ABOUT THE PROJECT
The 2020 RIA Benchmarking Study provides clients a “Prep Worksheet” that they use to start gathering data before the annual Registered Investment Advisor (RIA) survey launches. The benchmark examined key metrics to help RIAs understand their performance in comparison with their peers and to help them advance their business. The 2020 study, which includes data through 2019, focused on driving growth through business development activities, as well as other key areas of interest.
Final file format: Digital PDF; 27 pages.
