruits Offer a Pathway to Partnership (October 9, 2011)

Special Report: Staffing & Compensation (September 26, 2011)

With Benefits, Size Matters (September 25, 2011)

Advisers: Staff Up, then Make Your Bid for New Business (June 19, 2011)