2026 Advisor Growth Study: The Opportunity Within

Using the data-based lens of the LPL Advisor Growth Study (AGS), the 2026 Study analyzes how top advisors have created feasible growth from existing clients. Learn what sets them apart and get actionable insight into what drives success.

Get the 2026 Study

ABOUT THE AGS

Charting a Path to Calculated Growth

What differentiates top growth advisors? It's a question we put to the test. That effort produced an innovative benchmark — it’s the data-backed foundation the inaugural 2025 AGS was built on and the standard future studies will follow.

The 2026 AGS takes a deeper look at net new assets (NNA) to understand key drivers of sustainable growth, breaking down:

  • Why NNA is the tell-all metric of the 2026 AGS
  • Power of analyzing growth inside the book
  • Specific behaviors that set top growers apart
smiling advisor growth financial professional walking inside office building

What the Deeper View Shows

Four key findings stand out in the 2026 AGS. They point to areas where top advisors excel — areas where every advisor can control their growth.

advisor growth study hatched revenue growth bar chart

Top Growers Take Control

At 64%, top growers generate more than 3x revenue growth than the bottom. They don’t ride the market, but actively build the business.*

advisor growth study client mix half pie chart

Success Across AUM and Age

90% of top growers' NNA advantage is within comparable segments. Only 10% of their outperformance came from the wealth-phase and affluence makeup of the client base.*

advisor growth study existing clients organic growth bar chart

Every Household Holds Potential

Top advisors deepen the relationships they already have. While peers see a shrinking base, only one in five top growers experience net outflows.*

advisor growth study 3 behaviors full pie chart

Advisor Behavior Drives Outcomes

Top advisors do three things consistently. They understand the full client picture, anticipate the moments that matter, and activate through life and wealth conversations.*

"Top growers see more than 14 points higher annual revenue growth than those without NNA growth. The single most important thing you can do to grow your revenue is to grow NNA."

Andrew Beasley

SVP, Practice Management & Advisor Growth, LPL Financial

Data-Based Lens that Fuels the Insights

At the heart of the AGS sits a powerful data-based benchmark, the LPL Advisor Growth Index. Transforming speculation into science to define success drivers, it was trained on sophisticated AI and machine learning from one of the most extensive data sets in the industry. 

7

year longitudinal study*

15K+

independent and institutional advisors*

100+

business-level variables*

advisor growth study financial advisor looking off into the distance

Get Insights for Sustainable Growth

The AGS surfaces data-backed insights each year to inspire fresh thinking and empower growth as it is meaningful to you. Unpack the latest insights.

Get the 2026 Study
Explore the 2025 Inaugural AGS Study

* 2026 Advisor Growth Study

Disclosures

For Financial Professional Use Only.

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