X

Log in

Subscribers log in with your InvestmentNews.com email address and password. Trial users enter your promotional code.

Don't have access? Subscribe now.

or

X

Request a Trial

Staffing

All firms participating in the study. Use the selector above to filter specific firm types.

Note: Revenue and assets filters can only be applied individually.

All data is restricted to subscribers. Get Full Access »

Staffing Breakdown

Avg. # of Staff
ProfessionalsRestricted
Dedicated ManagementRestricted
Technical SpecialistsRestricted
SupportRestricted
AdministrativeRestricted
TotalRestricted
Restricted

Professionals

% of Firms Employ
Chief Executive Officer (CEO)Restricted
PresidentRestricted
Chief Operating Officer (COO)Restricted
Chief Investment Officer (CFO)Restricted
Chief Compliance Officer (CCO)Restricted
Chief Marketing Officer (CMO)Restricted
Practicing PartnerRestricted
Business Development Officer (BDO)Restricted
Lead Adviser (Level 1)Restricted
Business Development SpecialistRestricted
Service Adviser (Level 2)Restricted

Dedicated Management

% of Firms Employ
Operations Manager / Office ManagerRestricted
Marketing ManagerRestricted
Human Resources ManagerRestricted

Technical Specialists

% of Firms Employ
Senior Portfolio ManagerRestricted
Portfolio ManagerRestricted
Senior Research AnalystRestricted
Research AnalystRestricted

Support

% of Firms Employ
Support Adviser (Level 3)Restricted
Senior Client Service AdministratorRestricted
Client Service AdministratorRestricted
Performance Reporting AnalystRestricted
TraderRestricted

Administrative

% of Firms Employ
AccountantRestricted
IT ManagerRestricted
Executive AssistantRestricted
Administrative AssistantRestricted
ReceptionistRestricted

Source: 2017 InvestmentNews/Moss Adams Adviser Compensation & Staffing Study