B
Evidence Grade B
Graded
accuracy verified by the review judge
Safe to Cite
Recent
37%
37% -- advisor retirement rate for US financial advisors (2025)
Cerulli estimates that roughly 37% of financial advisors are likely to retire over the next decade.
- Estimated figure ('roughly 37%... give or take')
Attribution:
View source
Lighthouse Research Team
Last verified:
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Source verified
Evidence graded
Value
37%
Unit
Percentage
Data Vintage
2025
Entity
Evidence Quality
B
Strong, reliable evidence
Sourced from a well-regarded research firm or industry leader with transparent methodology and a reasonably large sample.
Single source - not yet corroborated
Score breakdown
Extraction
75
Source Trust
60
Citation Chain
20
Independence
30
Methodology
35
Freshness
95
Source
Cerulli Associates
Primary
Tier B
https://www.capitalgroup.com/advisor/practicelab/webinars/building-leading-high-performing-advisor-p… ↗
Source Article
American Funds
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Original Research
Cerulli Associates
· Original study ↗
Methodology
Cerulli Associates estimate cited in Capital Group PracticeLab webinar
Methodology documented
Segmentation
Industrymarketing
Cite this stat
Plain Text
US financial advisors: 37% advisor retirement rate. Source: Cerulli Associates (2025). Via Lighthouse Intelligence -- https://lighthousedata.io/data/advisors-retiring-next-decade-cerulli
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<blockquote cite="https://lighthousedata.io/data/advisors-retiring-next-decade-cerulli" style="border-left:3px solid #2563eb;padding:12px 16px;margin:16px 0;font-family:system-ui,sans-serif;background:#f0f4ff;"><strong>37%</strong> -- advisor retirement rate for US financial advisors<br><small>Source: Cerulli Associates (2025) · <a href="https://lighthousedata.io/data/advisors-retiring-next-decade-cerulli" target="_blank" rel="noopener">Lighthouse Intelligence</a></small></blockquote>
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