There was an issue with your input
IMPORTANT INFORMATION: This tool should not be construed as advice of any kind. Fidelity Investments® does not provide financial or investment advice. The information contained in and the data generated by this tool are hypothetical in nature and are provided for informational purposes only and may not reflect your particular situation. Fidelity does not confirm the accuracy of the data input into this tool. You should conduct your own analysis, review, and due diligence based on your specific situation. As you conduct your review of your needs and specific situation, you should understand that each option you consider may carry a certain amount of potential financial risk to you. You are responsible for evaluating your own practice and making appropriate decisions for your firm. This tool is not meant to be exhaustive of all possible options you may consider. The data provided are estimates only. There may be additional factors to consider.
The RIA Staffing Calculator uses data from Fidelity's annual RIA Benchmarking Study to compare average staffing levels based on data you provide. The data used to generate calculator results are intended to provide you with a general idea of what you may expect in each future scenario. The RIA Staffing Calculator is for illustrative purposes only. The projections or any other information generated by our methodology regarding the likelihood of the various outcomes are hypothetical in nature, do not reflect actual results, and are not guarantees of future results. The projections may have certain inherent limitations since they do not reflect the actual impact that material economic and market factors might have on the RIA's business. Numerous factors make the calculations uncertain, such as the use of assumptions about historical revenues and expenses and the data you have provided. Results may vary with each use and over time.
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.Learn More
- The 2023 Fidelity RIA Benchmarking Study was conducted between April 17 and July 4, 2023; 245 firms participated. The experiences of the RIAs who responded to these studies may not be representative of the experiences of other RIAs and are not an indication of future success. Registering for, completing, and accessing these studies required access to and use of third-party websites, operated by independent third-party research firms unaffiliated with Fidelity Investments.