LPL Releases Inaugural Advisor Growth Study
LPL Financial (NASDAQ:LPLA) has launched its inaugural Advisor Growth Study (AGS), a comprehensive research initiative analyzing six years of data from over 14,000 financial advisors. The study introduces the Advisor Growth Index (AGI), a diagnostic tool that helps advisors benchmark performance and identify growth opportunities.
The research revealed that top-performing advisors grow assets under management (AUM) at 3x the rate of median performers. The study identified four key behaviors of successful advisors: establishing growth foundation, client segmentation, deep client service, and new client acquisition. Notably, advisors implementing just two of these behaviors achieved 5x higher growth rates compared to peers.
The study found that top performers maintain a median client age of 60 or younger, with less than 35% in decumulation phase. Additionally, 30-60% of growth comes from top 10% AUM clients, while approximately 35% of growth derives from clients with $500,000+ under management.
LPL Financial (NASDAQ:LPLA) ha lanciato il suo primo Advisor Growth Study (AGS), un’ampia iniziativa di ricerca che analizza sei anni di dati provenienti da oltre 14.000 consulenti finanziari. Lo studio presenta l’Advisor Growth Index (AGI), uno strumento diagnostico che aiuta i consulenti a confrontare le prestazioni e identificare opportunità di crescita.
La ricerca ha rivelato che i consulenti ad alte performance aumentano gli asset in gestione (AUM) a una velocità 3x superiore a quella dei medi. Lo studio individua quattro comportamenti chiave dei consulenti di successo: stabilire una base di crescita, segmentazione della clientela, servizio approfondito ai clienti e acquisizione di nuovi clienti. In particolare, i consulenti che implementano solo due di questi comportamenti hanno ottenuto rendimenti di crescita 5x superiori rispetto ai peer.
Lo studio evidenzia inoltre che i migliori hanno un’età mediana dei clienti di 60 anni o meno, con meno del 35% nella fase di decumulo. Inoltre, dal 30% al 60% della crescita proviene dai clienti con i 10% di AUM più alto, mentre circa il 35% della crescita deriva da clienti con oltre $500.000 gestiti.
LPL Financial (NASDAQ:LPLA) ha lanzado su primer Advisor Growth Study (AGS), una amplia iniciativa de investigación que analiza seis años de datos de más de 14.000 asesores financieros. El estudio presenta el Advisor Growth Index (AGI), una herramienta de diagnóstico que ayuda a los asesores a comparar el rendimiento e identificar oportunidades de crecimiento.
La investigación reveló que los asesores de mejor desempeño incrementan los activos bajo gestión (AUM) a una rate de 3x la del rendimiento medio. El estudio identifica cuatro comportamientos clave de los asesores exitosos: establecer una base de crecimiento, segmentación de clientes, servicio profundo al cliente y adquisición de nuevos clientes. Notablemente, los asesores que implementan solo dos de estos comportamientos lograron tasas de crecimiento 5x mayores que sus pares.
El estudio encontró que los mejores mantienen una edad mediana de los clientes de 60 años o menos, con menos del 35% en la fase de decumulación. Además, del 30% al 60% del crecimiento proviene de los clientes con 10% de AUM más alto, mientras que aproximadamente el 35% del crecimiento proviene de clientes con más de $500,000 bajo gestión.
LPL Financial (NASDAQ:LPLA)은 첫 번째 Advisor Growth Study(AGS)를 발표했고, 14,000명이 넘는 재정 자문가로부터 수집된 6년간의 데이터를 분석하는 포괄적 연구입니다. 본 연구는 Advisor Growth Index(AGI)를 도입하여 자문가들이 성과를 벤치마크하고 성장 기회를 식별하는 진단 도구를 제공합니다.
연구에 따르면 최고 성과를 낸 자문가는 관리 자산(AUM)을 중간 성과자보다 3배 빠르게 증가시킵니다. 연구는 성공 자문가의 네 가지 핵심 행동으로 성장 기초 확립, 고객 세분화, 깊이 있는 고객 서비스, 신규 고객 확보를 꼽았습니다. 주목할 점은 이 네 가지 행동 중 두 가지를 구현한 자문가가 동료들보다 성장률을 5배 높게 달성했다는 내용입니다.
또한 상위 수행자들은 고객 연령의 중앙값이 60세 이하이며, 은퇴 단계에 있는 고객은 35% 미만이라고 밝혔습니다. 더불어 성장 중 30~60%는 상위 10%의 AUM 고객으로부터 오고, 대략 $500,000 이상의 자산을 관리하는 고객으로부터도 성장의 약 35%가 파생됩니다.
LPL Financial (NASDAQ:LPLA) a lancé sa première étude Advisor Growth Study (AGS), une initiative de recherche approfondie analysant six années de données provenant de plus de 14 000 conseillers financiers. L’étude présente l’Advisor Growth Index (AGI), un outil diagnostique qui aide les conseillers àBenchmark leurs performances et à identifier les opportunités de croissance.
