Unlock your firm’s full potential with the ultimate advisory study

Unlock your firm’s full potential with the ultimate advisory study
Stay on top of the industry with InvestmentNews’ Advisor Benchmarking Study.
JAN 05, 2024

In the ever-evolving landscape of financial advisory, staying current, connected, and ahead of the curve is crucial. Which is why InvestmentNews is proud to present its Advisor Benchmarking Study, a comprehensive survey designed to give advisors the needed data, statistics, and insights to take their practice to an all-new level. 

The InvestmentNews Advisor Benchmarking Study takes comprehensive data from over 100 participating firms, delving into compensation, staffing, pricing, and profitability over the past year.  

Spanning 130 pages, the study tracks salaries across more than 25 common advisory positions and financials across all firm sizes. It provides firms the ability to measure their practice against peers in compensation, fees, growth, and expenses.  

Why invest in the Advisory Benchmarking Study? 

  • Gain clarity on how advisory firms expanded revenue amid a nearly 20% decline in the S&P 
  • Discover why wage growth in advisory positions lags amid the highest inflation in a generation
  • Anticipate the future of advisory firms’ profitability after years of blockbuster margins
  • Examine the forces shaping over 100 firms’ results, and the strategies employed by advisory firms to manifest faster growth and increased profitability. 

At just $999, the Advisor Benchmarking Study is the perfect resource to help firms prepare for future success and dominate the competition. Don’t miss the chance to elevate your firm to new heights this year with InvestmentNews’ Advisor Benchmarking Study.  

To learn more about this exclusive offer, click here

Latest News

The 2025 InvestmentNews Awards Excellence Awardees revealed
The 2025 InvestmentNews Awards Excellence Awardees revealed

From outstanding individuals to innovative organizations, find out who made the final shortlist for top honors at the IN awards, now in its second year.

Top RIA Cresset warns of 'inevitable' recession amid tariff uncertainty
Top RIA Cresset warns of 'inevitable' recession amid tariff uncertainty

Cresset's Susie Cranston is expecting an economic recession, but says her $65 billion RIA sees "great opportunity" to keep investing in a down market.

Edward Jones joins the crowd to sell more alternative investments
Edward Jones joins the crowd to sell more alternative investments

“There’s a big pull to alternative investments right now because of volatility of the stock market,” Kevin Gannon, CEO of Robert A. Stanger & Co., said.

Record RIA M&A activity marks strong start to 2025
Record RIA M&A activity marks strong start to 2025

Sellers shift focus: It's not about succession anymore.

IB+ Data Hub offers strategic edge for U.S. wealth advisors and RIAs advising business clients
IB+ Data Hub offers strategic edge for U.S. wealth advisors and RIAs advising business clients

Platform being adopted by independent-minded advisors who see insurance as a core pillar of their business.

SPONSORED Compliance in real time: Technology's expanding role in RIA oversight

RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.

SPONSORED Advisory firms confront crossroads amid historic wealth transfer

As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.