IBD Elite 2023: Deep dive into independent wealth manager data

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The annual IBD Elite survey of the largest independent broker-dealers in wealth management contains data on 45 firms that generated more than $41 billion in combined revenue in 2022.

This interactive tool contains the main ranking of firms by annual revenue, as well as other metrics voluntarily provided by the firms and compiled by Financial Planning. Use the pulldown menu to view information on payouts, advisor headcounts, client assets and more.

Click here to view the interactive data.

For a printable PDF listing of this year’s data, click here. To read the cover story, “What the heck is an OSJ?,” follow this link.

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