Data Store

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Adviser Research Dashboard

This interactive, customizable tool allows you to view detailed data on compensation, staffing and financial performance practices from across the industry.

PRICE: $999

2017 Adviser Technology Study

Format: PDF

The 2017 InvestmentNews Adviser Technology Study provides a blueprint for the industry, with actionable takeaways and the latest solutions to help advisers drive profitability, efficiency and growth for their firms. Order your copy today.

PRICE: $299

2016 Financial Performance Study of Advisory Firms

Format: PDF

Benchmark your business against the industry's best and brightest practices with the 2016 InvestmentNews Financial Performance Study of Advisory Firms. Order your copy today.

PRICE: $499

The Adviser Compensation and Staffing Study: Solo Edition

Format: PDF

The Adviser Compensation & Staffing Study is now available in a version created specifically for solo advisers. Use this guide to benchmark your pay and pay practices against other solo advisers, determine how much direct compensation you should draw from your business each year and set compensation levels and incentive programs for your firm.

PRICE: $199

B-D Data Center spreadsheets

Format: Spreadsheet

Download the complete set of data points and details collected from the 109 largest independent broker-dealers. Data points include financials, rep counts, and payout. Also included: information about key funds and insurance products sold, plus the technology products offered on each IBD's platform.

PRICE: $795 retail (promo codes available)

Advisers on the Move: Historical Download

Format: Spreadsheet

The complete archives of all activity tracked since Advisers on the Move was introduced. Data gathered begins in Sept. 2009 and continues through to today's date.

PRICE: $99

RIA Data Center spreadsheets

Format: Spreadsheet

Download all of the information contained in the RIA Data Center for more than 2,300 fee-only, SEC-registered firms. Data points include total assets, number of accounts, size of firm and compensation information.

PRICE: $595 (promo codes available)

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