D.C. Specialist Advisors Only

The 2026 DC Advisor Practice Management Benchmarking study begins here

https://www.surveymonkey.com/r/SNL376F

The full results and ideas on how to level-up are only available to participating firms.
The final report will be ready late summer or early fall 2026.
This takes 1-3 hours to complete; email us if you'd prefer to gather and submit via .pdf.
Expect a 30-60 minute call to validate your data before we remove your name and add your information to the database.
Confidentiality is paramount! No names or individual practice data will ever be shared.

Research for Good

Every completed survey will result in a charitable contribution!

DC Advisor Practice Management Benchmarking Topics

Services & Financials

Advisor Fee Benchmarking

This year we will dive deeper into how WEALTH and RETIREMENT are integrated while continuing to show how and where revenue growth is happening.

(2023 to 24, the average revenue increase was 16%)

Advisor Fee Benchmarking

Has fee compression leveled off?

The detailed fees and services will provide insights by plan size and determine if any services correlate to higher than average revenue for advisors.

Client Services

Advisor Fee Benchmarking

Sales & Marketing

2023 we saw segmentation move away from three tiers. Most advisors deliver the same level of service to all clients, regardless of size. There were strategic deliverables, an average of 2 people dedicated per plan. Let's see what's changing for 2026!

Sales & Marketing

Staffing and Operations

Sales & Marketing

Which sales tactics actually lead to new business and which efforts were a waste of time and money?

Staffing and Operations

The basic block-and-tackling related to running an advisory practice changes based on your business model. Getting efficient and managing a team is complex. How are the best doing it?

2025 Pooled Employer Plan (PEP) Complete

This Advisor Perception study will take approximately 4 minutes of your time and is for DC Advisors, regardless of whether or not you currently use PEPs in your business.

For every completed survey, we will donate $25 to charity.
For every completed interview, we will donate $100 to charity.
There is opportunity for you to influence which charities receive funding via a survey question.
If you provide your contact information we will share a summary of the survey results.
The survey is sponsored by a large DC Recordkeeper who has chosen to remain anonymous.
Further questions can be directed to robin@winmoreplans.com

D.C. Specialist Advisors Only