RIA founders want to know...

What else can we being doing to drive organic growth?

We built a 52-question assessment to help RIA founders and CMOs answer this question. When you take this 20-minute assessment, you'll be able to answer this question and see how your firm's marketing platform stacks up against the highest-growth RIAs in the country.

How does your RIA's marketing platform stack up?

A higher score on this assessment reflects a more mature marketing platform that better aligns with the best practices seen at high-growth RIAs.

A score of 100 or higher means that your firm’s marketing platform is “high performing,” and we developed this benchmark based on our nearly 10 years of experience working with RIAs that frequently show up on FA Magazine’s and Barron’s list of the top RIA firms in the country.

Download the example report to see

The 52 questions that make up the assessment
They key areas of focus for RIAs that are looking to drive growth through outbound marketing initiatives

Download the sample report

¹Fidelity, 2023 RIA Benchmarking Study