NextWealth Financial Advice Business Benchmarks Report 2025 - Report - Page 30


NextWealth Financial Advice Business Benchmarks Report / October 2025
Firm AUA
Number of advisers in 昀椀rm
Q What is the total amount of assets currently held by your 昀椀rm’s
Q How many authorised client-facing individuals provide investment
advice business (AUA)?
advice within your 昀椀rm?
30

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