Cerulli’s intermediary practice focuses on the distribution of retail asset management topics through financial advisors. Areas of coverage include consumers, advisor practices, broker/dealers, clearing and custody agents, and product manufacturer sales strategies. Key topics include intermediary channels, RIAs, advice delivery, and wholesaling strategy.

Core to the practice is a series of annual surveys of financial advisors that are conducted in conjunction with recognized industry organizations. Other data is derived from surveys of broker/dealers, advisors, and asset managers.