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Discovery Data Releases Growth Factors Time Series

EATONTOWN, NJ — August 15, 2019 — Discovery Data, the leading financial services industry provider of data and analytics on firms, retirement plans and professionals, has released a new dataset, Growth Factors Time Series, that presents the trajectory of an investment advisory firm or advisor across a wide variety of measures, providing a robust picture of their practice health and expected future.

Discovery Data provides a consolidated view of the financial services industry, including detailed profiles on all firms and professionals. The Growth Factors Time Series provides trend data on key firm measures such as the number of employees, firm reps, branch offices and affiliated firms, an overview of client accounts, average client size and assets broken down by different time periods. At the advisor level the new trend data includes number of team members, firm associations, branch reps, and self-reported assets and production.

“This vast amount of data offers so many actionable insights to help you sell, market and recruit smarter. We are excited for this release and look forward to expanding the series in the future,” stated Bob Herrmann, CEO of Discovery Data.

During the initial release Growth Factors Time Series will be available to Discovery Data clients in weekly data feeds.

For more information, contact 732-933-1899 or

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