McKinsey & Co. weighs in on the future of RIAs

Jun 02, 2023

The $10-billion revenue colossus pooh-poos $7 trillion of 'mom-and-pop' RIA assets after they take in 22% of all investable assets last year, from 16% base, according to McKinsey's own numbers.

McKinsey

Cerulli Associates

Cerulli AssociatesConsulting FirmTop Executive: Kurt Cerulli

Mentioned in this article: Cerulli Associates Kurt Cerulli

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