The registered investment advisor (RIA) channel now controls 26.9% of the industry’s total advisor headcount, which is projected to increase to 30.2% by year-end 2027.
As RIAs continue to grow, the question of scale is becoming more readily apparent. RIAs are shifting focus toward staffing to help them achieve their next phase of growth. What are the right hiring models for RIAs to pursue and what are the implications for strategic partners (technology, investment, and asset managers)?
Join Cerulli’s Stephen Caruso for a 45-minute presentation evaluating the U.S. RIA marketplace, including the factors driving AUM growth, the challenges faced in the race for scale, and considerations for strategic partners.
Key Questions Answered:
- How have RIAs rebounded following a year of poor market performance?
- How are RIAs embracing staffing in pursuit of scale?
- What are the opportunities to support RIAs as they grow?
- How does RIA firm count growth impact the consolidation of the RIA channels?