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Est. 2026The front page of wealth managementNew York

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Cerulli: $5B+ Fee-Only Independent RIAs Face 'Shrinking Footprint'

By Patrick Donachie · WealthManagement.com ·

Image: WealthManagement.com

Cerulli Associates finds true fee-only RIAs are growing more slowly than hybrid firms with brokerage ties or insurance licenses among the largest wealth managers.

Summary as published by WealthManagement.com
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Financial ADVSR links to reporting from across the industry. This story was reported by WealthManagement.com. Financial ADVSR is not affiliated with WealthManagement.com. Updated every 10 minutes.

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