About AdvisorEconomics
Built by the people who defined how advisory firms measure themselves.
What we do
AdvisorEconomics turns an advisory firm's accounting data into a KPI dashboard with peer benchmarks. Connect your books read-only, review our account mapping, and you get 20+ KPIs benchmarked against firms like yours, with up to five years of history on day one. Setup takes under 10 minutes, and the dashboard maintains itself after that.
The benchmarks come from real books on the platform, measured the same way and updated as firms update, not from annual survey numbers. Today that is 110+ U.S. advisory firms, most between $1M and $7M in revenue. It costs $29 per firm per month, month to month, and you can cancel anytime.
The people behind your numbers
Michael Kitces
Co-FounderPublisher of the Nerd's Eye View blog & The Kitces Report · Co-founder of XY Planning Network, AdvicePay, and fpPathfinder
Most advisory firms have a sense when something might not be right. The problem is that they don't really know for sure, because they have no basis for comparison. Which means the better your benchmarking data, the easier it is to figure out what's 'normal' and what's not, to take actions that really move the business forward.
In the press
Company
AdvisorEconomics, LLC is a U.S. company. Reach us at support@advisoreconomics.com or through the contact page. Our privacy policy and user agreement explain how we handle your data.