Coming soon: The 2024 RIA Benchmarking Study
Why do more than 1,000 firms participate in Schwab's RIA Benchmarking Study every year? Simple. They receive in-depth data and insights customized for their business—all at no cost. Use the results to identify opportunities that can help you take action toward reaching your firm's goals.
With the study opening soon, January 24, start preparing now.
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.
“The Benchmarking Study is a requirement in order to keep our business managed in an optimal way and growing as best we can.
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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.