Regional Brokerage Firms:
Hundreds of Firms with Strong Regional Presences

Recently Released!!!
Date Published: December 21, 2022
Summary PowerPoint Deck: 322 Slides

Reference PowerPoint Deck: 1,764 Slides

The purpose of this research is to provide readers with a comprehensive understanding of regional brokerage firms, a market of several hundred independent, bank owned, & insurance company owned regional full-service brokerage firms. This research is part of Tiburon's coverage of full-service brokerage firms and its broader coverage of financial advisor channels.

This research defines the key markets segments of regional brokerage firms, including:
  • Independent
  • Bank Owned
  • Insurance Company Owned
And this research makes several future predictions for regional brokerage firms, including:
  • Slow Growth in Financial Advisors, Assets Under Management & Administration, and Net New Assets Under Management & Administration
  • Fastest Growth for Bank Owned Regional Brokerage Firms
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