2026 RIA Benchmarking Study

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.

• The RIA industry continues to be exceptionally strong, and growth remains a top priority.
• Organic growth was integral to gains, driven by firms' value propositions and marketing strategies.
• Attracting and retaining talent remains a focus for most firms to ensure their long-term growth, success, and sustainability.
• AI, technology, and digital processes are improving operational efficiencies, while delivering a consistent and secure experience for advisors and their clients.

Fielded from January to March 2026, the study contains self-reported data from 1,236 firms that custody their assets with Schwab and represents over $2.5 trillion in assets under management, making this the leading study in the RIA industry. Schwab did not independently verify or validate the self-reported information. Participant firms represent various sizes and business models. The study is part of Schwab Business Consulting and Education, a practice management offering for RIAs. Grounded in the best practices of leading independent advisory firms, Business Consulting and Education provides insight, guidance, tools, and resources to help RIAs strategically manage and grow their firms.

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