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The 2025 InvestmentNews Advisor Benchmarking Study, now in its 18th year, is the industry’s longest-running independent survey of financial advisory firms. This year’s 125-page report delivers a comprehensive analysis of firm performance, combining insights into compensation and staffing, pricing and profitability, and growth and productivity to provide a clear view of the forces shaping today’s advisory marketplace.
The study benchmarks salaries across more than 25 advisory roles and tracks key financial metrics across firms of all sizes, enabling advisors to measure their practices against peers in areas such as compensation, fees, revenue growth, and expenses.
Based on data volunteered by 77 firms reflecting their 2024 compensation and financial results, the 2025 study provides unique insight into operating results and business dynamics within the advisory community.
Inside, you’ll discover:
Use this exclusive study to benchmark your firm’s performance, gain insight into industry trends, and uncover opportunities to position your practice for long-term success.
InvestmentNews researchers and analysts can work with you to provide you with competitive intelligence. Our experienced team will develop, deliver and analyze custom data that can be translated into tools, presentations, reports and full-length research papers that your firm can own, or license.
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