Peer perspectives: RIAs share how benchmarking drives success

Submitted by Yue.S.Wang on June 1, 2018

Each year, more than 1,000 firms take part in the RIA Benchmarking Study from Charles Schwab. These advisors receive personalized reports that enable a side-by-side comparison of their firms' data against that of other firms with a similar business model and assets under management. These customized insights can help them identify and support strategic business objectives. Learn more in the following documents and videos.

Putting study results to use

Read these articles and case studies for perspective on how Registered Investment Advisory (RIA) firms apply information and insights from the RIA Benchmarking Study to make meaningful change and help advance their businesses.

Article — 5 Great reasons to participate:  How study insights can help you grow your firm

Article — How business intelligence can raise your game: See how one firm leverages data from Schwab’s RIA Benchmarking Study to align staffing with growth

Article — Peer Perspectives: RIAs Share How Benchmarking Helps Drive Success
 

In their own words

Watch these videos to hear directly from advisors about how they've leveraged information and insights from their customized Benchmarking Study results to evolve their firms.

Mike Amash

Mike Amash, Principal, Westmount Asset Management, shares some benefits of participating in the study annually


Josh Miller, President of Colorado Financial Management, shares the smaller-firm perspective


Bijan Golkar, CEO of FPC Investment Advisory, explains how study insights translated into greater profitability

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