DALBAR is the financial services industry’s trusted source for independent evaluation, research, and certification.
Our mission is simple: help firms improve performance, meet regulatory expectations, and build lasting trust with clients through objective, research-based programs and solutions.
Founded more than 40 years ago, DALBAR began with a vision to bring clarity and credibility to the financial services industry. Today, we partner with leading institutions—from independent advisors to the largest broker-dealers and asset managers—to raise the bar on service quality, digital experiences, compliance, and investor engagement.
While technology, markets, and regulations have evolved, our mission has stayed the same: provide the insight and independent perspective that enable firms to succeed and serve their clients better.
Every engagement is designed to help our clients evaluate, improve, and recognize performance
Identify strengths and uncover areas for improvement through objective, research-backed analysis.
Deliver actionable insights, training, and coaching to close performance gaps.
Award and certify firms that meet or exceed the highest industry standards.
The nation’s top financial institutions choose DALBAR for our unmatched combination of independence, deep industry expertise, and proven results. Our evaluations and certifications are recognized industry-wide as a mark of excellence—backed by rigorous standards and decades of specialized experience.
Evaluations are research-driven and free from outside influence, ensuring credible results.
Over four decades serving financial services means we understand your challenges and opportunities.
From measurable performance gains to industry recognition, our work drives real impact.
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.