La recherche a révélé que les conseillers les plus performants accroissent les actifs sous gestion (AUM) à un rythme 3x supérieur à la moyenne. L’étude identifie quatre comportements clés des conseillers performants : établir une base de croissance, segmenter la clientèle, offrir un service client approfondi et acquérir de nouveaux clients. Notamment, les conseillers qui mettent en œuvre seulement deux de ces comportements obtiennent des taux de croissance 5x plus élevés que leurs pairs.
L’étude montre que les meilleurs maintiennent un âge médian des clients de 60 ans ou moins, avec moins de 35 % en phase de décumulation. De plus, de 30 % à 60 % de la croissance provient des clients parmi les 10 % AUM les plus élevés, tandis qu’environ 35 % de la croissance vient des clients gérant plus de $500 000.
LPL Financial (NASDAQ:LPLA) hat seine erste Advisor Growth Study (AGS) vorgestellt, eine umfassende Forschungsinitiative, die sechs Jahre Daten von über 14.000 Finanzberatern analysiert. Die Studie führt den Advisor Growth Index (AGI) ein, ein diagnostisches Instrument, das Beratern hilft, Leistungen zu benchmarken und Wachstumspotenziale zu identifizieren.
Die Untersuchung ergab, dass Top-Performer ihr Vermögen (AUM) mit einer Rate von 3x schneller als der Median erhöhen. Die Studie identifiziert vier Schlüsselvehalten erfolgreicher Berater: Wachstumsgrundlage schaffen, Kundensegmentierung, intensiver Kundendienst und Neukundengewinnung. Bemerkenswert ist, dass Berater, die nur zwei dieser Verhaltensweisen umsetzen, 5x höhere Wachstumsraten im Vergleich zu Gleichgesinnten erreichen.
Die Studie zeigt außerdem, dass Top-Performer ein medianes Kundenalter von 60 Jahren oder jünger haben, wobei weniger als 35% sich in der Entnahmesphase befinden. Zusätzlich stammen 30–60% des Wachstums von Kunden mit den höchsten 10% AUM, während ungefähr 35% des Wachstums von Kunden mit Vermögen über $500.000 kommt.
LPL Financial (NASDAQ:LPLA) أطلقت دراستها الأولى Advisor Growth Study (AGS)، مبادرة بحثية شاملة تحلل ست سنوات من البيانات لأكثر من 14,000 مستشار مالي. تقدم الدراسة مؤشر نمو المستشار (AGI)، أداة تشخيصية تساعد المستشارين على قياس الأداء وتحديد فرص النمو.
كشفت النتائج أن المستشارين ذوي الأداء الأعلى ينمون الأصول تحت الإدارة (AUM) بمعدل 3x أسرع من المتوسط. حدّدت الدراسة أربع سلوكيات رئيسية للمستشارين الناجحين: تأسيس أسس للنمو، تقسيم العملاء، خدمة عميقة للعميل، واكتساب عملاء جدد. والأهم من ذلك، أن المستشارين الذين ينفذون اثنتين من هذه السلوكيات فقط حققوا معدلات نمو 5x أعلى من أقرانهم.
وجدت الدراسة أن الأفضل يحافظون على عمر متوسط للعملاء يبلغ 60 عامًا أو أقل، مع وجود أقل من 35% في مرحلة الاستهلاك. بالإضافة إلى ذلك، من 30% إلى 60% من النمو يأتي من عملاء أعلى 10% من AUM، بينما حوالي 35% من النمو ينبع من عملاء يديرون أكثر من $500,000.
LPL Financial (NASDAQ:LPLA) 已推出首个 Advisor Growth Study (AGS)，这是一个全面的研究项目，分析来自超过14,000 位理财顾问的六年数据。该研究引入 Advisor Growth Index (AGI)，为顾问提供基准绩效和识别增长机会的诊断工具。
研究显示，表现最出色的顾问管理资产规模（AUM）的速度是中位水平的3倍。研究确定了四个关键行为：建立增长基础、客户细分、深入客户服务，以及获取新客户。值得注意的是，实施其中两项行为的顾问，相较同行的增长率达到5倍之多。
研究发现，顶尖表现者的客户年龄中位数为60岁及以下，且进入提款阶段的客户占比不足35%。另外，增长的30%–60%来自于前10% AUM 的客户，而大约35%的增长来自于管理资产超过$500,000的客户。
- None.
- Tool and framework limited to LPL-affiliated advisors and institutions
- Success metrics heavily dependent on client segmentation and targeting younger demographics
Comprehensive, data-driven and advisor-informed research reveals sustainable growth trends in the wealth management industry, empowering advisors and institutions to grow with purpose
SAN DIEGO, Sept. 17, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC, a leading wealth management firm, today announced the release of the first-of-its-kind annual Advisor Growth Study (AGS). The comprehensive research study pulls from six years of structured data (2018–2024) from over 14,000 financial advisors across business models, geographies and growth stages to identify behaviors that consistently drive strategic growth.
