Join the Collaborative
Cerulli’s Advisor Research Collaborative
Cerulli’s Advisor Research Collaborative (ARC) is the largest financial advisor research network in the U.S. For over 30 years, it has served as the foundation for Cerulli’s strategic intelligence on the U.S. wealth management marketplace. More than 2,000 financial advisors regularly participate in the Collaborative to benefit from shared insights and recommendations.
Participate in ARC
Your Experience Matters
Your experience as an advisor provides the foundation for our strategic market intelligence. As a member of ARC, you benefit from exclusive research insights, digital rewards, and access to Cerulli's subject matter experts.
Continuing Education (CE) Credits
Cerulli offers financial advisors CE credits for CIMA®, CPWA®, CIMC®, and RMA® certifications, when attending one of our virtual “lunch and learn” sessions.
Gifts and Donations
Choose to make a charitable donation or receive a gift card to one of many popular retailers.
Competitive Benchmarking
Complimentary to ARC participants, Cerulli’s comparative benchmark report analyzes key practice metrics against the complete ARC network.
Complimentary Research
Receive a research report that provides advisors with tangible takeaways for business growth in an evolving landscape.
Reach and Frequency
Advisors by the Numbers
Comparative Benchmark Report
Complimentary to research participants, Cerulli’s real-time comparative benchmark report delivers personalized insights on key practice metrics against Cerulli’s complete network of advisors.
Explore
Complimentary Research
Advisors Tackle the Challenge of Client Acquisition
New client acquisition is a key aspect of growing advisor practices; however, more than half of advisors (55%) consider it a challenge. Download our recent findings to learn how you can market yourself more effectively to unadvised investors.
Customization for Tomorrow
Separately managed accounts (SMAs) are no longer just a solution for high-net-worth investors. With the advent of commission-free trading and investment minimums on the decline, this vehicle is becoming widely accessible to the mass market.
The Impending Succession Cliff
After a career of helping clients prepare for retirement, advisors must plan for their own future. Packed with tips on how to navigate the succession planning process, this report outlines considerations and insights for preserving the legacy of a practice.
The Price of Advice
A broader shift toward lower costs and greater transparency within the wealth management market is causing advisors to re-evaluate their pricing and service models. Read on to learn how advisors are finding the right balance between competitive services and optimal fee structures.
Advisor Testimonials
What Others Are Saying About ARC
NEW INSIGHTS FROM ARC
Top Trends to Watch in 2025
We are pleased to provide financial advisors with our perspective on poignant themes surfacing through our Advisor Research Collaborative (ARC) with our Cerulli Connections newsletter. Join ARC to contribute to this body of research and read on for Cerulli’s outlook for the advisory industry this year and beyond.
Here to Help
Meet the Team
Stephen Caruso
Associate Director
Bio →
Stephen Caruso
Associate Director
Stephen is a Associate Director in the Wealth Management practice where he leads research into the registered investment advisor (RIA) channels. As part of his research, he is the author of Cerulli’s U.S. RIA Marketplace report and has written on topics including private equity investment in RIAs and the role staff play in RIAs’ pursuit of scale.
Full biography here.
Andrew Larsen
Analyst
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Andrew Larsen
Analyst
Andrew is an analyst on the Wealth Management team, providing quantitative analysis for the U.S. Advisor Metrics and U.S. RIA Marketplace annual reports. He primarily supports Cerulli's financial advisor research and data collection processes. He also contributes to The Cerulli Edge series, as well as various consulting engagements related to the financial advisor marketplace.
Full biography here.
Bing Waldert
Managing Director, U.S. Research
Bio →
Bing Waldert
Managing Director, U.S. Research
Bing Waldert leads Cerulli’s U.S. Research team comprising seven research practices that cover all elements of the U.S. asset management, wealth management, and retirement markets. He has authored Cerulli reports on the wealth management industry, high-net-worth market, the annuity industry, and retirement markets. He is a frequent board-level and C-suite speaker and well-regarded industry thought leader. He has spoken in front of the Investment Company Institute (ICI), the Asset Management Association of China (AMAC), the Investments and Wealth Institute (IWI), and the Money Management Institute (MMI).
He has worked on client projects on emerging manager expansion strategies, independent registered investment advisors (RIAs), multi-family offices (MFOs), investment platforms, and the outsourced chief investment officer (OCIO) industry. In addition, he has advised multiple private equity firms on acquisitions in the wealth management space.
Full biography here.
Participate
Join the 2,000+ financial advisors who regularly participate in the Collaborative to benefit from shared insights and recommendations.
THE ARC ENGINE
Understanding The Advisor Research Collaborative (ARC)
Curious about just how ARC can create a smarter, more informed industry better able to respond to industry changes?
Have Questions?
Visit our FAQ page to learn more about ARC and what you can expect as a member of the Collaborative.