Meet Kehrer Group

Kehrer Group is the financial advice community’s trusted partner for original thought leadership, insight based in data, and strategies that drive success.

What We Do

Research

Consulting

Study Groups

Top Directors Awards

Kehrer Group Highlighters

The Kehrer Group Highlighter packages some of our most important findings, insights, and commentary into bite-size, digestible articles. We make the Highlighters available for free to the entire financial advice community—a small gesture of appreciation for a community that has done so much to support our work. Take a look at the latest Highlighter.

Take a look at the latest Highlighter.

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Questions About Our Benchmarking Survey?

Learn more about our benchmarking survey, how to participate in the survey, and our annual studies.

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Financial Institutions Add Investment Services Capacity, Experience Growing Pains

Kehrer Group’s Annual Industry Checkup Released

Chapel Hill, NC, March 2, 2026. After decades of tepid progress toward the goal of growing the financial advisor force in banks and credit unions, 2025 was a breakthrough year.

Win the Financial Planning Race: Best Practices in Driving Planning Engagement in Financial Institutions

Chapel Hill, NC, March 23, 2026. Kehrer Group research has demonstrated that financial planning is a key to the future success of the investment services business in financial institutions. Clients with a plan are more confident about their financial future, gravitate toward the advisor who provided the plan, consolidate assets with that advisor, and are more loyal.

Announcing the 2025 Top Directors

The winners of the 2025 Top Directors Awards were announced during an award ceremony held November 6 at the Umstead Hotel & Spa near Raleigh, North Carolina.

See the results from the latest Influencers Poll.

Download the Report