Regional and Community Bank Survey

  • Focused on banks that partner with third-party broker dealers (TPMs)
  • Key trends and performance benchmarks
  • Covers calendar year 2022
  • 48 participants

2022–2023 Regional & Community Bank Study (September 2023)

The Study is a report in presentation format that identifies the most important trends in the data.

  • The Annual Regional & Community Bank Study is considered a go-to resource for information on the most important trends impacting the delivery of investment services and advice through banks.
  • The findings contained in the Annual Regional & Community Bank Study frequently achieve you-heard-it-here-first status – these are the issues your business will be grappling with in the coming year.
  • Covers year-over-year changes in business mix, production, and profitability; revenue penetration; advisor coverage; advisor productivity; and acquisition of new assets.

Also Available

The Dashboard is a matrix of 50 different performance metrics tracked in the survey.

  • The Dashboard is used by program managers and executive management in the bank to assess the strengths and weaknesses of the business, and to identify strategies for growth.
  • We hear from many banks that purchase the Dashboard every year that it has become one of the most important tools they use during planning season.
  • The Dashboard is such a powerful tool that it often forms the foundation of the full-service consulting we have performed for dozens of bank investment programs.


Financial Institutions Product & Service Providers
2022-2023 Regional & Community Bank Study    $250 $500
2022-2023 Regional & Community Bank Dashboard $500 $1,000
Study and Dashboard Package $625 $1,250


View the Regional & Community Bank Dashboard 

View the List of Participants


Questions? Looking for a prior year’s study? Contact 

2022-2023 Regional & Community Bank Study


2022-2023 Regional & Community Bank Study and Dashboard


Participate in Our Surveys

We treat the firms and individuals who provide us data as true partners, keeping the data they provide confidential, and delivering analyses that are timely and actionable in exchange for their participation in our research.

If you are interested in participating in our surveys, please contact: