Benchmarking

2019 study is now closed

Results will be available in June.

Tremendous Growth for RIAs

The 2018 study tells a story of growth in the RIA space.  See insights into how firms are performing.

Study results in action

Learn how advisors use study insights to inform strategic decisions.

Learn more about the study

Learn how advisors get customized information to assess their firm’s performance compared to RIAs of a similar size.