2024 Benchmarking Study: participate by March 6

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When it comes to regulatory changes, you can count on Schwab to help you keep compliant with ongoing updates and expert insights. Check out our featured topic on the SEC's amendments to the Marketing Rule.

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Fresh perspectives and useful insights. Just for RIAs.

Fresh perspectives and useful insights. Just for RIAs.

Sharpen your skills, find helpful tips, and read up on the latest hot topics in the RIA industry in our ever-expanding content library.

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About the RIA Benchmarking Study

Schwab designed the RIA Benchmarking Study to capture insights in the RIA industry based on survey responses from individual firms. The 2023 study provides information on topics such as asset and revenue growth, sources of new clients, products and pricing, staffing, compensation, marketing, technology, and financial performance. Since the inception of the study in 2006, more than 4,500 firms have participated, with many repeat participants. Fielded from January to March 2023, the study contains self-reported data from 1,300 firms that custody their assets with Schwab and represents over $1.7 trillion in assets under management, making this the leading study in the RIA industry. Schwab did not independently verify or validate the self-reported information. Participant firms represent various sizes and business models. They are categorized into peer groups by AUM size. The study is part of Schwab Business Consulting and Education, a practice management offering for RIAs. Grounded in the best practices of leading independent advisory firms, Business Consulting and Education provides insight, guidance, tools, and resources to help RIAs strategically manage and grow their firms.

Past performance is not an indicator of future results.