Below is a snapshot. For more information, visit research.investmentnews.com/dashboard, where you can also benchmark staffing levels, compensation and income statement data based on certifications, firm size or firm type.
| Top performers* | All others | |
|---|---|---|
| Assets under management (AUM) |
$280,480,533 | $156,520,424 |
| Revenue | $2,394,497 | $1,219,239 |
| Clients | 308 | 220 |
| AUM per client | $869,219 | $759,447 |
| Compounded annual revenue growth (2012-2014) |
15.7% | 18.9% |
| Revenue per professional |
$740,500 | $407,524 |
| Operating profit margin |
42.8% | 15.5% |
| Pretax income per owner |
$699,511 | $291,536 |
Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.
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