U.S. RIA Marketplace 2024
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
- Gain insight into the competitive dynamics among established and emerging RIA custodians, advisor interest in expanding custodial options, and drivers of growth in the clearing/custody space
- Evaluate the Office of Supervisory Jurisdiction (OSJ) as an independence opportunity for advisors
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Jeremy Fodaski
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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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