Report

U.S. RIA Marketplace 2020

Exploring Drivers of Change

Navigate the U.S. RIA Market

  • Explore a complete sizing of the U.S. retail-focused registered investment advisor (RIA) marketplace
  • Understand the impact and implications of advisor movement into RIA channels
  • Gain insight into RIAs’ portfolio construction processes and product use metrics
  • Examine the opportunities and trends in distribution strategy within the RIA channel

$19,500

Discounts available for bulk purchase

US RIA Marketplace 2020 Report Detail

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Jeremy Fodaski

Jeremy Fodaski

Account Specialist

Summary

Analyze the many dimensions of the retail-focused RIA marketplace with 10+ years of market sizing of the independent RIA and hybrid RIA channels. Uncover factors that have led to the channels’ high growth and understand 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, and allocation changes.

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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.

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Executive Summaries

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A Note From the Author

How Will RIAs Remain Competitive?

Marina Shtyrkov

Marina Shtyrkov

Senior Analyst

Bio →

Marina Shtyrkov

Marina Shtyrkov

Senior Analyst

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.

Over the next decade, the chasm between the at-scale, enterprise registered investment advisors (RIAs) and smaller, lifestyle practices will only widen. Scale—and the advantages it affords—will be the primary determinant of success.

As the pandemic rages on, RIAs must reckon with the new challenges—and opportunities—stemming from the need to address digitization, client acquisition, value differentiation, and succession. The ways in which they address these challenges will separate tomorrow’s top firms from those that flounder. When the disruption ultimately subsides, it will leave a long-term imprint on the industry and RIAs will emerge post-pandemic into a new normal that, in some respects, may be permanently altered.

Learn more in The Cerulli Report—U.S. RIA Marketplace 2020: Exploring Drivers of Change.

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