Co-founded by Michael KitcesThe next version of your RIA needs better numbers.
Make confident hiring and growth decisions. AdvisorEconomics turns your QuickBooks data into a KPI dashboard with benchmarks.
Get My Dashboard – $29/mo
Your firm's data is private and secure
app.advisoreconomics.com/trends
Built on Michael Kitces' methodology for advisory firm financial analysis
Hire, cut costs, or graduate clients? Hard to know without the numbers.
You suspect you should hire — but can't prove the timing is right.
You think costs are too high — but aren't sure what's actually out of line.
Your peer group compares numbers — but everyone defines 'profit' differently.
Your spreadsheet works — but only the person who built it understands it.
You've tried spreadsheets, and QuickBooks reports. Still no clear answer.
See what your numbers are trying to tell you
AdvisorEconomics turns your QuickBooks data into a KPI dashboard with benchmarks, trends, and guidance — so you can make growth decisions with confidence.
Benchmarks against similar firms
So you know what 'good' actually looks like.
Trends over time with context
So a dip is a data point, not a panic.
Linked articles and implications
So you know what to do, not just what the number is.
Get My Dashboard – $29/mo
Your firm's data is private and secure
Dashboard in 24 hours
1
Sign up
Name, email, and CRD (optional)
2
Upload
Chart of Accounts + General Ledger
~5 min
3
Get your dashboard
Within 24 hours
Everything you need to decide — in one view
app.advisoreconomics.com/kpis
Revenue per Client
$10,377
20.4%
$5K$10K
Above benchmark
Profit per Client
$2,422
233.5%
$1.75K$2.5K
Within benchmark
Operating Profit Margin
23.3%
14.9%
25%35%
Below benchmark
Overhead Expenses
51.7%
9.8%
35%45%
Above benchmark
20 KPIs — benchmarked against firms like yours
Period-over-period comparisons — see what's improving
Plain-English implications — know why the number matters
Curated Kitces.com articles — know what to do about it
Get My Dashboard – $29/mo
Your firm's data is private and secure
RIA owners who stopped guessing
"
It instantly connects with some very specific things that we've talked about endlessly... it affirms and gives confidence to the fact that we need to make some decisions. This is 10,000 times better than anything that I've ever had or even looked at.
RO
RIA Owner
Owner, Financial Planning Firm
"
Each quarter, it takes me time to assemble metrics for my coaching program. If I had this dashboard, it would be a quick turnaround. Heck, I would pay for this just to see all this right now.
RF
RIA Founder
Founder, Wealth Management Firm
"
When you're showing each other numbers in a mastermind group, you don't really know — are we looking at this the same way? One advisor's 'profit' is just revenue minus expenses. This dashboard would be a great way of standardizing that so we can actually compare.
RP
RIA Partner
Partner, Wealth Management Firm
30+ RIAs benchmarked85% from referrals
This is for you if...
- You're an independent RIA (...reporting for broker-dealers & corporate RIAs coming soon!)
- You're actively making business decisions — hiring, pricing, profitability
- You have $200K+ in annual revenue
- You have at least 6 months of data in your accounting system
- You're a fee-only RIA (AUM, planning fees, commissions, or retainers)
This is NOT for you if...
- Your firm does significant tax prep, accounting, or insurance
- Someone takes a cut before revenue hits your books (broker-dealer, corporate RIA, etc.)
- You just want confirmation things are "fine"
- You don't have a dedicated accounting system for your firm
Stop guessing. Start measuring.
Sign up, upload your QuickBooks export, and get your dashboard within 24 hours.
Get My Dashboard – $29/mo
Your firm's data is private and secure