Applying marketplace data to deliver real-world solutions

FA Insight is both a consulting and a research firm. We offer our clients solutions based on two key strengths:

A deep knowledge of financial services firms and their business environment.
The unique marketplace data we regularly collect, analyze, and synthesize with observations from our consulting work.

The industry’s leading firms depend on us for valuable, reliable benchmarking information and advice on how to address key management issues.

What's New

Coming Soon!
Thank you for your participation in The 2012 FA Insight Study of Advisory Firms: Growth by Design survey. Fielding is now closed. Please watch this space for the latest information on the study and its release in late summer 2012. Click here to learn more about Growth by Design.

Now available!
The 2011 FA Insight Study of Advisory Firms: People and Pay is now available for purchase! Please click the link above to learn more about our third annual industry study which has a special focus on human capital.

Check out other research developed by FA Insight.
For the third consecutive year FA Insight partners with Financial Services Institute to produce the annual FSI Broker-Dealer Financial Performance and Compensation Study. The study provides analysis and detailed benchmarking data on the independent broker-dealer community.

Read about us in the news.
Eliza De Pardo and Dan Inveen break down the results of the 2011 FA Insight study of advisory firms in the third installment of the People and Pay article series published by Investment Advisor.