Charles Schwab Benchmarking Study: RIA Assets Increased in 2020 – Barron’s

Despite an unprecedented year, most registered investment advisor firms increased their assets under management and met or exceeded their client growth goals in 2020, according to a new Charles Schwab study.

The 2021 RIA Benchmarking Study, which surveyed 1,340 firms representing $1.5 trillion in AUM, found that firms across the country reported significant growth in 2020. Median revenue was up 7.5% and median AUM increased by 14.5% in 2020 to $439 million. 


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