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Peer Benchmark Calculator

Use the Truelytics Peer Benchmark Calculator to benchmark your firm against others in the industry.

 

This calculator offers wealth management firms a business health record you can leverage for practice management and during transitions. A peer group is calculated based on self-reported AUM benchmarked against a population of independent advisory firms on the Truelytics platform.

Try it for yourself! Once done, contact TAG to discuss your results.