Talent Strategy Report Overview
Annual compensation and staffing benchmarks built on real advisory firm data.
The Benchmarks Behind Better Pay Decisions
The Talent Strategy Report is designed for advisory firm owners who need reliable, industry-specific compensation data to set pay, evaluate new hires, and assess whether their current structure is competitive. The report covers more than 20 roles, with salary and bonus ranges filtered by firm size, region, and practice type. Every data point is drawn from SRG’s proprietary valuation database of over 2,600 advisory firm valuations, not self-reported surveys. The service overview below outlines what’s included, pricing, timeline, and the team behind the report.
Frequently Asked Questions
The Talent Strategy Report (TSR) is SRG’s annual compensation and staffing benchmarking report for independent financial advisory firms. It provides salary and bonus ranges for more than 20 roles across your team, filtered by firm size, region, and practice type. The data is drawn from SRG’s proprietary valuation database, not self-reported surveys.
The TSR is designed for owners and leaders of independent financial advisory firms who need reliable compensation data to set pay, make hiring decisions, or evaluate whether their current pay structure is competitive.
Most compensation studies rely on self-reported survey data. The TSR is built on compensation records from over 2,600 real advisory firm valuations and 8,000+ individual compensation records that SRG has reviewed and verified. The data reflects what firms actually pay, not what they report in a voluntary survey.
The report covers more than 20 roles across six categories: administrative, support, technical specialist, advisory, dedicated management, and professional/C-suite. Each role includes median, first quartile, and third quartile benchmarks for salary and bonus.
The TSR is updated annually. Subscribers receive a new report each year calibrated to their firm’s location and revenue size.
When you subscribe, SRG tailors the report to your firm’s location, revenue size, and practice type. You receive both regional and national benchmarks so you can see how your compensation compares to firms like yours and to the broader market.
Basic information about your firm, including location, revenue size, and practice type. SRG uses this to calibrate the report to your specific market.
The TSR provides the data and benchmarks. If you need help building a custom compensation model for a specific role, that falls under SRG’s Compensation Design service, which includes the TSR as part of the engagement.
Julia Sexton, CVA, Director of Strategic Organizational Planning
Courtney Sobkow, Project Coordinator