2024 RIA Benchmarking Survey by Raymond James

"Each year, Raymond James RIA & Custody Services (RCS) conducts a survey of our

registered investment adviser (RIA) principals to gauge processes and practices within

the RIA space. This feedback allows us to focus our efforts on what matters most to our

RIA clients, ensuring your needs remain our top priority.

Though the survey was originally developed for an internal report, peer comparison

can be an important tool for goal planning and strategizing, so we are glad to share a

selection of the survey data with you.

In total, consider this document a “state of the RIAs” report with insight into trends and

changes to help you focus your growth efforts or modify your service offerings."

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