Schwab RIA Benchmarking Study
Open source ↗marketua-headerannual
Schwab Advisor Services publishes annual benchmarking and compensation studies. Used for cohort-level reference numbers (median operating margin, average revenue per advisor) so the dossier can show whether a target firm is above or below the industry typical.
Fields it produces (21)
schwab_report_yearschwab_report_kindschwab_report_source_urlschwab_report_pdf_pagesschwab_report_published_atschwab_report_text_excerptschwab_report_peer_groups_detectedschwab_peer_group_labelschwab_revenue_per_advisorschwab_operating_marginschwab_profit_marginschwab_source_of_new_clients_referrals_pctschwab_source_of_new_clients_marketing_pctschwab_advisors_compensation_medianschwab_ops_staff_compensation_medianschwab_planner_compensation_medianschwab_cco_compensation_medianschwab_tech_adoption_scoreschwab_marketing_spend_pct_revenueschwab_ma_integration_dataschwab_succession_intent_pct
What this source actually pulls
6 examplesschwab-report:compensation:2025
7 fieldsfirm · schwab-report:compensation:2025
schwab report kind
compensation
schwab report pdf pages
0
schwab report peer groups detected
—
schwab report published at
2026-02-10T17:43:05.000Z
schwab report source url
https://content.schwab.com/web/retail/public/about-schwab/Schwab-RIA-Compensation-Report-2025.pdf
schwab report text excerpt
[http-403]
schwab report year
2,025
schwab-report:benchmarking:2025
6 fieldsfirm · schwab-report:benchmarking:2025
schwab report kind
benchmarking
schwab report pdf pages
0
schwab report peer groups detected
—
schwab report source url
https://content.schwab.com/web/retail/public/about-schwab/Schwab-RIA-Benchmarking-Study-2025.pdf
schwab report text excerpt
[http-403]
schwab report year
2,025
peer-group:250m-500m
1 fieldsfirm · peer-group:250m-500m
schwab peer group label
$250M-$500M
peer-group:500m-1b
1 fieldsfirm · peer-group:500m-1b
schwab peer group label
$500M-$1B
peer-group:over5b
1 fieldsfirm · peer-group:over5b
schwab peer group label
over $5B
peer-group:under250m
1 fieldsfirm · peer-group:under250m
schwab peer group label
under $250M