Practices: U.S. Intermediary

U.S. Intermediary

Cerulli’s intermediary practice focuses on retail-focused financial advisors in the United States. Areas of coverage include market sizing and segmentation, practice structures and attributes, distribution of retail asset management products and services, product decisions, broker/dealers, clearing and custody agents, advisor recruiting and transitions, RIA aggregators, growth drivers, and practice management challenges.


Annual Reports

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

$19,000

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

$19,000

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

$19,000

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

$19,000

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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
RIA Marketplace 2013: The Changing Landscape of a Maturing Industry 12/19/2013

$13,000

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

$13,000

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

$13,000

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Registered Investment Advisor Market 2011 11/15/2011

$10,000

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Advisor Portfolio Construction Dynamics 6/15/2011

$13,000

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Cerulli Edge

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

$9,500

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Cerulli Lodestar

Product Title Price
Intermediary

$25,000

Launch Lodestar