Compensation expectations are changing across private wealth, investment management, RIAs, and family offices. This guide gives firm leaders and industry professionals a clearer view of current compensation benchmarks, advisor movement, equity trends, and the hiring factors shaping talent decisions.

National salary data can be helpful, but it rarely captures the nuance of private wealth and investment management, particularly when competing for top-tier talent. The 2026-2027 Compensation Guide from Leah Yosef International was created to help RIAs, single-family offices, and multi-family offices better understand the economics of attracting, retaining, and transitioning high-performing professionals.

This guide focuses on upper-market compensation insights, including top-quartile and top-decile benchmarks for firms looking to pay competitively for elite talent. Inside, readers will find real-time recruiting insights from active searches, compensation trends across RIAs and family offices, and what top candidates are prioritizing.

The brochure specifically covers advisor, executive, investment, growth, operations, and compliance compensation benchmarks, including roles such as Lead Advisor, CIO, COO, Chief Growth Officer, Chief Compliance Officer, and more.