IBD Elite 2025: Deep dive into independent wealth manager data

An illustration displays financial professionals using artificial intelligence as part of their jobs over a blue background with the labels, "IBD Elite 2025: Interactive data"
Sena Kwon/Arizent

The annual IBD Elite survey of the largest independent broker-dealers in wealth management contains data on 38 firms that generated more than $50 billion in combined revenue in 2024. 

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, "How independent advisors win the AI adoption race," follow this link.