Wealth Management

Distinct wealth managers—including multi-family offices and RIAs, ultra-high net worth, high net worth, affluent and mass affluent firms—rely on McLagan’s trusted data to address their unique pay needs. To learn more about the McLagan Wealth Management surveys, click the links below:


Database Scope

The McLagan Wealth Management Surveys provide HR and compensation professionals with the most comprehensive rewards insights across all forms of compensation measured across divisions, businesses, roles and firm types. Our survey spans:


Participating Organizations


Incumbents with Reported Results


Countries with Reported Results


Functions with Reported Results

Participating Firms

Wealth managers around the world rely on McLagan surveys to identify, attract and retain talent in a highly-competitive market. We have a track record of working with leading firms, including:

  • Multi-Family Offices
  • RIAs
  • Ultra-High Net Worth
  • High Net Worth
  • Affluent
  • Mass Affluent

Navigating a highly competitive talent market requires comprehensive compensation data from a wide array of peers. We’ve got you covered.

► For more information on participating industry peers, please click here.

Job Library

The McLagan Benchmarking Code is designed to capture the uniqueness of each firm type and the talent needed to support it. Employees are matched according to a globally consistent process drilling into each role’s attributes, area, focus and job level. We cover highly-targeted wealth management functions and areas, including::

  • Advisor Support
  • Application Development & Support
  • Branch Administration
  • Branch and Complex Support
  • Branch Investor Center Brokerage
  • Branch Leadership
  • Brokerage Centralized Advice Call Center
  • Chief Technology Officer
  • Client Services and Sales Support
  • Compliance, AML & Control
  • Trading
  • Family Office Services
  • Head of Brokerage
  • Head of Client Experience
  • Head of Multi-Family Office Client Advisory
  • Head of Strategy
  • Head of Trusts & Estates Business
  • Head of Wealth Management
  • Investment Research
  • Investment Strategy
  • Portfolio Management
  • Wealth Management Operations
  • Practice Development & Growth
  • Product Specialist – Capital Markets Products
  • Product Specialist – Financial Planning
  • Product Specialist - Philanthropy
  • Relationship Management – Affluent
  • Relationship Management – High Net Worth
  • Relationship Management – Mass Affluent
  • Relationship Management – Ultra High Net Worth

In addition, our surveys offer benchmarking data for sales, marketing, relationship management and other infrastructure roles, including finance, human resources and legal.

► To learn more about our job and business line coverage, contact us today.

Compensation Data Elements

All McLagan surveys are designed to empower decision-makers to set pay with confidence across numerous rewards elements on a job-by-job basis and cover all direct forms of pay, including:

  • Salary
  • Cash Bonus
  • Bonus Eligibility
  • Commissions
  • Deferred Cash
  • Stock Salary
  • Performance Vested Award
  • Overtime
  • Overtime Eligibility
  • Allowances (cars, housing, role based, etc.)
  • Performance Vested Awards Mandatory Deferral
  • Performance Vested Awards

In addition, our wealth management surveys capture data elements such as broker paid bonus, hunter/farmer specialization, license level, manages book and brokerage performance.

What Sets McLagan Apart?

We partner with firms across the globe to assess their pay level competitiveness, align pay systems with business strategy, and provide deep industry insights. Together, we empower firms to achieve superior levels of people and business performance. Here's how:

  • A Dedicated Team
    Each client is matched with a dedicated relationship manager who is available to provide support at every stage of the survey process—from job matching to interpreting results.
  • Exclusive Industry Events
    Each year, we host exclusive client roundtables and webinars designed for networking, connecting with industry leaders and staying informed about industry trends and best practices.
  • Performance Solutions
    We serve as trusted advisors to wealth managers. Our data intelligence serves as a foundation for our performance and advisory solutions that help clients identify recruitment and retention opportunities, manage costs, and define realistic business cases for change and formulate implementation plans.
  • Brokerage Pay and Performance Intelligence
    Our retail brokerage financial advisor and branch benchmarking capabilities help firms build performance-driven cultures. Working with leading industry brokerage firms, we empower clients to track their performance relative to the competition with holistic benchmarks, with the ability to get granular, that support business improvement plans at all firm levels. Learn more.
  • Unmatched Insights That Go Beyond Compensation
    Our market practice studies provide rich insights into human resources, compensation, and performance practices, including diversity and inclusion; technology staffing and pay; recruiting, training, and development; as well as other critical topics.

Pricing, Access & Support

McLagan survey fees vary based upon your benchmarking goals. To request pricing information for the McLagan Wealth Management Surveys, please click here.

All subscriptions to McLagan surveys include 24/7 access to McLaganLive, our online survey reporting environment.

Our dedicated team is committed to supporting clients throughout the survey process—from input to employee matching to analyzing results. A relationship manager will be your contact for training and inquiries every step of the way.


Request a Demo

We'd love to give you a personal tour of McLaganLive and share more about our compensation surveys. Let us know how best to reach you and we'll be in touch shortly. (All form fields are required.)

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