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Financial Planning Lists Investacorp Top Home for High-Performing Reps

Financial Planning Lists Investacorp as Top Home for High-Performing Reps, Spotlights Growing Revenues


Earlier this summer, Financial Planning released its FP50, a deep-dive examination of how the nation’s top broker-dealers matched up in 2017 based on a long list of quantitative performance metrics, including total revenues, revenue growth and advisor production.

The survey spotlighted Investacorp’s large concentration of ‘high-end reps,’ with the top 20 percent of our advisors having an average production of $475,000. Among that group, 80 percent earned more than $150,000 annually, the third-highest rate among all firms across the industry.

Commenting on this part of the survey, Investacorp President and CEO Patrick Farrell said,

“Investacorp is delighted to support a large number of high-producing advisors, who benefit from our forward-thinking practice enhancement services, including the Behavioral Financial Advisor™ training and certification, as well as an award-winning coaching program. What’s more, Investacorp also provides a variety of specialty services through the Ladenburg Advantage, including trust, estate and insurance planning services, as well as a fixed-index and fixed-annuity platform, that helps our advisors attract, service and retain high-net-worth clients. Ultimately, our advisors’ strong performance is clear evidence that we are providing them with a comprehensive and client-centric financial advice toolkit.”

Meanwhile, Investacorp grew its revenues by nearly 5 percent in 2017 to $92 million, ranking 46th on the FP50 in that category.

“Our strong revenue growth is a direct reflection of Investacorp’s ability to provide our family of independent advisors with an expansive set of wealth management tools and fully integrated technologies that enable them to both compete at the highest level and help clients achieve their financial goals,” Farrell said.


Read the full report.



For more information, please contact:

Leslie Vigil
Senior Vice President of Business Development
Investacorp, Inc.
O: 305-901-1825


For Financial Professional Use Only

2018-10-03T19:19:43+00:00October 1, 2018|