Excel Data

For access to the most recent 2025 data underlying our latest flagship study, please contact us directly.

We take great care in compiling and validating our datasets to provide a rigorous and authoritative resource for the wealth management industry.

Past editions of the Excel data underlying our studies are now available for online purchase in editable .xls format, offering senior practitioners a unique tool for benchmarking, research, and strategic analysis.

We are confident this data will prove highly relevant for industry professionals seeking to deepen their insights.