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This interactive, customizable tool allows you to view detailed data on compensation, staffing and financial performance practices from across the industry.
2019 Adviser Compensation & Staffing Study is now available. Use this study to guide to benchmark your business, and compensation levels, against the industry's best practices.
The 2018 InvestmentNews Pricing & Profitability Study is the industry's only research report that details how independent advisory firms are adding assets, generating revenue – and ultimately boosting their bottom line. Learn how your financial performance compares to your peers and how to position your firm for growth.
The 2019 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.
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)
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)
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.