Practices: U.S. Investor

U.S. Investor

Cerulli’s U.S. investor practice focuses on the end-investors in retail financial products and services in the United States. Coverage includes investor use of financial products, investor preferences in distribution channels, investor-advisor interaction, investor outlook, and differences among investor segments.

Annual Reports

Subscription # Titles Latest Release* Actions
U.S. Retail Investor Advice Relationships 9 10/23/2018


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U.S. Retail Investor Products and Platforms 8 6/21/2018


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

Non-Annual Reports

Product Title Release Date Actions
Retail Direct Firms and Digital Advice Providers 2015: Addressing Millennials, the Mass Market, and Robo Advice 11/4/2015


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The Evolving Retail Direct & Discount Brokerage Market: Distributing Through Third-Party Platforms 12/5/2011


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Cerulli Edge

Product Title Latest Release Actions
U.S. Retail Investor 2/7/2019


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Cerulli Lodestar

Product Title Price
Retail Investor


Launch Lodestar