Research

Finding healthy growth in the evolving RIA industry

Insights from the 2024 Fidelity RIA Benchmarking Study

Key Takeaways

Fidelity recently conducted its annual RIA Benchmarking Study, which examines key metrics to help RIA firm leaders understand how their business stacks up against their peers.
While many firms in the RIA channel continue to see strong asset growth year after year, their top-line growth doesn’t necessarily translate to strong results further down the balance sheet.
The snapshot explores how high-performing firms are finding healthy, profitable growth in today’s evolving RIA landscape.

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Finding healthy growth in the evolving RIA industry

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Past performance is no guarantee of future results.

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