U.S. Intermediary

Cerulli’s intermediary practice focuses on retail-focused financial advisors in the United States. Areas of coverage include market sizing and segmentation, practice structures and attributes, distribution of retail asset management products and services, product decisions, broker/dealers, clearing and custody agents, advisor recruiting and transitions, RIA aggregators, growth drivers, and practice management challenges.


Annual Reports

Subscription # Titles Actions
U.S. Broker/Dealer Marketplace 5

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U.S. Intermediary Distribution 10

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U.S. Advisor Metrics 9

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U.S. RIA Marketplace 6

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U.S. High-Net-Worth and Ultra-High-Net-Worth Markets 1

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* Subscriptions end 12 months after the release date of the most recent report.

Non-Annual Reports

Product Title Release Date Actions
Boutique Advisory Firms and RIAs: Balancing Scale and Independence for Top-Tier Advisors 5/16/2013

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Advisor Portfolio Construction Dynamics 6/15/2011

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