Stephen Caruso
Associate Director of Wealth Management at Cerulli Associates and lead on advisor research, providing data-driven insights on the RIA marketplace and industry trends.
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Apr 2, 2026 • 40min
The $3.9 Trillion Land Grab
Stephen Caruso, Associate Director of Wealth Management at Cerulli Associates, shares data-driven perspective on the RIA marketplace. He discusses why scaling an RIA is harder and costlier than it seems. They explore advisor headcount shifts, talent pipelines and AI uses. The conversation highlights the $3.9 trillion addressable opportunity and the market’s polarization between many small firms and a few giants.
