Practice management & M&A Compensation and benchmarking

AdvisorEconomics

KPI dashboard that benchmarks an advisory firm's accounting data against peer firms

USadvisoreconomics.comNot yet confirmed by the company

What it does

AdvisorEconomics is a business-intelligence tool for U.S. advisory firm owners, including independent RIAs, independent broker-dealer practices and corporate RIAs, from solo shops to larger teams. It replaces the annual benchmarking survey and the homemade spreadsheet with a dashboard built from the firm's own books.

The firm connects its accounting system read-only, reviews the account mapping the service proposes, and receives more than 20 KPIs with period-over-period trends, up to five years of history, plain-language commentary and peer benchmarks drawn from the books of other firms on the platform (110+ firms at last count, mostly $1M to $7M in revenue). Supported ledgers include QuickBooks Online and Desktop, Xero, Wave, Quicken and Digits; quarterly email summaries follow.

The product launched in early 2026 and was co-founded by Michael Kitces and technical co-founder Abdennour Aissaoui. It is priced per firm at $29 per month in beta, with add-on logins and entities, and the company states it is SOC 2 certified.

Best for

Serves: RIAs, Broker-dealers

Features

Accounting-ledger connection (read-only)
20+ benchmarked practice KPIs
Peer benchmarks from live firm data
Five-year historical trend view
Revenue and cost per client analysis
Quarterly KPI email summaries

Pricing and deployment

Pricing model: Subscription
Published pricing: $29/month per firm (beta pricing); extra login $5/month; additional entity $19/month; month to month, no free trial
Deployment: Cloud