ADVISOR TOOL

Fidelity RIA Staffing Calculator

Leverage our proprietary data to see how your firm compares against peer staffing levels and productivity.

Not all firms are built the same. See how your size can influence staffing needs.

Are you staffed to potential optimal efficiency? Have you ever wondered if you are over or under capacity? Have you wondered how many clients your advisors should be servicing?

Use Fidelity's RIA Staffing Calculator to help compare staffing levels against peers to understand capacity levels and educate on potential optimal staffing and support.

Please Provide the Following Staffing Information:

Firm Name: *

Please enter your Firm Name.

Total Assets Under Management: *

Please enter your AUM.

Total Revenue: *

Please enter your Total Reveenue.

Total Number of Households: *

Please enter your number of Total Number of Households.

For the following roles, please enter the total number of full-time employees in each role:

Executives: *

Total Executives:

Majority of time is spent providing executive leadership, strategic oversight, and direction (e.g., chief executive officer, chief financial officer, chief operating officer, business development officer, etc.). Individuals in this role do not generally manage a significant number of client relationships or deliver advice to clients.

Please enter your number of Executives.

Advisors: *

Advisors:

Majority of time is spent managing client relationships or delivering advice to the firm's clients.

Please enter your number of Advisors.

Dedicated Managers: *

Dedicated Managers:

Majority of time is spent in a management role, with limited or no advisor responsibility (e.g., operations manager, marketing manager, business manager, etc.).

Please enter your number of Dedicated Managers.

Technical Specialist: *

Technical Specialist:

Majority of time is spent in a non-advisor technical specialty role (e.g., portfolio manager, CPA, research analyst).

Please enter your number of Technical Specialist.

Support Staff: *

Support Staff:

Majority of time is spent in a support role (e.g., client service assistant, financial planning assistant, trader, portfolio administrator, etc.).

Please enter your number of Support Staff.

Administrative Staff: *

Administrative Staff

Majority of time is spent in an administrative role (e.g., administrative assistant, office assistant, receptionist, compliance assistant, etc.).

Please enter your number of Administrative Staff.

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.

Your results:

As you can see, we have provided a comparison of your firm's current staffing against peers to help you understand what staffing changes might make sense to implement in the future.

Back to Firm Inputs

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

Roadmap to Attract & Retain Advisors

Resources to help you attract advisors to your firm, and help them transition and grow once onboard.

Learn More

Questions about what to do next? Contact a Fidelity consultant.

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.

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