This year's study aims to offer insight into the best practices related to creating and sustaining business growth via effective strategic planning, operational efficiency, technology maximization, pricing, the client experience and marketing. This survey will take approximately 45-60 minutes to complete. You have the option to save your progress and resume later. 

Participant Requirements: Advisors that have been in operation for at least one year and generated a minimum of $150,000 in annual gross revenue with individuals or households as your primary clients. Please Note: The survey is designed for firms and not multiple individual advisors reporting from the same firm. Please be sure to check that you are the only representative from your firm completing this survey.

Confidentiality: The data collected as part of this study will be kept confidential, reported out only in aggregate and will not be shared with any third-parties.

Contact Information: Please provide your contact information to ensure that you receive your complimentary copy of the full study report and custom benchmarking report.

Our Thank You for Participating: In order to extend our gratitude for your time, all completed submissions will be eligible for the following:
  • Complimentary copy of the full report upon publication
  • Custom benchmarking report for your firm
  • Drawing Entry for an Iphone X and one of four $250 Amazon Gift Cards – see official sweepstakes rules

Returning to Your Survey: Upon initial entry in to the survey you will receive a confirmation email with your own individual custom link to return to your survey. Please keep this email and use the link provided to re-enter the survey at your convenience to continue where you left off.

Terms and Conditions

TD Ameritrade Institutional is committed to protecting the privacy of all information we collect from our research participants. All responses to our research are completely confidential. We collect data in our studies for research purposes only, and our use of that information will be limited to that purpose. We treat all information we receive from participants as confidential and do not use the information for any purpose other than for research. We keep participant information secure at all times, and prevent the misuse and unauthorized disclosure of it by our employees or any third parties.

FA Insight is a product of TD Ameritrade Institutional, Division of TD Ameritrade Inc., member FINRA/SIPC. FA Insight is a trademark owned by TD Ameritrade IP Company, Inc.

TD Ameritrade Inc., Survey Host and all other third-parties listed are separate, unaffiliated companies and not responsible for one another's products and services.

For more information about TD Ameritrade Institutional, please go to

TD Ameritrade Institutional, Division of TD Ameritrade, Inc., FINRA/SIPC.FA Insight is a trademark owned by TD Ameritrade IP Company, Inc. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc., and The Toronto-Dominion Bank © 2018 TD Ameritrade