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Average Total Assets Per Advisor
Shows the average assets managed by each advisor, indicating productivity and potential for revenue generation per advisor.Average assets per advisor have climbed materially since 2023, reflecting successful recruiting and the Commonwealth acquisition and helping power higher revenue per advisor and record margins; Q1’s $21B organic NNA and $17B recruited assets reinforce that momentum. Still, the metric remains sensitive to market moves (Q1 total assets fell) and to integration risk—Commonwealth retention in the mid‑80s could blunt future gains—so watch markets and retention as the key downside drivers.
Date | Average Total Assets Per Advisor |
|---|---|
Jun 30, 2026 | $78.90M |
Mar 31, 2026 | $72.70M |
Dec 31, 2025 | $73.70M |
Sep 30, 2025 | $72.00M |
Jun 30, 2025 | $65.40M |
Mar 31, 2025 | $60.90M |
Dec 31, 2024 | $60.30M |
Sep 30, 2024 | $67.20M |
Jun 30, 2024 | $63.80M |
Mar 31, 2024 | $63.00M |