U.S. Registered Investment Advisors: Scale, Succession, and Growth
March 5, 2025
The registered investment advisor (RIA) space continues to evolve. Not only are headcount and assets growing, up 6% and 17% respectively, but distribution dynamics are changing with the expansion of RIA consolidators now controlling $1.5 trillion in AUM. In 2023, the number of advisors affiliated with these firms spiked to 14% as asset marketshare reached 18%.
Stephen Caruso shares Cerulli's perspective on the trends driving channel growth and transformation. During this 60-minute discussion, he covers the most important factors driving change, including succession planning and technology, as well as product and platform preferences and what they mean for asset managers and other third-party providers.
Presented by:
Stephen Caruso
Associate Director
Bio →
Stephen Caruso
Associate Director
Stephen is a Associate Director in the Wealth Management practice where he leads research into the registered investment advisor (RIA) channels. As part of his research, he is the author of Cerulli’s U.S. RIA Marketplace report and has written on topics including private equity investment in RIAs and the role staff play in RIAs’ pursuit of scale.
Full biography here.
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