FA Insight was a market leader in benchmarking and practice management research for financial advisory firms. Founded by Eliza De Pardo and Dan Inveen, its mission was to provide data-driven insights to help financial advisors build more valuable and successful businesses. The firm was well-regarded for its industry studies, such as The Study of Advisory Firms: People and Pay. In 2016, FA Insight was acquired by TD Ameritrade Institutional to enhance its practice management offerings for registered investment advisors (RIAs). Following the acquisition of TD Ameritrade by Charles Schwab in 2020, FA Insight's research and consulting capabilities were integrated into the broader Schwab Advisor Services platform.

Founded in

United States