Compensation Data for Wealth Management Companies

Compensation Survey Data for Wealth Management Firms

Contact us to learn more about participating in the Radford McLagan Compensation Database.

Talk to Our Team

More than 250 wealth management companies rely on the Radford McLagan Compensation Database to meet their benchmarking needs. Learn more about how we can support your organization below.

Industry Coverage

The Radford McLagan Compensation Database provides decision-makers with access to incredible insights spanning a wealth of companies, employees and countries on a unified platform. Our wealth management sector coverage spans:

  • 250+

    Participating Organizations

  • 300

    Thousand Employees

  • 20+

    Countries with Reported Results

Join Your Peers

The Radford McLagan Compensation Database is trusted by thousands of companies to attract, retain and motivate their global workforce. We partner with the world's leading wealth management firms, including:

  • Multi-Family Offices
  • RIAs
  • Ultra-High Net Worth
  • High Net Worth
  • Affluent
  • Mass Affluent

Navigating the competitive talent market demands industry leading data and analytics enabling better decision making. We’ve got you covered so you can take a data-driven approach to compensation decisions.

To request a list of wealth management clients enrolled in the Radford McLagan Compensation Database, please click here.


Sample Quick Benchmarks Query

Source: Human Capital Analytics portal

Job Library

Our comprehensive job library spans most business functions business function and includes an extensive collection of jobs - something we call a job module - focused specifically on wealth management sector. Within these job modules, you’ll find a wide range of highly-targeted wealth management functions, including:

  • Advisor Support
  • Application Development & Support
  • Branch Administration
  • Branch and Complex Support
  • Branch Investor Center Brokerage
  • Branch Leadership
  • Brokerage Centralized Advice Call Center
  • Chief Technology Officer
  • Client Services and Sales Support
  • Compliance, AML & Control
  • Trading
  • Family Office Services
  • Head of Brokerage
  • Head of Client Experience
  • Head of Multi-Family Office Client Advisory
  • Head of Strategy
  • Head of Trusts & Estates Business
  • Head of Wealth Management
  • Investment Research
  • Investment Strategy
  • Portfolio Management
  • Wealth Management Operations
  • Practice Development & Growth
  • Product Specialist – Capital Markets Products
  • Product Specialist – Financial Planning
  • Product Specialist - Philanthropy
  • Relationship Management – Affluent
  • Relationship Management – High Net Worth
  • Relationship Management – Mass Affluent
  • Relationship Management – Ultra High Net Worth

To request a list of our wealth management job coverage, please click here.

Compensation Data Elements

The Radford McLagan Compensation Database is designed to help decision-makers set pay with confidence across numerous compensation elements. Key compensation details available include:

  • Base Salary
  • Allowances (Cars, Housing, etc.)
  • Fixed Compensation
  • Actual Bonus Payouts
  • Target Bonus Percentage/Value
  • Total Cash Compensation
  • Annual/Ongoing Equity Value
  • Annual/Ongoing Equity Eligibility
  • Total Direct Compensation

Pricing and Support

Fees to participate in and access the Radford McLagan Compensation Database will vary based on your benchmarking goals. Key factors impacting price include the number of countries where you need data, the types of jobs you need to benchmark and your overall employee headcount. Once we know more about these factors, our team can quickly create a cost-effective proposal to meet your specific needs.

To request a price quote for your organization, please click here.

All subscriptions to the Radford McLagan Compensation Database include 24/7 access to the Human Capital Analytics platform, which will deliver instantly accessible survey results, input resources and market insights for everyone on your team. Additionally, all clients are assigned a dedicated data consultant to support you during the survey input and data review process. This consultant will be your point of contact for training and reporting questions.


Sample Location Analytics Query

Source: Human Capital Analytics portal