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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.
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.
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Complimentary to ARC participants, Cerulli’s comparative benchmark report analyzes key practice metrics against the complete ARC network.
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.
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 $84 Trillion Dollar Opportunity
Explore the implications and opportunities associated with the upcoming generational wealth transfer. This white paper provides detailed insights into one of the largest transfers of wealth in history and takeaways for engaging with next-generation high-net-worth investors.
What Others Are Saying About ARC
Here to Help
Meet the Team
Stephen is a senior analyst 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.
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.
Click to Participate
Join the 2,000+ financial advisors who regularly participate in the Collaborative to benefit from shared insights and recommendations.