Financial Performance

InvestmentNews Financial Performance Study of Advisory Firms

Our bi-annual study on the financial performance of advisory firms provides industry benchmarks on advisory firm financials including common-sized income statements, balance sheet and key performance ratios.
Purchase Report


About InvestmentNews Research

InvestmentNews Research provides financial advisers with the industry's most informative practice management studies and benchmarking reports.

Study Topics

Pay Pal

Get quick and updated data points on compensation levels for 24 positions across the advisory industry.

The Adviser's Consultant

Register to receive IN Research's monthly e-newsletter, which provides advisers with targeted intelligence to manage their practices more effectively.