Presenters
Julia Sexton, CVA
Director of Strategic Organizational Planning
Succession Resource Group
The 2026 State of Compensation Strategies is a new annual research report from Succession Resource Group (SRG) that helps advisory firm leaders make smarter decisions around:
Built on real advisory firm data and industry benchmarks, the report shows what firms are paying today, how compensation models are changing, and what leaders should plan for next.
Compensation is no longer just a line item — it’s a strategic lever that directly impacts:
Advisor retention and motivation
Firm profitability and margin sustainability
Equity alignment and succession readiness
Recruiting competitiveness in a tight labor market
What buyers want in 2026
As advisory firms grow more complex, outdated compensation models are quietly holding firms back. This report helps firm leaders identify what’s changing, what’s working, and what needs to evolve.
Julia Sexton, CVA