Advisor Force Compensation Study
The Kehrer Group Advisor Force Compensation Study provides insight into compensation plan designs, incentive structures, and segregated compensation benchmarks for the following roles in financial institution-based investment services practices:
- Branch-Based Advisors
- Second Story Advisors
- Associate (“Junior”) Advisors
- Sales Assistants
2024-2025 Advisor Force Compensation Study (November 2025)
Kehrer Group collected compensation information on 1,631 financial advisors in 307 banks and credit unions, plus 469 sales assistants. For each role, the participants provided compensation and production totals (where applicable), the compensation plan document and/or a description of the compensation plan, as well as other relevant details about the scope and structure of the role.
For each role covered, the Advisor Force Compensation Study reports:
- Market intelligence on how the role is compensated in banks and credit unions today, including grid payouts and incentives.
- Compensation benchmarks, including base salaries and incentive/bonus compensation where applicable.
- Analysis of the key drivers of compensation and the relevant decision points around compensation plan design.
Participants in the Advisor Force Compensation Survey receive the report on a complimentary basis. The Advisor Force Compensation Study is available for other banks and credit unions to purchase.
Pricing
Institutions with at least 25 advisors: $2,000
Institutions with fewer than 25 advisors: $1,000
Want a copy? Contact research@kehrergroup.com for details on how to purchase.