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Take Part in The Largest Advisor Research Network in The U.S. Wealth Management Industry

Cerulli continuously conducts advisor research on a variety of topics, generating thousands of data-driven insights on the wealth management industry. Your experience as an advisor (affiliated or non-affiliated) provides the foundation for our strategic market intelligence. Join our network of advisors to realize the benefits of participation and enrich our research with your perspectives.

Benefits

Why Participate?

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Complimentary research

Participants receive a research report that provides advisors with tangible takeaways for business growth in an evolving landscape.

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Access to analysts

All research participants enjoy direct access to Cerulli analysts to discuss research findings and industry trends.

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Custom benchmarking

Receive a custom benchmarking report that compares your practice to the industry across key business metrics, enabling you to strengthen your approach and make informed strategic decisions.

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Access Key Findings

Path to Parity

Learn about the factors driving gender and race inequity in the financial advice profession and explore how to create change.

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“We strive to create an exceptional survey experience, which is why over 1,200 advisors elect to participate each year. Every perspective counts."

-Marina Shtyrkov, Senior Analyst, Intermediary

Play a Part

Join the longest-running independent and objective industry research network.

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Meaningful Data-Driven Insights At Your Fingertips

Advisor pie 52

More than half (52%) of advisors

are open to acquiring another practice or actively searching for acquisition opportunities.

Advisor pie 19

On average, advisors spend 19%

of their time on investment management.

Advisor pie 57

By 2022, 57% of advisors

expect to generate at least 90% of their compensation via asset-based fees.

“Advisors are the lifeblood of our intermediary research. We are set up to ensure their success with our survey program pre-and post-participation.”

-Donnie Ethier, Senior Director, Wealth Management Research & Consulting

Meet The Team

Industry Experts

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.

Marina Shtyrkov

Marina Shtyrkov

Associate Director

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Marina Shtyrkov

Marina Shtyrkov

Associate Director

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.

Stephen Caruso

Stephen Caruso

Analyst

Bio →

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.

Related Research

  • Annual report
  • Cerulli Edge
  • Cerulli Lodestar

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