2026 State of Compensation: Pay, Equity & Incentives for RIAs and Advisory Teams

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Is Your Compensation Plan Helping
You Grow or Holding You Back?

Not sure what to pay your advisors and team in 2026, or whether your current compensation plan is actually competitive? In this on-demand webinar, SRG breaks down real-world compensation benchmarks for RIAs and advisory firms, including salary ranges, bonus structures, phantom equity, and staffing trends across advisor, operations, and executive roles. Using data pulled from valuation and compensation analyses, you’ll see what firms are actually paying and how to align incentives with the behaviors you want, so you can attract and retain talent without letting compensation outgrow the role.

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2026 Advisor M&A Highlights Report

Real transaction data from 171 deals and $14B in AUM transfers. The most comprehensive look at advisor M&A trends, multiples, and succession activity this year

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Building Your Team for Succession Success

June 10, 2026 at 1:00 PM PT / 3:00 PM CT / 4:00 PM ET