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RIA Trend Report - 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 year ending 2015 and projections for 2016, including a number of clients and assets under management, key income statement line items, and advisor compensation. In a few instances, we also compare to 2014 survey responses.
RIA Trend Report - Financial Performance: Advisor CompensationRIA Trend Report - Financial Performance: Advisor Compensation
Our survey shows the largest cohort in the income distribution is the $100,000-$249,000 range. | Sponsored by Allianz Global Investors
April 21, 2017
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While advisor compensation as percentage of total expenses was down compared to last year’s survey, we note there is a mix shift to higher levels overall. As we observed last year, our survey shows the largest cohort in the income distribution is the $100,000-$249,000 range, with 35% of advisors, followed closely by the less-than-$100,000 group, with 30%. However, both of these groups are a smaller percentage of the total compared to last year, and we note an increase in the number of advisors making $500,000 or more.