JOHN W. BRISTOL & CO., INC.

PEER BENCHMARKS

Understanding SEC Peer Groups

A firm's peer group is calculated based on public self-reported AUM benchmarked against a population of RIAs who submitted a Form ADV to the Securities and Exchange Commission.

SEC Peer Benchmark Details

Firm Self-Reported AUM
$4,619.7M
Peer Group AUM Range
$2,147.5M - $4,846.4M
Sample Size
106
Firm Age (Years)
PEER GROUP AVERAGE
16
Structure
PEER GROUP AVERAGE
Limited Liability Company (59 firms)
Discretionary Accounts
PEER GROUP AVERAGE
1,846
Discretionary AUM
PEER GROUP AVERAGE
$3,903M
Non-Discretionary Accounts
PEER GROUP AVERAGE
143
Non-Discretionary AUM
PEER GROUP AVERAGE
$715M
Total Clients
PEER GROUP AVERAGE
1,095
Total AUM
PEER GROUP AVERAGE
$4,618M
Offices
PEER GROUP AVERAGE
11
Total Employees
PEER GROUP AVERAGE
62
Investment Advisors
PEER GROUP AVERAGE
33
Registered Representatives
PEER GROUP AVERAGE
17
Licensed Insurance Agents
PEER GROUP AVERAGE
14
Foreign Clients
PEER GROUP AVERAGE
22.7%
Clients Without Regulatory Assets
PEER GROUP AVERAGE
31
Compensation
PEER GROUP AVERAGE
FIRM VALUE
Percentage of AUM Yes 103 Firms Yes
Hourly Charges No 87 Firms No
Subscription Fees No 105 Firms No
Fixed Fees No 65 Firms No
Commissions No 105 Firms No
Performance Based Fees Yes 60 Firms No
Other No 87 Firms No

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