Market Insight

Make better decisions for
your business.

Discovery Data Market Insight provides you with detailed historical information on the industry to help you make informed business decisions. Tap into our Discovery Data Retail Financial Services Industry Almanac™, custom research and consulting to gain a deeper understanding of what the data is telling you.

Market Insight

See what's included in a market insight subscription.


Our Market Insight Offering

Retail Financial Services Industry Almanac

6 hours of consulting for your business

Quarterly white papers and studies


Need access to present-day information on the financial services industry?
Check out these data subscriptions

Access four billion data points with the Almanac.

The industry has been asking for a comprehensive, definitive source
for market insight,and here it is:
the Discovery Data Retail Financial Services
Industry Almanac. With hundreds of charts and commentary
grounded in concrete
data, the Almanac is a necessity for strategic or business planning.

Discovery Data Retail Financial Services Industry Almanac

View hundreds of pages and charts with industry insights and analyses.



Broker-dealer and
investment advisory


Market Size

Over 45,000 firms and 1 million
professionals​ including active and inactive


Unlike any other industry
research study available

To help you make the best strategic decisions for your business you will have access to research built on four billion data points, and in-depth commentary and breakdowns on the entire industry rather than narrow views compiled by extrapolating from a small sampling. We cover a vast array of themes and topics such as The Move to Independent, Aging of the Advisor Population, Firm Segmentation, Rep Registration Activity and Retail RIA AUM Analysis, providing an all in one resource.


Learn More About Market Insight

Research and Consulting

Research and
consulting personalized
for your business.

As you identify insights in the Almanac that are important to you,
engage our research team to focus all of this data directly on
your business needs. Discovery Data's Market Insight subscription includes six hours of custom research and consulting.

Research and Consulting

Valuable findings
and insights
the marketplace.

Our white papers and studies cover a variety of topics including industry movement, timely events and analyses of specific segments of the market. Each report utilizes our present day snapshot of the industry or Discovery Data Archive™, in conjunction with over 30 years of industry expertise to present valuable findings and insights on the marketplace.

Tell me more about Market Insight.

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Insight subscription with a member of our team.


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