Cerulli Edge

U.S. Advisor

Connect with U.S. Financial Advisors

  • Analyze the trends impacting financial advisors and product providers
  • Understand advisor behavior, client acquisition strategies, and considerations for portfolio construction
  • Evaluate advisor affiliation and the reasons for movement across channels
  • Assess the impacts of fee compression and strategies advisors are using to uphold their value proposition

$9,750

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Jeremy Fodaski

Jeremy Fodaski

Account Specialist

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Explore this Publication

Cerulli's Advisor Edge is built on proprietary data from annual surveys of more than 8,000 advisors across the wirehouse, bank, independent, regional, insurance, and registered investment advisor (RIA) channels. It helps providers and managers understand key trends at play in this important distribution channel and inform their approach to engagement.

Quarterly

Latest Issues

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Q1 2021—M&A Issue

Featuring:

  • Layers of Consolidation
  • Consolidation within the B/D Marketplace: A Never-Ending Story
  • RIA Combinations: Appealing Across the Market
  • Accelerating Bank M&A
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Q4 2020 — Advisor Behavior Issue

Featuring:

  • The Evolving Role of Behavioral Finance
  • Refocus Rather than Wholesale Change
  • Annuities and the COVID-19 Recovery
  • Will Advisors Make a Change?
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Q3 2020 — COVID-19 Issue

Featuring:

  • COVID-19 as a Catalyst for Change
  • Virtual Recruiting
  • Helping Advisors Embrace Financial Planning
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Q2 2020 — Product Issue

Featuring:

  • Removing Obstacles to ETF Adoption
  • Charting a Course
  • Advisor Portfolio Construction and Product Use: Trends and Influencing Factors
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Q1 2020 — Research Preview Issue

Featuring:

  • Preparing for The Generational
  • Wealth Transfer
  • Diversity and Inclusion: Shifting the Tide
  • The Driving Forces Behind Advisor Affiliation Changes.
  • Fee Compression Demands Flexibility

GAIN ACCESS

U. S. Advisor Edition

The Cerulli Edge is the best way to stay up to speed on what’s happening across the global asset and wealth management industry.

Buy Now

Jeremy Fodaski

Jeremy Fodaski

Account Specialist

Our Experts

Meet the Team

Their knowledge of the wealth management industry goes unrivaled. Through years of scouring and interpreting data, defining trends, and projecting growth, they paint a complete picture of the industry.

Matt Belnap

Matt Belnap

Senior Analyst

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Matt Belnap

Matt Belnap

Senior Analyst

As a senior analyst, Matt plays a critical role in developing research across the retail financial services spectrum, including wealth management, managed accounts, and product development. Matt contributes to nine Cerulli reports across three research practices and manages The Cerulli Edge—U.S. Advisor quarterly publication.

Matt began his career in financial services at Eaton Vance investment management, serving in a variety of roles, ranging from shareholder services, to institutional marketing, and in competitive analysis seeking strategic distribution opportunities.

Full biography here.

Stephen Caruso

Stephen Caruso

Analyst

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Stephen Caruso

Stephen Caruso

Analyst

Stephen is an analyst in the Wealth Management practice where he provides quantitative support to two annual reports. He also contributes to the advisor data collection process and to The Cerulli Edge series. Prior to joining Cerulli Associates, Stephen worked at Banyan Tree Capital, where he managed client servicing operations.

Full biography here.

Asher Cheses

Asher Cheses

Senior Analyst

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Asher Cheses

Asher Cheses

Senior Analyst

Asher is a member of Cerulli’s Wealth Management practice, specializing in high-net-worth trends across advisory channels. In his role, Asher is responsible for leading the research and development of two annual reports, focusing on trends that impact high-end advisory practices and high-net-worth investors. Asher also leads and supports various strategic consulting engagements, focusing on private banks and multi-family offices.

Prior to joining Cerulli Associates, Asher worked as an Investment Analyst at a Boston-based multi-family office, where he conducted fund due diligence and portfolio analysis for high-net-worth investors.

Full biography here.

Donnie Ethier

Donnie Ethier

Senior Director

Bio →

Donnie Ethier

Donnie Ethier

Senior Director

Donnie Ethier is the head of Cerulli Associates’ Wealth Management practice. The Wealth Management practice is dedicated to helping clients proactively adapt to retail financial advice and planning trends, including the high-net-worth markets. Donnie oversees the practice’s annual research agenda and is a core contributor to consulting engagements, syndicated research, and the U.S. Advisor Edge.

Since joining Cerulli in 2012, Donnie has led several practices and research initiatives including the Wealth Management, High-Net-Worth, and Annuity practices. Prior to joining Cerulli, Donnie held roles at Sun Life Financial and Sun Life Financial Distributors for eight years focusing on market and distribution strategy, product development, competitive intelligence, and professional development.

Full biography here.

Chayce Horton

Chayce Horton

Analyst

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Chayce Horton

Chayce Horton

Analyst

Chayce is a member of the Wealth Management team at Cerulli and contributes primarily to the U.S. Private Banks and Trust Companies and U.S. High-Net-Worth and Ultra-High-Net-Worth Markets annual reports. His analysis covers the wealth and asset management industries that serve high-net-worth (HNW) investors and families. Chayce also provides analyst support to strategic consulting projects in the wealth management space and contributes to The Cerulli Edge series.

Previously, Chayce has experience working in enterprise data governance, government affairs, and business banking at multiple global financial institutions.

Full biography here.

Ed Louis

Ed Louis

Associate Director

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Ed Louis

Ed Louis

Associate Director

Ed is an associate director in Cerulli’s Wealth Management practice and leads research for the U.S. Intermediary Distribution report. His research focuses on distribution strategies for retail asset management products sold through financial advisors, advisor product use, and portfolio construction trends. 

Prior to joining Cerulli Associates, Ed worked as an internal wholesaler at Wells Fargo Asset Management. There, he spent nearly a decade working with financial advisors in the wirehouse, independent broker/dealer, and RIA channels.

Full biography here.

Michael Rose

Michael Rose

Associate Director

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Michael Rose

Michael Rose

Associate Director

As associate director of the Wealth Management practice, Michael is responsible for researching trends within the wealth management industry that impact broker/dealers. In this capacity, he regularly engages with key constituents that comprise the wealth management ecosystem, including investors, financial advisors, financial institutions, and technology providers, in order to measure key market characteristics and to advise financial institutions. Michael also collaborates with his Cerulli colleagues in support of the firm’s broader research into the wealth management industry.

Prior to joining Cerulli, Michael spent eight years working as a financial advisor, providing comprehensive wealth management services to high-net-worth individuals and families. Prior to his role as a financial advisor, Michael served as a research analyst for IDC, where he was responsible for researching trends within the technology industry and advising senior business executives on product strategy.

Full biography here.

Marina Shtyrkov

Marina Shtyrkov

Senior Analyst

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Marina Shtyrkov

Marina Shtyrkov

Senior Analyst

Marina specializes in retail financial advisor trends across affiliation models. She is a member of the Intermediary practice, where she leads research for two annual reports. She also contributes to The Cerulli Edge series and generates quantitative analysis to support strategic consulting engagements.

Prior to joining Cerulli Associates, Marina was at Baystate Financial. In her role, she managed the pre-sales process for a financial planning practice, facilitated case design, and helped implement individualized client strategies.

Full biography here.

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