Are you already working with Dimensional and using Dimensional solutions in your practice? If so, please visit the Global Advisor Study page on MyDimensional for more information.
Benchmark Your Firm Against Industry Leaders
Dimensional’s Global Advisor Study is the industry’s largest benchmarking tool, featuring 15 years of data from more than 4,000 firms worldwide. Firms can compare performance against peers, track business metrics, and uncover strategic opportunities through a dynamic dashboard that is available exclusively to study participants.
As part of the Dimensional 360® offering for financial professionals, the study helps firms make data-informed business decisions—enabling them to tackle business challenges head on.
Why Participate?
- 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.
- Gain insights into how other firms make asset allocation decisions.
2026 Global Advisor Study Modules
As in past years, the 2026 study consists of a required Core Business Metrics module and additional optional modules.
Core Business Metrics (required)
Collects basic firm information, such as services offered, organizational structure, and top business challenges.
Income Statement (optional)
Captures firm revenue and expenses for key functional areas.
Roles and Compensation (optional)
Collects salary and bonus information for all roles as well as insights into key firm roles.
Investments (optional)
Delves into how firms are designing, constructing, and delivering investment products to their clients.
What to Expect
After registration, participants will receive email communications with additional details and resources as well as key study dates.
Study Timeline
- November 2025: Questionnaire and Resources Released
- Late January 2026: Study Opens
- Mid-March 2026: Study Closes
- June 2026: Results/Dashboard Available
Get More Details on the Modules and Study Process
2026 Global Advisor Study Brochure
Learn more about the 2026 study, including this year’s modules, the 2026 timeline, and the benefits of participating.
View the 2026 study brochure
2026 Global Advisor Study Questionnaire
Review the modules and questions in advance to help you prepare to complete the study.
View the 2026 study questionnaire
Supplemental Resources
Review key insights and findings from the 2025 Global Advisor Study.
Take a deeper dive into insights from the 2025 Global Advisor Study.
Elevate Your Business with Dimensional 360®
Dimensional 360® is a suite of services available to an elite community of financial professionals who work with Dimensional Fund Advisors.
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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.