Financial Adviser Data 2026

Know the adviser market before you decide where you fit within it.

FCA-led intelligence on the firms, adviser populations and market structure shaping financial advice across the UK.

Built for advisers

Use the data to understand the market around you - then compare what different firms and adviser propositions could mean for your next move.

Source: FCA-led analysis organised by Antony George for adviser-market research.

UK Adviser Market Structure

9,314 firms. Five very different types of adviser business.

The UK advice market stretches from one-adviser firms to national businesses carrying thousands of advisers. Firm count alone does not tell the whole story.

Financial planning firms9,314Across the current FCA-led dataset
Wealth advisers29,704Across those firm structures
Micro1 adviser
4,968firms
4,945advisers
Small2–3 advisers
2,585firms
5,467advisers
Medium4–10 advisers
1,306firms
6,290advisers
Large11–25 advisers
306firms
3,719advisers
Very Large26+ advisers
149firms
9,283advisers
Micro + Small
81.1%of firms
35.0%of advisers

Most firms sit in the smallest two bands, but together they account for just over a third of adviser capacity.

Very Large
1.6%of firms
31.3%of advisers

Only 149 firms sit in the Very Large band, yet they account for almost a third of the adviser population.

The first signal

The number of firms falls sharply as businesses get larger, but the adviser population does not fall with it.

Firm-size bands: Micro 1 adviser · Small 2–3 · Medium 4–10 · Large 11–25 · Very Large 26+.

Largest Adviser Firms

Ten firms account for some of the biggest adviser populations in the market.

Ranked by current investment adviser count, this shows where some of the largest adviser footprints sit within the authorised market.

4,985investment advisers at the largest current firm footprint
10firms shown in this ranked view
01
St. James’s Place Wealth Management PlcFRN 195351
4,985
02
Quilter Financial Services LimitedFRN 440703
1,311
03
True Potential Wealth Management LLPFRN 529810
1,065
04
Openwork LimitedFRN 408285
884
05
2 Plan Wealth Management LimitedFRN 461598
622
06
RBC Europe LimitedFRN 124543
438
07
Best Practice IFA Group LimitedFRN 223112
394
08
Quilter Financial Advisers LtdFRN 452529
378
09
Fairstone Financial Management LimitedFRN 475973
348
10
ValidPath LimitedFRN 197107
337
The scale gap is significant: the largest current adviser footprint is almost four times the size of the second-ranked firm.

Current FCA-led ranking by investment adviser count. Firm names and FRNs shown for clarity.

Regional Adviser Market

Select a region. See advisers, firms and compliance footprint.

Choose a region to compare wealth advisers, authorised firms, compliance / risk / AML and average advisers per firm.

Selected region

London

4,682 Wealth advisers
1,549 Firms
593 Compliance / risk / AML
3.0 Advisers per firm
Regional allocation is based on the postcode of the authorised firm. It should be read as an FCA firm-footprint view rather than the exact working location of every individual adviser.
FCA-led regional adviser market view for Antony George Adviser Data 2026. Regional allocation is based on authorised-firm postcode.
What The Data Means

The numbers do not choose your next move. They change the questions worth asking.

Four signals from the market data that can help an adviser compare firms and opportunities more intelligently.

01

Firm size can mean very different working environments.

9,314 firms do not represent one type of business. A one-adviser practice and a national firm with hundreds or thousands of advisers can differ significantly in infrastructure, support, autonomy and operating structure.

02

More firms does not necessarily mean more adviser capacity.

Micro and Small businesses dominate the firm count, while adviser populations are more concentrated in larger firms. That matters when you are deciding whether you value a smaller business environment or a larger adviser community.

03

Geography should be treated as market context, not a postcode rule.

The regional data shows where authorised-firm footprints sit, but an adviser’s practical market may cross regional boundaries, include remote or hybrid arrangements, and look very different once commuting distance is considered.

04

The proposition matters as much as the employer name.

Two firms of similar scale can offer advisers very different levels of support, independence, commercial structure, client ownership and long-term business value. The next section compares that operating-model question directly.

The useful question is not simply “Where are the jobs?” It is “What kind of adviser environment do I actually want to work within?”
Live Adviser Models

Same independence. Two very different ways to operate.

Both live opportunities protect independent advice and both include a guaranteed adviser buyout / succession plan. What changes is how much support is bundled in, how the commercial structure works and how the adviser business can be built.

Shared foundation

Both models are explicitly independent: no compulsory central investment proposition, DFM, restricted panel or house solution.

JOB-1792Integrated Support Model

Independent advice with more of the operating infrastructure bundled around the adviser.

JOB-1793Flexible Business Model

Independent advice with more flexibility over business route, support usage and commercial structure.

Operating route
RI within an established operating structure.

Designed for advisers who want to run their client business without building the regulatory and operational framework themselves.

Own AR business or RI route.

More flexibility over the business structure used to operate independently.

Revenue retention
Standard 80% retention.

Initial and ongoing gross fee income sits within a simple retained-income model.

80% → 85% → 90%.

Tiered retention increases as annual fee generation moves through the published thresholds.

Report writing / paraplanning
Report writing included.

A key part of the bundled support proposition.

Pay-as-you-use paraplanning.

Support is available without building a fixed paraplanning charge into the model.

Infrastructure
Compliance, PI, administration and technology bundled around the adviser.

A more integrated operating environment with consistent digital processes.

Compliance, administration, technology and training support available.

Strong infrastructure, but with more flexibility in how the adviser business is structured.

Brand & client value
Trading identity can be retained, subject to approval.

Introduced client relationships and associated goodwill remain an important part of the adviser proposition.

Built for adviser business ownership and independence.

Supports advisers who want greater control over how their independent business is structured and developed.

Buyout / succession
Guaranteed adviser buyout / succession plan.

A defined succession route gives advisers confidence that client relationships and future business value have a planned destination.

Guaranteed adviser buyout / succession plan.

Succession is also built into this proposition, so this is a shared strength rather than a reason to choose one model over the other.

Best fit question
How much infrastructure do I want included?

Strong fit for advisers who want independence without having to build every operational component themselves.

How much structural and commercial flexibility do I want?

Strong fit for advisers who want more choice over business route, support usage and long-term structure.

Integrated Support ModelView live opportunity
Flexible Business ModelView live opportunity

Live opportunity details can change. The linked Tracker vacancies remain the source for current eligibility, commercial terms and proposition detail.

Practical CPD for advisers

Two questions worth answering before you change your business model.

Two structured CPD sessions built around the practical decisions advisers face when considering a move into business ownership or a different regulatory structure.

Question 01

What changes when you stop being an employee and start building your own adviser business?

Look beyond headline earning potential and understand the responsibilities, foundations and commercial thinking that come with ownership.

16 September 2026 · 11:00AM · Structured CPD
Register →
Question 02

If you want independence, should you operate as an AR or DA?

Compare control, support, responsibility, cost and growth so you understand what the regulatory structure means in practice.

14 October 2026 · 11:00AM · Structured CPD
Register →
Register even if you cannot attend live, the recording will be sent afterwards.
Your next move

The data can show you the market. The next decision is personal.

You do not need to be actively looking to talk through what the market means for you, how the two independent adviser models differ, or what a realistic next move could look like.

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