Results you can build on
Get a glimpse of the kind of information you can receive from the RIA Benchmarking Study. See how advisors have identified opportunities to drive their business forward.
RIA Benchmarking in action
Since 2006, approximately 3,000 firms have participated in the RIA Benchmarking Study from Charles Schwab to get detailed information they can use to transform their firms. See how advisors have identified opportunities to drive their business forward.
The 2019 RIA Benchmarking Study is open January 23 through March 20.