DALBAR, Inc.

DALBAR, Inc. is an independent financial services firm specializing in evaluation, research, and certification for the financial industry. Founded 50 years ago, its mission is to assist firms in enhancing performance, meeting regulatory standards, and building client trust through objective, research-based programs and solutions. The company's headquarters are located in Marlborough, MA.

DALBAR offers a range of services including audits, evaluations, ratings, due diligence, and industry certifications. Key offerings include solutions for improving service quality, strengthening digital experiences, elevating investor communications, and ensuring compliance. The firm is also known for its Quantitative Analysis of Investor Behavior (QAIB) report, which provides insights into how investor decisions impact returns. DALBAR serves a broad spectrum of the financial sector, including investment companies, registered investment advisers, insurance companies, broker/dealers, retirement plan providers, and financial professionals.

In recent news, DALBAR continues to publish its annual QAIB report, which in 2025 and 2026 highlighted the persistent gap between average investor returns and market performance, primarily due to investor behavior, although the gap narrowed in 2025. The company regularly recognizes financial institutions with various service awards, such as the Customer Experience Excellence Award and the Mutual Fund Service Award, acknowledging firms that demonstrate outstanding service and client support. DALBAR is widely recognized as a leading independent expert and trusted source within the financial services industry, with its certifications serving as a mark of excellence.