Fidelity's RIA Benchmarking Program

Fidelity's benchmarking program can be foundational to your business planning. The insights gained from the program help advisors uncover strengths, identify weaknesses, and set goals to improve business results—ultimately helping position your firm to thrive in the future.

Data

drives better

decisions.

Information

is the new

currency.

Knowledge

is power.

Why Participate with Fidelity?

The 2021 Fidelity Benchmarking Results are now available.

  • Prepare for Success: You can use the Benchmarking Prep Worksheet to gather all the data you will need to complete the online survey. By filling out the worksheet, you can streamline the process even further.
  • Gain Valuable Insight: By leveraging the data and insights through your customized, online dashboard you can gain insights to help you uncover strengths, compare your firms to peers, identify areas of improvement and set future goals.
  • See How You Compare: Participants are able to compare results to peer groups and High Performing Firms in the study, providing you with critical information on how your firm stacks up to the competition.
  • Get Consultative Guidance: Once you've completed the study, your Fidelity Relationship Manager can help you interpret results, compare them to your firm's goals and benchmarks, and help your firm meet business objectives.

Please contact your Relationship Manager to discuss your personalized firm results.

 

Explore Insights from Our Benchmarking Studies

 
 
 

There was an issue with your input

 
 
 

Please confirm