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27
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Our Insights
2026 Compensation Research Report
The following report provides compensation data for sales executives who distribute securities products across the financial advisor community. These products include 40 Act funds, ETFs, alternative investments, annuities, real estate, and private credit, etc.
The report summarizes wholesaler compensation across large and small firms and breaks the data into three tiers. The information was collected throughout 2025 from 400 different contacts, including both senior-level and entry-level sales executives, and averages were calculated.
The report also includes surveys on distribution strategies, compensation structures, coverage models, and more.
If you are a hiring manager and would like to view the report, please get in touch with us at 904-834-3352.
Specialty Areas
Wholesalers
National Sales Managers
Divisional Sales Managers
Key Account Managers
Investor Relations
Retirement Plan Sales Executives (DCIO)
Internal Sales Executives
Hybrid Wholesalers
Institutional Sales Reps
Business Development Executives
Practice Management
Portfolio Specialists
Placement Agents
Servicing:
Wirehouses
Independent Broker Dealers
Regional Broker Dealers
RIAs
Pensions
Endowments
Single and Multi-Family Offices
Consultants
Private Banks
National Sales Managers
Divisional Sales Managers
Key Account Managers
Investor Relations
Retirement Plan Sales Executives (DCIO)
Internal Sales Executives
Hybrid Wholesalers
Institutional Sales Reps
Business Development Executives
Practice Management
Portfolio Specialists
Placement Agents
Servicing:
Wirehouses
Independent Broker Dealers
Regional Broker Dealers
RIAs
Pensions
Endowments
Single and Multi-Family Offices
Consultants
Private Banks
Perspectives
Inside the Bag is a series of candid interviews with seasoned industry veterans, delivering practical insights, real-world perspectives, and actionable advice on distribution strategies for the professionals who carry the bag.
Listen on Apple Podcasts
Listen on Spotify
Listen on Apple Podcasts
Listen on Spotify
The OCD Wholesaler
Go inside the bag with Joe McIntyre. Joe shares the secrets behind his success; how living with OCD (Obsessive-Compulsive Disorder) has become a unique advantage, common pitfalls wholesalers face, his strategies for achieving work-life balance, and his perspective on how AI is set to transform the wholesaling industry.Listen on Apple Podcasts
Listen on Spotify
Our Clients
Alternative Investment Sponsors
Private Real Estate
Separately Managed Accounts
Private Equity
Real Assets
Structured Products
Opportunistic Credit
Distressed Debt / Private Debt
'40 Act Funds
Mutual Fund Sponsors
ETF Managers
Perpetual Life (Daily) NAV REITs
BDC’s
Non-Traded REIT’s
Venture Capital Funds
Hedge Funds
Structured Notes
CLOs
Fixed Income Managers
Private Debt
Energy
Oil & Gas
Continuation Funds
Infrastructure
Third Party Distributors
Single and Multi-Family Offices
Insurance and Annuity Companies
Registered Investment Advisors
Fintech
DST 1031 Providers
Broker Dealers
Self Storage Providers
Special Purpose Vehicles (SPVs)
Speciality Finance
Private Capital Secondaries
GP Stakes
Private Real Estate
Separately Managed Accounts
Private Equity
Real Assets
Structured Products
Opportunistic Credit
Distressed Debt / Private Debt
'40 Act Funds
Mutual Fund Sponsors
ETF Managers
Perpetual Life (Daily) NAV REITs
BDC’s
Non-Traded REIT’s
Venture Capital Funds
Hedge Funds
Structured Notes
CLOs
Fixed Income Managers
Private Debt
Energy
Oil & Gas
Continuation Funds
Infrastructure
Third Party Distributors
Single and Multi-Family Offices
Insurance and Annuity Companies
Registered Investment Advisors
Fintech
DST 1031 Providers
Broker Dealers
Self Storage Providers
Special Purpose Vehicles (SPVs)
Speciality Finance
Private Capital Secondaries
GP Stakes
L.C. KIRK & CO
Because securities products are sold and not bought, your sales team plays a central role in garnering assets. For over two decades, we have partnered with large and small asset management firms, growing their advisory and institutional distribution efforts by recruiting top sales talent.We help asset managers recruit top sales talent.
904-834-3352
contact@lckirk.com
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