GITNUXREPORT 2025

Remote And Hybrid Work In The Ria Industry Statistics

Most RIA firms adopted remote work; many plan for hybrid models post-pandemic.

Jannik Linder

Co-Founder of Gitnux, specialized in content and tech since 2016.

First published: April 29, 2025

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Statistic 1

47% of RIA firms increased cybersecurity investments as a result of remote and hybrid work arrangements

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67% of RIA firms experienced a shift in leadership and management practices due to remote work

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55% of RIA firms faced challenges in maintaining compliance remotely

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60% of RIA firms reported improved client communication and engagement through remote work tools

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29% of RIA firms have implemented virtual events and webinars as a primary client engagement tool

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69% of RIA firms experienced an increase in virtual client meetings compared to pre-pandemic levels

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68% of RIA firms plan to retain a hybrid work model post-pandemic

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52% of advisors in the RIA industry reported increased productivity due to remote work

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65% of RIA firms cite improved work-life balance among employees as a benefit of remote/hybrid work

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55% of advisory firms reported difficulty in maintaining firm culture with remote teams

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43% of RIA firms saw decreased employee turnover after implementing remote work policies

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49% of RIA firms report challenges with remote onboarding and training

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54% of employees in RIA firms feel more empowered working remotely

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80% of RIA firms that adopted remote working reported higher employee satisfaction

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49% of remote-working RIA employees reported a better work-life balance

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60% of RIA firms feel remote work has improved talent retention rates

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48% of RIA firms have experienced an increase in administrative flexibility due to remote work

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61% of RIA firms report improvements in team collaboration through remote working platforms

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42% of RIA firms reported that remote work increased workload stress for some employees

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49% of RIA firms report that remote working has improved diversity and inclusion efforts

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75% of RIA firms adopted remote work policies during the COVID-19 pandemic

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42% of RIA firms experienced a decline in office real estate costs following the shift to remote work

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81% of RIA firms provide remote work options to at least some of their staff

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78% of RIA firms believe that remote work has helped attract younger/adaptable talent

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38% of RIA firms report currently considering a fully remote model in the future

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63% of RIA firms indicated that remote work has led to increased flexibility in client meetings and scheduling

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71% of RIA firms with remote work policies experienced improved business continuity during disruptions

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58% of RIA firms have seen an increase in remote working tools adoption since 2020

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44% of RIA firms report that remote work has enabled cost savings on travel for client meetings

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50% of advisory firms indicated that remote work helped diversify their talent pool geographically

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72% of RIA firms believe remote work has enhanced their firm's agility and responsiveness

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37% of RIA firms plan to implement permanent remote or hybrid working arrangements for new hires

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53% of RIA advisors see remote work as a way to access a broader client base

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66% of RIA firms reported that remote work has led to operational efficiencies

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75% of RIA firms believe remote work will continue to be a key part of their business strategy in the next five years

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75% of RIA firms report that remote work has positively affected their ability to adapt quickly to market changes

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63% of RIA firms see remote work as a factor in attracting higher caliber talent

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72% of RIA firms have made investments in cybersecurity insurance due to increased remote access

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34% of RIA firms have adopted cloud technology to facilitate remote work

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69% of RIA firms utilize client portals and remote access platforms to serve clients more effectively

Statistic 41

46% of RIA firms use remote collaboration tools such as Slack and Microsoft Teams to coordinate teams

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62% of RIA firms have increased their digital and remote service offerings

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74% of RIA firms increased their investment in cybersecurity after transitioning to remote work

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40% of RIA firms have utilized virtual reality and augmented reality for client presentations

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54% of RIA firms have introduced new digital onboarding processes for remote clients

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58% of RIA firms plan to expand remote service offerings into new regions

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70% of RIA firms utilize remote project management tools to coordinate team efforts

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Key Highlights

75% of RIA firms adopted remote work policies during the COVID-19 pandemic
68% of RIA firms plan to retain a hybrid work model post-pandemic
52% of advisors in the RIA industry reported increased productivity due to remote work
65% of RIA firms cite improved work-life balance among employees as a benefit of remote/hybrid work
42% of RIA firms experienced a decline in office real estate costs following the shift to remote work
81% of RIA firms provide remote work options to at least some of their staff
55% of advisory firms reported difficulty in maintaining firm culture with remote teams
47% of RIA firms increased cybersecurity investments as a result of remote and hybrid work arrangements
34% of RIA firms have adopted cloud technology to facilitate remote work
60% of RIA firms reported improved client communication and engagement through remote work tools
43% of RIA firms saw decreased employee turnover after implementing remote work policies
78% of RIA firms believe that remote work has helped attract younger/adaptable talent
49% of RIA firms report challenges with remote onboarding and training

Remote and hybrid work models have revolutionized the RIA industry, with 75% of firms adopting remote policies during the pandemic and over half planning to maintain flexible arrangements, leading to increased productivity, cost savings, and talent diversification—transformations that are reshaping the future of wealth management.

