Who earns what?

Oct 17, 2015 @ 12:01 am

By InvestmentNews Research and Ellie Zhu

Below is a snapshot. For more information, visit research.investmentnews.com/dashboard, where you can also benchmark staffing levels, compensation and income statement data based on certifications, firm size or firm type.

SALARY BY POSITION Median total income for selected positions*
Executives Advisers Supportive roles Rank all
*Medians are derived only from individuals who received a given type of compensation.
**Includes total traditional compensation (salary or commissions-based primary compensation, and bonus) as well as value of perks and any profit distributions.
Source: 2015 InvestmentNews Adviser Compensation and Staffing Study
SALARY RANGE Median total cash compensation range
Source: 2015 InvestmentNews Adviser Compensation and Staffing Study
TOP PERFORMERS Median financial metrics and ratios
Top performers* All others
Assets under
management (AUM)
$280,480,533 $156,520,424
Revenue $2,394,497 $1,219,239
Clients 308 220
AUM per client $869,219 $759,447
Compounded annual
revenue growth
(2012-2014)
15.7% 18.9%
Revenue per
professional
$740,500 $407,524
Operating
profit margin
42.8% 15.5%
Pretax income
per owner
$699,511 $291,536
OWNER INCOME Pretax income per owner by firm revenue
*Top performers are those firms who rank in the top quartile of a compound ranking of the following: operating profit margin, pretax income per owner, year-over-year revenue growth, revenue per professional and earnings before owner compensation (as a percentage of revenue).
Source: 2015 InvestmentNews Adviser Compensation and Staffing Study
STAFF STACK UP Typical staff structure and head count by firm revenue
*May not be sum of above due to rounding
Source: 2015 InvestmentNews Adviser Compensation and Staffing Study
Notes: The survey was conducted between April 8 and June 12. In total, qualified data were used from 363 firms who supplied financial information for their organizations, in addition to providing compensation, staffing, strategy, and management data on their practice. Compensation data was collected on 3,196 individual positions staffed at participating advisory firms.

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