The Cerulli Edge

U.S. Advisor

Connect with U.S. Financial Advisors

  • Analyze the trends impacting financial advisors and product providers
  • Understand advisor behavior, client acquisition strategies, and considerations for portfolio construction
  • Evaluate advisor affiliation and the reasons for movement across channels
  • Assess the impacts of fee compression and strategies advisors are using to uphold their value proposition

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Jeremy Fodaski

Jeremy Fodaski

Senior Account Manager

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Explore this Publication

Analyze proprietary data from annual surveys of more than 8,000 advisors across the wirehouse, bank, independent, regional, insurance, and registered investment advisor (RIA) channels. This quarterly publication helps providers and managers understand key trends at play in this important distribution channel and inform their approach to engagement.

Quarterly

Latest Issues

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Q4 2022 — The Modern Investor Issue

Featuring:

  • Firms Embrace Digital Upgrades
  • Portfolio Customization: From Differentiator to Table Stakes
  • The Case for Model Portfolio Use by Advisors
AE Q3 2022

Q1 2024 — Trends for 2024 Issue

Featuring:

  • The Value in Volatility
  • More Advice, but Standing Pat
  • Effective Communication Key to Client Retention
  • Incorporating Financial Planning into Service Delivery
AE Q2 2022

Q4 2023 — The Wealth Management Landscape Issue

Featuring:

  • Projecting Wealth Transfer from 2021 through 2045
  • Addressing Generation X Investors
  • Managing Generational Wealth Transfer
AE Q1 2022

Q3 2023 — The Advisor Demographics Issue

Featuring:

  • Advisor Portfolio Construction Habits
  • Banks Must Preempt Advisor Attrition
  • Confronting the Operational Challenges Facing RIAs
AE Q2 CMS Image

Q4 2021 — Economics of Advisory Practices Issue

Featuring:

  • Ten on Sales, Six on Assets? The Changing Nature of Revenue Sharing
  • Unified Managed Accounts May Help Advisors Justify Higher Price Points Amid Fiduciary Concern
  • Modernizing Fees for 21st Century Advice
Advisor

Q1 2023 — Trends for 2023 Issue

Featuring:

  • Shifting Product Allocations
  • Householding: The Next Progression of Aggregation
  • SEC Aims to Establish Guidelines for the Future of Advisor Outsourcing

GAIN ACCESS

U. S. Advisor Edition

The Cerulli Edge is the best way to stay up to speed on what’s happening across the asset and wealth management industries.

Buy Now

Jeremy Fodaski

Jeremy Fodaski

Senior Account Manager

Our Experts

Meet the Team

Their knowledge of the wealth management industry goes unrivaled. Through years of scouring and interpreting data, defining trends, and projecting growth, they paint a complete picture of the industry.

Stephen Caruso

Stephen Caruso

Senior Analyst

Bio →

Stephen Caruso

Stephen Caruso

Senior Analyst

Stephen is a senior analyst 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.

Asher Cheses

Asher Cheses

Director

Bio →

Asher Cheses

Asher Cheses

Director

Asher is a member of Cerulli’s Wealth Management practice, specializing in trends that impact high-end advisory firms and high-net-worth investors. In his role, Asher is responsible for leading various strategic consulting engagements within the wealth management practice, focusing on multi-family offices, RIAs, private banks, and trust companies.

Prior to joining Cerulli, Asher worked as an Investment Analyst at a Boston-based multi-family office, where he conducted fund due diligence and portfolio analysis for high-net-worth investors.

Full biography here.

Chayce Horton

Chayce Horton

Senior Analyst

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Chayce Horton

Chayce Horton

Senior Analyst

Chayce is a member of the Wealth Management team at Cerulli and contributes primarily to the U.S. Private Banks and Trust Companies and U.S. High-Net-Worth and Ultra-High-Net-Worth Markets annual reports. His analysis covers the wealth and asset management industries that serve high-net-worth (HNW) investors and families. Chayce also provides analyst support to strategic consulting projects in the wealth management space and contributes to The Cerulli Edge series.

Previously, Chayce has experience working in enterprise data governance, government affairs, and business banking at multiple global financial institutions.

Full biography here.

Michael Rose, MST

Michael Rose, MST

Director

Bio →

Michael Rose, MST

Michael Rose, MST

Director

Michael is a director within Cerulli’s Wealth Management practice, where he researches key elements of the wealth management industry, with an emphasis on broker/dealers and wealth management technology. In this capacity, he regularly engages with constituents across the wealth management ecosystem, including retail investors, financial advisors, and executives within wealth management, asset management, and technology firms, in order to support Cerulli’s market research initiatives.

Prior to joining Cerulli, Michael spent eight years working as a financial advisor, providing comprehensive wealth management services to high-net-worth individuals and families. Prior to his role as a financial advisor, Michael served as a research analyst for IDC, where he was responsible for researching trends within the technology industry and advising senior business executives on product strategy.

Full biography here.

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  • Annual report
  • The Cerulli Edge

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