Rep as Advisor Programs:
Programs Declining in Popularity

Recently Released!!!
Date Published: March 15, 2023
Summary PowerPoint Deck: 403 Slides

Reference PowerPoint Deck: 1,626 Slides

The purpose of this research is to provide readers with a comprehensive understanding of rep as advisor programs, programs where clients pay fees in lieu of commissions for non-discretionary accounts. This research includes an analysis of the market growth and leading firms. This research is part of Tiburon's broader coverage of managed account programs and its even broader coverage of financial products & services.

This research addresses the market size and leaders in rep as advisor programs.

And this research makes several future predictions for rep as advisor programs, including:
  • Continued Effort by Firms to End Rep as Advisor Programs
  • Slow Growth for Rep as Advisor Programs
  • Emergence of More Strict Firm Guidelines
Member Access

Tiburon Members & individual research subscribers may click on any of the icons below to access any part of this research. The most widely utilized parts are the Key Findings (think factoids), Podcast Presentation, and Summary PowerPoint deck.

Table of Contents Summary
PowerPoint Deck
Key Findings Reference
PowerPoint Deck
Podcast Presentation Excel Data Sheet
Public Access

Please click on the Table of Contents icon below to see more details of this research.

Table of Contents

Media Access

Members of the media who would like further access to the components of this research may click on the icon below or send an email to Sarah Sage.

Media Access

Tiburon Research Subscriptions


If you are having difficulties subscribing to Tiburon research online please contact Sarah Sage at
SSage@TiburonAdvisors.Com or 415-789-2540.