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 wealth management firms.
Market Segments
This research defines the key markets segments of regional brokerage firms, including:
- Independent
- Bank Owned
Future Predictions
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