RJ and Makay

Registered Investment Advisors vary greatly depending on the type and nature of their practice. Cerulli Associates quantifies and measures various practice types through in-depth practice-type analysis. Through this methodology, money managers, investment planners, financial planners and wealth managers are brought into sharper focus.

Typically, the key aspect that differentiates RIAs on up the food chain is their level of investment management vs investment advice that they dispense.