Board of Governors of the Federal Reserve System

The Federal Reserve, the central bank of the United States, provides the nation with a safe, flexible, and stable monetary and financial system.

Micro Data Reference Manual

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Data Dictionary

Item Number Q104

INVESTMENT MANAGEMENT SEGMENT - WEALTH MANAGEMENT/PRIVATE BANKING - NUMBER OF FINANCIAL ADVISORS

Call confidentiality applies to FFIEC 031/041.

Series	Start Date	End Date	Confidential?	Reporting Forms
CPSNQ104	2013-09-30	2019-12-31	Yes	FR Y-14A

Data Description:

Provide a relevant headcount number (e.g. financial advisors, portfolio managers) to facilitate the assessment of revenue productivity in the Wealth Management/Private Banking business line.

Last update: Feb 19, 2026