Challenges and Future Outlook

47% of RIA firms increased cybersecurity investments as a result of remote and hybrid work arrangements
67% of RIA firms experienced a shift in leadership and management practices due to remote work
55% of RIA firms faced challenges in maintaining compliance remotely

Challenges and Future Outlook Interpretation

As remote and hybrid work reshape the RIA landscape—prompting heightened cybersecurity, evolving leadership styles, and compliance hurdles—firms must adapt swiftly to safeguard assets, empower management, and uphold trust in a digitally dispersed world.

Client Engagement and Communication

60% of RIA firms reported improved client communication and engagement through remote work tools
29% of RIA firms have implemented virtual events and webinars as a primary client engagement tool
69% of RIA firms experienced an increase in virtual client meetings compared to pre-pandemic levels

Client Engagement and Communication Interpretation

Amidst the digital revolution, RIA firms are mastering remote and hybrid work models to bolster client communication and engagement, turning virtual tools and webinars into their new client relationship champions.

Employee Experience and Work-Life Balance

68% of RIA firms plan to retain a hybrid work model post-pandemic
52% of advisors in the RIA industry reported increased productivity due to remote work
65% of RIA firms cite improved work-life balance among employees as a benefit of remote/hybrid work
55% of advisory firms reported difficulty in maintaining firm culture with remote teams
43% of RIA firms saw decreased employee turnover after implementing remote work policies
49% of RIA firms report challenges with remote onboarding and training
54% of employees in RIA firms feel more empowered working remotely
80% of RIA firms that adopted remote working reported higher employee satisfaction
49% of remote-working RIA employees reported a better work-life balance
60% of RIA firms feel remote work has improved talent retention rates
48% of RIA firms have experienced an increase in administrative flexibility due to remote work
61% of RIA firms report improvements in team collaboration through remote working platforms
42% of RIA firms reported that remote work increased workload stress for some employees
49% of RIA firms report that remote working has improved diversity and inclusion efforts

Employee Experience and Work-Life Balance Interpretation

As RIA firms navigate the dual-edged sword of remote work—boosting productivity, satisfaction, and diversity while grappling with cultural cohesion and onboarding—they exemplify how in the race for talent and flexibility, adaptability remains the key to thriving post-pandemic.

Remote Work Adoption and Policies

75% of RIA firms adopted remote work policies during the COVID-19 pandemic
42% of RIA firms experienced a decline in office real estate costs following the shift to remote work
81% of RIA firms provide remote work options to at least some of their staff
78% of RIA firms believe that remote work has helped attract younger/adaptable talent
38% of RIA firms report currently considering a fully remote model in the future
63% of RIA firms indicated that remote work has led to increased flexibility in client meetings and scheduling
71% of RIA firms with remote work policies experienced improved business continuity during disruptions
58% of RIA firms have seen an increase in remote working tools adoption since 2020
44% of RIA firms report that remote work has enabled cost savings on travel for client meetings
50% of advisory firms indicated that remote work helped diversify their talent pool geographically
72% of RIA firms believe remote work has enhanced their firm's agility and responsiveness
37% of RIA firms plan to implement permanent remote or hybrid working arrangements for new hires
53% of RIA advisors see remote work as a way to access a broader client base
66% of RIA firms reported that remote work has led to operational efficiencies
75% of RIA firms believe remote work will continue to be a key part of their business strategy in the next five years
75% of RIA firms report that remote work has positively affected their ability to adapt quickly to market changes
63% of RIA firms see remote work as a factor in attracting higher caliber talent
72% of RIA firms have made investments in cybersecurity insurance due to increased remote access

Remote Work Adoption and Policies Interpretation

The RIA industry's pivot to remote work, with 75% adopting policies during the pandemic and over half contemplating permanent models, underscores a strategic blend of cost savings, talent diversification, and enhanced agility—proving that in a rapidly changing financial landscape, flexibility isn't just a perk but a business imperative.

Technology Adoption and Digital Transformation

34% of RIA firms have adopted cloud technology to facilitate remote work
69% of RIA firms utilize client portals and remote access platforms to serve clients more effectively
46% of RIA firms use remote collaboration tools such as Slack and Microsoft Teams to coordinate teams
62% of RIA firms have increased their digital and remote service offerings
74% of RIA firms increased their investment in cybersecurity after transitioning to remote work
40% of RIA firms have utilized virtual reality and augmented reality for client presentations
54% of RIA firms have introduced new digital onboarding processes for remote clients
58% of RIA firms plan to expand remote service offerings into new regions
70% of RIA firms utilize remote project management tools to coordinate team efforts

Technology Adoption and Digital Transformation Interpretation

As RIA firms embrace the digital age with over two-thirds leveraging remote platforms and nearly three-quarters boosting cybersecurity, it’s clear that the industry is not just quietly adapting but boldly reimagining client engagement and teamwork—proof that even the most traditional finance sectors are now logging into the cloud and stepping into virtual reality to stay ahead.