Where achievement is recognized, performance validated, and trust elevated.
Close to 50 years, DALBAR has defined what excellence looks like in financial services.
Through objective analysis, certifications, and peer collaboration, we give firms the insight to measure performance, raise standards, and strengthen trust where it matters most.
DALBAR helps financial services firms raise the bar on performance and client experience. Through independent evaluations, actionable insights, and trusted certifications, we provide the clarity and tools organizations need to improve outcomes, meet regulatory standards, and stand out in a competitive marketplace.
Our benchmark programs and audits validate excellence and highlight performance gaps.
Actionable recommendations, training, and advisory support help you implement meaningful changes.
Our solutions help financial services firms elevate the client experience, improve performance, and strengthen compliance. Through independent evaluations, actionable insights, and industry-recognized certifications, we equip organizations with the clarity and credibility to lead in a competitive market.
From service quality and digital experience to investor communications, fiduciary oversight, and behavioral insights, every solution delivers measurable impact—while positioning firms for recognition through DALBAR’s prestigious awards.
Widely recognized as the benchmark of excellence in financial services, DALBAR Awards honor firms that consistently deliver outstanding service, innovation, and client experience. Each award is earned through rigorous, independent evaluation against the highest industry standards—helping firms showcase their leadership, build trust, and inspire a relentless pursuit of excellence
The nation’s top financial institutions choose DALBAR for our independence, depth of expertise, and proven track record. For more than four decades, we’ve set the standards that define excellence in service, compliance, and investor engagement—backed by rigorous research and objective evaluation.
When DALBAR validates performance, it’s more than a metric—it’s a mark of credibility that resonates with clients, advisors, and regulators alike.
DALBAR publishes independent research that highlights emerging trends, investor behaviors, and best practices shaping the financial services industry. These reports provide firms with actionable insights they can use to guide strategy, strengthen client relationships, and stay ahead of regulatory and market changes.
Uncover trends, challenges, and best practices shaping the future of investor communications.
The real cost of common investing mistakes—and how advisors can help clients achieve better outcomes.
Whether you’re aiming to improve performance, gain a competitive edge, or meet regulatory requirements, DALBAR’s experts can guide you forward. We start by understanding your goals, then deliver solutions that drive measurable results–and lasting impact.
