IBD Elite 2026: Deep dive into independent wealth manager data

The annual IBD Elite survey of the largest independent broker-dealers in wealth management features exclusive data on 37 firms that generated more than $56 billion in combined revenue in 2025. 

This interactive tool allows users to explore the main ranking of firms by annual revenue, as well as by 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 cryptic costs of clearing and custody for advisors," follow this link.