This report, in its seventh iteration, provides an in-depth analysis of the retail-focused registered investment advisor (RIA) marketplace. The report includes Cerulli’s 10 year market sizing of the independent RIA and hybrid RIA channels, addressing factors that have led to the channels’ high growth. It offers insights about the needs, challenges, and opportunities facing RIAs in today’s environment. The report also covers key topics for RIA sales distribution, including product use, portfolio construction approaches, and allocation changes.
Data included in this report comes from Cerulli’s long-running annual advisor survey and includes insights from distribution teams at asset management firms. Research interviews were conducted with industry executives, RIAs, RIA custodians, and RIA service providers whereby participants engage in open dialogue about the current state and outlook for the advisor markets.
Reasons To Purchase:
- Understand the pain points and growth strategies of billion-dollar RIAs
- Identify the major drivers of expansion for RIA platforms and aggregators
- Uncover growth trends across firm AUM segments
- Examine evolving coverage models and distribution tactics for the RIA channel