As one of the largest aggregators of proprietary advisor data, LPL created the AGS to provide insights into industry trends that drive growth for financial advisors and institutions. The data is enhanced through supervised machine learning and explainable AI to identify behaviors that lead to sustainable growth in the wealth management industry.
Advisor Benchmarking: From Instinct to Insight to Action
Leveraging the firm’s scale and data, LPL converted the AGS insights into the Advisor Growth Index (AGI or Index), an early-stage diagnostic tool for advisors and institutions that affiliate with LPL. Working in a 1:1 consultative process between LPL and advisors, the AGI evaluates advisor and institution performance across client acquisition, development and retention — allowing advisors and institutions to benchmark themselves against industry top performers and identify the most productive path forward for growth.
According to the study, the advisors and institutions with the highest AGI scores demonstrate the most consistent growth patterns, with businesses in the top quartile growing assets under management (AUM) three times the rate of median performers, on average. The AGI score is intended to provide advisors and institutions with clear insight into their performance patterns and outline a practical starting point for making meaningful improvements.
AGI scores are dynamic, letting advisors and institutions track progress over time, visualize the effectiveness of business changes and evolve their strategies with support from the LPL ecosystem.
“With the Advisor Growth Study, LPL sought to answer the question, ‘What separates top-growing advisors and institutions from their peers?’” said Matt Enyedi, chief client officer at LPL Financial. “By analyzing six years of proprietary performance data from thousands of practices, spanning all business models, affiliations and stages, the AGS is unlike traditional benchmarking tools that rely on self-reported surveys. We're drawing from objective data, enhanced through supervised machine learning and artificial intelligence to identify behaviors that lead to sustainable growth.
“These are not anecdotal guesses; these are actionable learnings, backed by data, tested across business models and proven in the field,” he added.
Four Traits of Successful Advisors
The AGS uncovered four behaviors that distinguish top-growing businesses from their peers. On average, advisors and institutions who exhibited even two of the following four areas saw growth rates over five times when compared to their peers.
- Establish Growth Foundation: Top growers prioritize clients with long-term potential, build operational efficiency and align infrastructure with scalable growth. They establish clear growth priorities, using data to identify one to two areas of focus and take targeted action. For example, study data shows that top growers maintain a well-balanced client mix with:
- A median client aged 60 or younger, and
- Typically, less than
35% of clients in the decumulation phase.
- Segment Clients: Every client has unique needs, and top-performing advisors and institutions segment clients and refine service models based on factors like AUM, life stage, planning complexity, growth potential and personal fit. Segmentation best practices demonstrate that:
- 30
-60% of growth comes from clients with the top10% of AUM, and - Approximately
35% of growth comes from clients who have$500,000 or more under management.
- 30
- Deeply Serve Clients: The most successful advisors and institutions prioritize thoughtful planning and tailored support for complex needs. They focus on deepening engagement with existing clients and the next generation using the planning process as a gateway to richer conversations and sustained relationships. Data shows that:
- Advisors and institutions holding
60% + of client assets in advisory saw consistent gains over brokerage year-over-year.
- Advisors and institutions holding
- Drive New Client Acquisition: With an intentional approach to new client acquisition, high-growth businesses use data to target high-potential prospects by leveraging strategic M&A opportunities, centers of influence and digital marketing. Study data highlights that top advisors and institutions:
- Achieved high rates of new client acquisition —
10% + of clients are new each year — with the average new client AUM increasing year-over-year.
- Achieved high rates of new client acquisition —
“In today’s advisory landscape, growth is no longer a luxury, it’s a necessity,” said Kraleigh Woodford, executive vice president of growth strategy and enablement, LPL Financial. “As the demand for advice continues to build, advisors and institutions will need tools and solutions that help them scale and grow on their terms. We see both advisors and the industry leveraging LPL’s Advisor Growth Study and the Advisor Growth Index as essential tools to inform growth with confidence.”
LPL’s annual Advisor Growth Study (Research) and Advisor Growth Index (Diagnostic Tool) are part of the company’s Advisor Growth System — a comprehensive, data-driven framework that helps advisors and institutions benchmark their performance, identify growth opportunities and execute strategic improvements with LPL's support. The complete system is available at no cost to LPL advisors and institutions.
To download a copy of the annual Advisor Growth Study, please visit: go.lpl.com/advisorgrowthstudy.
About LPL Financial
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports over 29,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately
Securities and advisory services offered through LPL Financial LLC (“LPL Financial”), a registered investment adviser and broker-dealer. Member FINRA/SIPC.
Throughout this communication, the terms “financial advisors” and “advisors” are used to refer to registered representatives and/or investment advisor representatives affiliated with LPL Financial.
We routinely disclose information that may be important to shareholders in the “Investor Relations” or “Press Releases” section of our website.
Media Contact:
Media.relations@LPLFinancial.com
(402) 740-2047
Tracking #: 797157
FAQ
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