2025 Survey Results
Where Does Your Firm Rank? How would you rate your firm's growth in 2024?
What do you think will be the biggest challenge of working in the RIA industry in 2025?
7%
29% Client Referrals
Did not meet goals Greatly exceeded Met goals
9% - Increased client assets 24%
9% - Recruiting advisors 9% - Organic means
15%
6% - Other
Slightly exceeded goals
No growth plans Position firm for sale/succession
What is your primary growth goal in 2025?
Open a new office Talent acquisition
(Ranked from lowest to highest)
Merger or Acquisition Increase revenue
Compared to your peers, how well do you feel your firm is adapting and modernizing practices? 2%
Beyond 2025, what do you anticipate being the biggest challenge?
Financial issues implementing changes
Growth Regulation
Slowly but surely
Talent
Embracing changes daily
Technology Market Conditions Consolidation
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Data as of January 7, 2025. Individual loan results may vary and revenue growth is not guaranteed. In December of 2024, Oak Street Funding , sent an online survey via email to advisors throughout the United States. The names were selected from an Oak Street Funding database and the results presented are from advisors who responded to the survey. Loans and lines of credit subject to approval. Potential borrowers are responsible for their own due diligence on acquisitions.CA residents: Loans made pursuant to a California Department of Financial Protection and Innovation, Finance Lenders License (#6039829). Copyright © 2025 Oak Street Funding