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.

Access 2023 Study Results

2023 Benchmarking Insights Are Now Available

We are excited to launch the results of the 2023 Benchmarking Study for our data driven clients. This year, we continued to optimize the dynamic online portal and historical data trending for past participants. See how your firm stacks up with meaningful business insights, firm-to-firm comparison, and more.


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Access 2023 Study Results

The 2023 Fidelity RIA Benchmarking Study: Findings Report

View the 2023 topline report for a summary of this year's findings.

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Fidelity's Annual RIA Benchmarking Study: Webinar Replay

Join us to hear how participating firms gain additional insights into strategy and growth, client demographics, owners and staffing, offering and pricing, financial data, and client information.

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Why Participate with Fidelity?

Our 2023 study is now closed, and your Relationship Manager will be reaching out to discuss your personalized firm results. Stay connected to this page for future opportunities to participate in our benchmarking study.

  • 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 firm to peer groups of firms, identify areas of improvement, and set future goals.
  • See How You Compare: Participants are able to compare results to peer groups of 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.

Explore Insights from Our Benchmarking Studies


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