U.S. Broker/Dealer Marketplace 2026
Benchmark and Grow Marketshare in the B/D channel
- Review 10 years of sizing data for assets under management (AUM), advisor affiliations, and advisor productivity among B/D firms
- Discover the most compelling distribution opportunities for asset managers
- Gain insight into the key areas of differentiation among advisor practices by B/D channel
- Explore key factors influencing the ability of B/D firms to recruit and retain advisors
$22,000
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Summary
This report provides B/Ds and custodians a method to benchmark against their competitors and insights into how they are reacting to key opportunities. The report also helps asset managers and other third parties identify which are the fastest-growing B/Ds are and what the growth drivers are. Third parties will gain greater insight into their existing B/D partnerships, while also discovering new partnering opportunities.
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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
Get the most important report findings distilled in an easy-to-understand and highly visual format before you begin your journey through the report or use it as a tool for senior leadership.
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Data Behind This Report
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