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Select firms to compare ￫
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Topline Financials |
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Assets Under Management (AUM) |
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Total Revenue |
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Revenue Yield on Average Annual AUM |
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Active Clients |
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Gross Profit Margin |
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Earnings before Owners' Compensation % |
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Operating Profit Margin |
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Pre-Tax Income per Owner |
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Staff Productivity |
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Revenue per Active Owner |
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Revenue per Professional |
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Revenue per Staff (total headcount) |
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AUM per Active Owner |
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AUM per Professional |
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AUM per Staff (total headcount) |
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Service or Support Adviser per Senior Advisory Professional |
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Percent of Staff that are Professionals |
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Percent of Staff that are Active Owners |
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Client Productivity |
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Active Clients per Active Owner |
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Active Clients per Professional |
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Active Clients per Staff (total headcount) |
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Revenue per Active Client |
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AUM per Active Client |
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Direct Expense per Client |
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Overhead per Client |
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Operating Profit per Active Client |
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Count of Firms |
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