Report

U.S. Advisor Metrics 2020

Dimensions of Diversity and Inclusion

Strengthen and Scale Advisor Relationships

  • Measure advisor gender and racial/ethnic diversity—the only industry-wide market sizing data on this topic
  • Examine factors that deter diverse candidates from becoming advisors and barriers that disproportionately or uniquely impact their success as advisors
  • Explore solutions for implementing impactful diversity, equity, and inclusion (DEI) initiatives
  • Analyze dashboards designed to provide a comprehensive overview of advisor demographics, staffing, growth, and fees
  • Evaluate 10-year historical market sizing trends and projections for the U.S. financial advisor marketplace across channels

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US Advisor Metrics 2020 Report Vectors Detail

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Jeremy Fodaski

Jeremy Fodaski

Account Manager

Summary

This report provides a broad and deep perspective on financial advisors, highlighting their most critical needs, risks, opportunities, and challenges. With a holistic perspective, the data and analysis cover financial advisors operating across all channels, including wirehouses, national/regional broker/dealers (B/Ds), independent B/Ds, hybrid registered investment advisors (RIAs), independent RIAs, insurance B/Ds, and retail bank B/Ds.

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Methodology

Methodology

Each report is lead authored by a senior Cerulli analyst with significant industry experience. The report incorporates qualitative and quantitative inputs, based on Cerulli’s proprietary research process. For more on our research process, click here.

Executive summary

Executive Summaries

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A Note From the Author

Parity Is an Uphill Climb for Women and BIPOC Financial Advisors

Marina Shtyrkov

Marina Shtyrkov

Associate Director

Bio →

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.

Nearly two-thirds (63%) of advisors agree or strongly agree that their firm’s leadership is working to increase diversity among its advisors. However, only 41% of advisors agree that their firm’s diversity efforts have been impactful so far. To make progress toward parity, firms will need to create programs, events, and partnerships that begin to build inroads with diverse advisor communities. Engaging in discourse on diversity, while important, is not enough. Through continued investment in DEI initiatives, firms can demonstrate their commitment to creating a more equitable and inclusive environment for advisors.

Learn more in The Cerulli Report—U.S. Advisor Metrics 2020: Dimensions of Diversity and Inclusion.

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