The InvestmentNews BD Data Center is your doorway to information and intelligence about the independent broker-dealer industry.
Our proprietary data includes critical information on more than 100 of the most influential independent B-D — firms that have a combined 123,000 financial advisers and more than $1.7 trillion in client assets.
Use our industry rankings to quickly view the largest, fastest growing, highest paying and most profitable B-Ds, or take advantage of our custom rankings feature to create your own industry snap-shot across dozens of data points.
If you’re a financial adviser looking to make a career move within the independent B-D channel, or if you’re looking to examine trends among the industry’s largest players, the InvestmentNews Data Center contains all of the tools to meet of your information needs.
Use our “Find a B-D” tool to filter through the universe of broker-dealers by size, typical payouts, clearing firms used or simply by location.
Once you have identified the firms that you would like to analyze, subscribers to the InvestmentNews B-D Data Center can compare the payout grids at roughly 100 broker-dealers with our exclusive “Payout Calculator” tool. The payout calculator contains breakdowns across all production levels, as well as the five major product categories.
Or, subscribers can also use our “Broker-Dealer Match-Up” tool to directly compare the rep counts, production levels, and key financial information — including revenue, excess net capital and earnings — that every financial adviser needs to know before making an informed decision about your next move.
Subscribers to the B-D Data Center will also get exclusive access to advanced details on every independent broker-dealer – details that will show exactly how these firms generate their revenues, how they compensate their financial advisers, and what types of fees and charges advisers have to pay once they’re affiliated with a specific firm.
All of this information is available for subscribers to seamlessly download into Excel files directly from the B-D Data Center.
So please take a moment to explore the B-D Data Center and allow InvestmentNews to power your industry intelligence.