Discover how your compensation system can fuel growth, support your team, and increase equity value.
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Access the "Compensation Survey" located in the lower left panel
Unlike generic industry compensation reports, the FPInsights® Advisor Compensation Study goes far beyond base pay. It provides insight into:
Role-specific benchmarks segmented by firm size, revenue, and geography
Trends across salary, bonus, revenue-sharing, and production models
Equity and synthetic equity approaches used to retain and develop next-gen talent
Pay structure insights that connect compensation decisions to scalability and succession
By connecting the how much to the how and why, this study enables owners to make informed, strategic decisions that strengthen the foundation of their business.
By participating, you'll gain:
Access to the Final Report: Unlock our exclusive report with trends, data, and guidance on building ownership-aligned pay strategies that retain top talent and support business sustainability. See how your pay structure compares to your peers and industry benchmarks.
Compensation is one of your largest ongoing investments. When it’s aligned to business goals, it becomes a lever for retention, growth, and valuation—not just an expense. Structure will help you:
Reduce guesswork in hiring and offers
Reward performance without breaking margins
Create clearer pathways to ownership and continuity
This initiative is designed for:
Multi-employee independent advisory firms (RIA, hybrid, and IBD-aligned)
Owners/partners responsible for pay decisions, equity incentives, or succession planning
Team leaders building compensation plans for advisors, planners, and operations roles
The survey collects detailed data on how financial advisors and staff are compensated across the wealth management industry. It covers:
Firm-level details including AUM, revenue, location, and broker-dealer affiliation
Team member roles, ownership, licensure, and job functions
Compensation structures including salary, hourly pay, shared revenue (“eat what you kill”), direct commissions, bonuses, deferred compensation, and profit distributions
Equity and long-term incentive plans like phantom stock or stock appreciation rights
Work arrangements such as remote, in-office, or hybrid settings
Geographic factors affecting pay (state and county)
Bonus drivers and performance-based compensation metrics
The survey is designed to provide deep insights into both the amount and structure of compensation, allowing participants to benchmark their practices and support ownership-aligned pay strategies. It requires data on at least two team members, with one being an owner, and takes approximately 30–40 minutes to complete.
The data collected through the FPInsights® Advisor Compensation Survey is compiled, anonymized, and analyzed to create a comprehensive industry report. This report provides benchmarking insights into how financial advisors and support staff are compensated—highlighting both the amount and the structure of pay.
Key uses of the data include:
Identifying trends in base salary, shared revenue, bonuses, equity participation, and deferred compensation
Benchmarking firm compensation models by role, geography, firm size, and affiliation (e.g., broker-dealer or RIA)
Highlighting best practices in ownership-aligned pay strategies to support business growth and sustainability
Empowering firms to compare their compensation systems to peers and make informed, strategic adjustments
Participants are notified via email when the report is published and available for download. Only aggregated and anonymized results are shared—individual firm data is kept confidential and secure.
The FPInsights® Advisor Compensation Survey is open to U.S.-based wealth management firms across a range of sizes and structures, including:
RIA firms, IBD-aligned practices, and hybrid models
Practices with at least two team members, including at least one owner
Participants must be able to provide:
Firm-level information such as AUM, revenue, and office location
Individual-level compensation data for team members, including roles, pay structure, licenses, and benefits
Whether you're a solo advisor growing your team or a multi-advisor firm preparing for succession, if you manage compensation for advisory staff or owners, you qualify to participate.
Yes. All data submitted through the FPInsights® Advisor Compensation Survey is strictly confidential and handled with the highest standards of privacy and security.
Your individual firm data is never shared publicly or with other participants.
All results in the final report are aggregated and anonymized to protect the identity of participating firms and individuals.
Data is used solely for the purpose of generating industry insights and benchmarking trends to support informed compensation planning.
Only the FP Transitions research team has access to your raw data, and any contributors you specifically invite from your own team.
We take your trust seriously and are committed to safeguarding your information throughout the entire process.
Yes. All participants who complete the FPInsights® Advisor Compensation Survey will receive exclusive access to the final report once the data collection and analysis are complete.
You’ll be notified via email when the report is published and ready for download.
The report includes industry-wide benchmarking data, insights into compensation trends, and breakdowns by firm size, role, geography, and ownership structure.
It’s designed to help you compare your compensation model to your peers and make strategic, data-driven decisions.
Participation gives you early access to insights that are not publicly available—helping you stay ahead in a competitive market.
