RIA Trend Report


For more than a decade, the AdvisorBenchmarking RIA Trend Study has provided the financial advisory community with analyses of advisor performance and attitudes across a variety of areas critical to their business practices—and offered a current assessment of how the top performing practices differ from their peers across these areas.

This year, the study results are being published on WealthManagement.com in 8 individual sections providing a comprehensive look at the survey’s most relevant measures: practice management and operations; ETFs; alternative investments; marketing and client relations; financial performance; investment management; best practices; and economic and advisory business outlook.

AVAILABLE NOW: Section 1 Practice Management and Operations

Browse by Section

Check back each week as new sections become available.

Section 1: Practice Management and Operations

Section 2: Marketing & Client Relations: Practice Management Trends

Section 3: Exchange Traded Funds

Section 4: Alternative Investments

Section 5: Financial Performance

Section 6: Investment Management

Section 7: Economic & Advisory Business Outlook

Section 8: Best Practices of Top RIAs

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