Practices: U.S. Intermediary

U.S. Intermediary

The Intermediary practice focuses on trends related to financial advisors and related intermediaries, including:

  • Needs, challenges, risks, and opportunities facing financial advisors
  • Marketshare shifts across wirehouse, RIA, independent B/D, and other advisor affiliation models
  • Distribution strategies for retail asset management products sold through financial advisors
  • Best practices for wholesaling and key accounts coverage
  • Competitive analysis of the largest B/Ds and RIA custodians
  • Evolution of RIA platforms and aggregators

Annual Reports

Subscription # Titles Latest Release* Actions
U.S. Broker/Dealer Marketplace 3 11/27/2018

$19,000

Order Now
U.S. RIA Marketplace 9 11/7/2018

$19,000

Order Now
U.S. Advisor Metrics 9 9/30/2018

$19,000

Order Now
U.S. Intermediary Distribution 8 9/5/2018

$19,000

Order Now
* Subscriptions end 12 months after the release date of the most recent report.

Non-Annual Reports

Product Title Release Date Actions
RIA Marketplace 2013: The Changing Landscape of a Maturing Industry 12/19/2013

$13,000

Order Now
Boutique Advisory Firms and RIAs: Balancing Scale and Independence for Top-Tier Advisors 5/16/2013

$13,000

Order Now
State of the RIA Marketplace 2012: Sizing, Product Trends, and Distribution Opportunities 11/21/2012

$13,000

Order Now
Registered Investment Advisor Market 2011 11/15/2011

$10,000

Order Now
Advisor Portfolio Construction Dynamics 6/15/2011

$13,000

Order Now

+ View More

Cerulli Edge

Product Title Latest Release Actions
U.S. Advisor 10/2/2018

$9,500

Order Now

Cerulli Lodestar

Product Title Price
Intermediary

$25,000

Launch Lodestar