State of RIA Organic Growth 2026

Poseidon is conducting the first-ever State of RIA Organic Growth survey to benchmark how advisory firms are thinking about — and acting on — growth in 2026.

Your responses are 100% confidential — all results will be anonymized and aggregated. No individual answers will ever be shared or attributed to you or your firm. The findings will shape an industry report shared with participants before anyone else. As a thank-you, you can opt in to receive a $15 gift card.

Gift cards are sent after we verify your firm. The survey takes about 5 minutes. Let's get started.