Now open: The 2023 RIA Benchmarking Study

By participating in the study, you receive custom reporting that compares your performance on hundreds of key metrics with similar firms, offering you actionable opportunities that can help bring you closer to your firm's goals. Get started today so you'll have plenty of time to submit by the deadline: March 15, 5 p.m. PT/8 p.m. ET.

Start the study >
 

more information

  • The study is open January 25 through March 15

    Learn about how to participate in the 2023 RIA Benchmarking Study and the benefits to your firm. Plan to complete the study to see how your firm is performing and get in-depth compensation data.
     

  • View interactive survey results

    Curious how the industry fared in 2022? Take an interactive tour of the study's key insights and learn how firms are poised for growth.

  • See how your peers use the study

    Use these articles and videos to see how to turn data insights into business strategies.

Image and quote about the benchmarking study.

From the archives

The largest study in the RIA industry is also the most respected—with good reason. Take a look back and see what's pushing firms forward.

Data to inform your critical decisions

Why does this firm consider the RIA Benchmarking Study an essential tool for their business? Because "the data points are critical to making good business decisions." Learn how they do it.

Read the case study >

The Benchmarking Study is a requirement in order to keep our business managed in an optimal way and growing as best we can.

Mike Amash with Westmount Asset Management
(0123-2B8F)

About the RIA Benchmarking Study
Schwab designed this study to capture insights in the registered investment advisor (RIA) industry based on survey responses from individual firms. The 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 4,300 firms have participated with many repeat participants. Fielded from January to March 2022, the 2022 study contains self-reported data from 1,218 advisory firms that custody their assets with Schwab or TD Ameritrade and represents $1.8 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 seven 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.