Industry Analytics& Benchmarking
Performance benchmarking against industry peers with size and location-based peer groups. Historical trend analysis and firm rankings with movement-tracking for performance metrics.
Complete Performance Intelligence. From peer benchmarking to historical trend analysis, get the insights you need to understand market dynamics and competitive positioning.
Peer Benchmarking
Compare firms against similar peers by AUM band, location, and business model. Identify performance gaps and opportunities.
Performance Rankings
Access comprehensive rankings across key metrics like AUM per advisor, client ratios, and growth rates.
Historical Trend Analysis
Track performance trends over time with data going back to 2019. Identify patterns and predict future performance.
Growth Analysis
Analyze firm growth patterns with historical AUM data, advisor counts, and client metrics over time.
Market Intelligence
Access industry insights, market trends, and strategic intelligence to make informed business decisions.
Comprehensive Analytics Suite
Performance benchmarking and historical trend analysis to give you complete industry intelligence.
Performance Benchmarking
Compare key metrics against industry peers
Historical Trends
Track changes and identify patterns over time
How Different Professionals Use Analytics
Industry analytics serve diverse strategic needs across the RIA ecosystem.
M&A Advisors
Benchmark target firms against industry peers
- Valuation benchmarking
- Performance comparison analysis
- Market positioning assessment
Industry Providers
Analyze market trends and opportunities
- Market sizing and segmentation
- Competitive landscape analysis
- Industry trend identification
RIA Leaders
Strategic planning and performance optimization
- Competitive benchmarking
- Performance gap analysis
- Strategic planning insights
Researchers
Access comprehensive analytics for studies and reports
- Historical trend analysis
- Statistical benchmarking
- Industry research projects
Explore Related Features
Combine analytics with other powerful capabilities for complete market intelligence.