---

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.