Insights from the 2025 Schwab RIA Benchmarking Study

Charles Schwab

Research

54 Pages

The RIA Benchmarking Study provides information on topics such as asset and revenue growth, sources of new clients, products and pricing, staffing, compensation, marketing, technology, and financial performance.

 

Median 5-year compound annual growth rate (CAGR) over the period from year-end 2019 through 2024 for all firms with $25 million or more in AUM. Median results for all firms with $25 million or more in AUM. Past performance is not an indicator of future results. 2025 RIA Benchmarking Study from Charles Schwab, fielded January to March 2025. Study contains self-reported data from 1,288 firms. Participant firms represent various sizes and business models categorized into peer groups by AUM.

Key Takeaways

Organic growth focus: Study highlights organic growth as main engine of asset, revenue and client gains above 12 % over five years.
Top firm playbook: Top performing firms formalize strategy, define ideal client personas and build referral plans to support faster organic growth.
Technology and capacity: Advisors use AI, outsourcing and client segmentation tools to relieve capacity constraints and deliver more personalized service.
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