Financial Performance


In this chapter we present key findings and insights from our survey questions on financial performance, to which advisors responded with metrics for the years ending 2013 and 2012, including number of clients and assets under management, key income statement line items, and advisor compensation.

Section 5: Financial Performance: Key Takeaways

  • Nov 20, 2014
    2014 Advisor Benchmarking Report

    Section 5: Financial Performance Download

    Download a full PDF version of Section 5: Financial Performance from the 2014 RIA Trend Report.

Download Section 5: Financial Performance

Download a complete PDF version of this chapter

2014 RIA Trend Report Table of Contents
Check back each week as new sections become available.
Available Now!
Section 1: Practice Management and Operations
Available Now!
Section 2: Economic & Advisor Business Outlook
Available Now!
Section 3: Alternative Investments
Available Now!
Section 4: Marketing & Client Relations: Practice Management Trends
Available Now!
Section 5: Financial Performance
Available Now!
Section 6: Exchange Traded Funds
Available Now!
Section 7: Investment Management
Available Now!
Section 8: Best Practices of Top RIAs
Industry Newsletters
Investment Category Sponsor Links
Planning Investment Category Sponsor Links
Wealth Planning Category Sponsor Links

Sponsored Introduction Continue on to (or wait seconds) ×