Benchmark Report

Learn how your practice compares to industry benchmarks. Sign up with your name and email to personalize your custom benchmark report.

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1 Your Practice Metrics

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Verify your practice data in this section to get a more accurate practice valuation.

Revenue

Recurring Revenue

Active Clients

Net Asset Flow

Average Rate of Return

0-59 60-69 70-79 80+

Client Age Distribution

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2 Your Data for Peer Comparison

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Enter your practice data in this section to better compare your practice with the industry as reported by Moss Adams.

Assets Under Management

Assets Acquired in 2023

Expenses

New Clients in 2023

Years in Service

Years Until Retirement

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3 Your Practice Trends

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Enter your practice revenue data for the last 5 years in order to get a more accurate picture of the practice trends.

Revenue

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4 Your Contact Info

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Enter your contact information in this section so we can calculate the tax implications more accurately and email you the customized Benchmark Report.

Full Name * Please enter your name. It is required for the Benchmark Report.

Business Name * Please enter your business name. It is required for the Benchmark Report.

Address Please enter your address. It is required for the Benchmark Report.

City Please enter your city. It is required for the Benchmark Report.

Email *

Phone # * Please enter your phone number. It is required for the Benchmark Report.

State * Please select your state. It is required for the Benchmark Report.

Zip Code Please enter your zip code. It is required for the Benchmark Report.

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Practice Trends
Practice Valuation/Equity Tracking
Three and Five Year Equity Projections
Tax Treatment Analysis
Benchmark Comparison to Industry Averages

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“So impressed. We have a lot to talk about, especially succession plans.”

Howard J, Independent Financial Advisor

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Dan C, Financial Advisor