The Intersection of Data and Decision-Making
With 16 years of data from more than 4,000 firms worldwide, the Global Advisor Study offers firms a data-driven way to benchmark results, uncover strategic opportunities, and track results year over year.
As part of Dimensional 360® participating firms gain access to a dynamic dashboard, detailed reporting, and support from Dimensional’s Practice Management team—helping your firm set goals, make informed decisions, and strengthen your business strategy.
- Access peer business insights to benchmark your firm today and plan for tomorrow.
- Stay competitive with compensation data to inform pay and incentive strategy.
- Measure performance by comparing productivity and profitability metrics with revenue peers.
- Unpack profitability with a detailed income statement analysis to identify cost drivers and opportunities.
The 2027 study is intentionally concentrated in its design. This streamlined approach provides you with all the benefits of annual benchmarking in a more efficient manner, helping you effectively measure your business and focus on the metrics that matter most.
The 2027 study consists of the following modules:
Collects essential firm information related to channels of growth, fee schedules, team structure, and key capacity and productivity metrics.
Captures firm revenue and expenses for key functional areas and breaks down expenses by categories related to human capital, business development, technology, and more. Multiyear participants can track key margin metrics and trends relative to peers over time.
Collects salary, bonus, and ownership information for all roles. This module also explores advisor business development and servicing metrics and unpacks how advisors are spending their time.
After registration, participants will receive email communications with additional details and resources as well as key study dates.
- December 2026: Questionnaire and Resources Released
- Mid-January 2027: Study Opens
- Mid-March 2027: Study Closes
- May 2027: Results/Dashboard Available
Learn more about the 2027 study, including this year’s modules, the 2027 timeline, and the benefits of participating.
Use this interactive questionnaire to help you compile your responses and prepare to complete the study.
Supplemental Resources
2026 Key Takeaways: A Road Map for Strengthening Your Business
This report brings to life data from each module of Dimensional’s 2026 Global Advisor Study, walking through how High Performing Firms are operating and how you can apply the insights to grow your own firm.
Dimensional 360® is a suite of services available to an elite community of financial professionals who work with Dimensional Fund Advisors.
Dimensional is a global investment manager that has been applying the great ideas in financial science since 1981. We are driven by an evidence-based approach, Nobel Prize-winning insights, and decades of expertise capturing higher returns while maintaining low costs and diversification. We aim to give advisors the strategies, insights, and tools to build customized solutions for their clients. Learn more about Dimensional and our investment philosophy.