A look inside
Organic growth first, then every part of your report card, in charts
Pages from a real peer report, with the firm's name hidden.
Your firm against the 100 RIAs most like it, by size and by the kind of client you serve. Where you're growing faster, where you're falling behind, and what the fastest growers your size do differently.
Pages from a real peer report, with the firm's name hidden.
Your client and asset growth since 2024 with acquisitions taken out, against every peer, and the ten peers growing clients fastest.
Advisors joined and lost, and how your advisory team changed against firms your size.
The categories and tools your peers run, and which ones you're missing.
Who publishes, who names a niche, who uses testimonials, and what the fastest growers do that the rest don't.
Single or multi-custodial, your custodian against your peers', and your holdings risk score where you file 13F.
Growth, talent, tech, marketing and your Advicer page, against how your 100 peers grade.
TNT for your organic growth: three concrete moves each for tech, niche and talent, from where you trail your peers.
Your peers are the SEC-registered wealth managers closest to you by assets and by average client size. Growth runs from 2024 to 2026 with acquisitions taken out, from Form ADV filings and the same data behind every Organic Growers ranking and RIA report card.
Delivered by email within three business days, as a PDF of about ten pages. Questions first? Email Joe, or call (872) 772-6403.
Paid once, by card on the next screen. The $499 report counts toward Growth Partner if you start within 30 days.