DALBAR has engineered measurement systems and created benchmarks for the varied types of customers that your company serves. These benchmarks reflect the specific priorities of each distinct customer group.

DALBAR Awards are earned by exceeding benchmarks that are based on the priorities and preferences of each the following type of customer:

Corporate Clients

DALBAR measurement systems identify priorities of retirement plan sponsors, broker/dealer firms and institutional investors.
Click here to view award application.

Financial Advisors

DALBAR provides Financial Advisor measurements for registered investment advisors, registered representatives and insurance agents; as well as specialists in retirement plans, high net worth consumers and tax & estate planning.
Click here to view award application.

Consumers

In addition to the general public, DALBAR’s measurement systems also understand the priorities of end clients such as retirement plan participants and high net worth investors.
Click here to view award application.