Peer perspectives: RIAs share how benchmarking drives success
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.
- 5 Great reasons to participate: How study insights can help you grow your firm
- How business intelligence can raise your game: See how one firm leverages data from Schwab’s RIA Benchmarking Study to align staffing with growth
- 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.
Watch video: Mike Amash: Principal, Westmount Asset Management
Mike Amash, Principal, Westmount Asset Management, shares some benefits of participating in the study annually.
Watch video: Josh Miller: Colorado Financial Management
Josh Miller, President of Colorado Financial Management, shares the smaller-firm perspective.
Watch video: Bijan Golkar: FPC Investment Advisory, Inc.
Bijan Golkar, CEO of FPC Investment Advisory, explains how study insights translated into greater profitability.