Fidelity's RIA Benchmarking Program
Fidelity's benchmarking program can be foundational to your business planning. The insights gained from the program can help advisors uncover strengths, identify weaknesses, and set goals to improve business results—ultimately helping position your firm to thrive in the future. Survey is live February 5th to April 1st. Full access for study participants only.
See how you stack up against peers with our Benchmarking Study
We are excited to launch the 2024 Benchmarking Study. We have continued to optimize the dynamic online results portal and historical data trending for past participants yielding meaningful business insights, firm-to-firm comparison, and more.
View the 2023 findings report for a summary of last year's findings.
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Hear how participating firms gain additional insights into strategy and growth, client demographics, owners and staffing, offering and pricing, financial data, and client information.
Why participate with Fidelity?
- 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.
Compare staffing levels against peer benchmarks
Survey is live February 5th to April 1st
See how we can help you leverage the right technology and solutions to run your business and deliver exceptional experiences.