What defines a successful firm in 2023? Since firms come in every shape and size imaginable, finding a single definition of success for modern advisors is nearly impossible.

This new report digs deep to discover the common factors that define success for advisory firms. Rather than applying the same bar to every firm, advisors offer their own definition of success – based on their unique clientele, their unique services and the unique way they leverage tech tools.

The report also explores what’s driving AUM growth, how advisors are scaling their practices and what their client experience looks like.