The annual InvestmentNews Adviser Benchmarking Study looks to the top-performing financial advisory firms for lessons on how to build a best-in-class practice.
Across categories — from solo practices consisting of one adviser, through small ensembles with less than $5 million in annual revenue and super ensembles with more than $10 million — the top quartile firms in performance this year outpaced their peers in growth, even while generating 29% more revenue, 59% higher profit margins and 65% higher adviser productivity.
Our 2022 Best Practices consist of 11 firms — two solo practices and three firms in each ensemble category — that were the highest achievers in these metrics.
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