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2026 Compensation Research Report
The following report provides compensation data for sales executives who distribute securities products across the financial advisor community. These products include 40 Act funds, ETFs, alternative investments, annuities, real estate, and private credit, etc.
The report summarizes wholesaler compensation across large and small firms and breaks the data into three tiers. The information was collected throughout 2025 from 400 different contacts, including both senior-level and entry-level sales executives, and averages were calculated.
The report also includes surveys on distribution strategies, compensation structures, coverage models, and more.
If you are a hiring manager and would like to view the report, please get in touch with us at 904-834-3352.
Roles We Recruit
| Positions | |
| Sales Leadership | National Sales Managers, Divisional Sales Managers |
| Advisor Distribution & Wholesaling | Wholesalers, Hybrid Wholesalers, Internal Sales Executives |
| National Accounts & Business Development | Key Account Managers, Business Development Executives |
| Institutional Sales & Capital Raising | Institutional Sales Representatives, Investor Relations, Placement Agents |
| Specialist Distribution Roles | Retirement Plan Sales Executives / DCIO, Portfolio Specialists, Practice Management |
Clients
| Equity Managers | ETFs, Fixed income, Hedge Funds, Closed-End Funds, & Act Funds, Structured Notes, Separately Managed Accounts |
| Insurance Providers | Variable Annuities, Fixed Indexed Annuities, RILAs / buffered |
| Alternative Sponsors | Opportunistic Credit, Distressed Debt / Private Debt, Private Debt, CLOs, Structured Products/Notes, Specialty Finance, Fintech, GP Stakes, BDCs, Private Real Estate, Real Assets, Infrastructure, Energy, Oil & Gas, Self Storage Providers, DSTs, 1031s, QOZs, 721/UPREITs, DST, Storage Providers, Evergreen/Perpetual-Capital Funds, Separately Managed Accounts, Special Purpose Vehicles (SPVs) |
904-834-3352
contact@lckirk.com
422 Jacksonville Beach Drive
Jacksonville Beach, FL 32250