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

2018 Adviser Compensation & Staffing Study Update

The 2018 Adviser Compensation & Staffing Study Update is now available. Use this study to guide to benchmark your business, and compensation levels, against the industry's best practices.

2018 Pricing & Profitability Study

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.

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

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: $999

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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