IBD Elite 2024: Deep dive into independent wealth manager data

Smaller green fish swim underwater next to a giant whale around a title reading, "IBD Elite 2024 Interactive Data"
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The annual IBD Elite survey of the largest independent broker-dealers in wealth management contains data on 41 firms that generated more than $43 billion in combined revenue in 2023. 

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, "The myth of big versus small," follow this link.