Finding healthy growth in the evolving RIA industry
Insights from the 2024 Fidelity RIA Benchmarking Study
- Fidelity recently conducted its annual RIA Benchmarking Study, which examines key metrics to help RIA firm leaders understand how their business stacks up against their peers.
- While many firms in the RIA channel continue to see strong asset growth year after year, their top-line growth doesn’t necessarily translate to strong results further down the balance sheet.
- The snapshot explores how high-performing firms are finding healthy, profitable growth in today’s evolving RIA landscape.

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