Cerulli Associates
Research, Analytics, Consulting
Since 1992, we have powered financial services firms with in-depth analysis and strategic recommendations.
Who We Are
Cerulli Associates
For over 30 years, Cerulli has been at the forefront of the financial services industry, delivering groundbreaking market intelligence and strategic business recommendations. It is our mission to arm our clients with the data, research, and advice they need to grow.
Newly Released Publications
- Annual report
- The Cerulli Edge
Cerulli Research Reports
Unlock key trends across international institutional and retail asset management markets. Cerulli’s objective research and analysis offers unparalleled access to macro themes and micro trends driving the industry.
Cerulli Consulting
We are a team of passionate, data-driven industry problem solvers who thrive on creating solutions for our clients. Let us help you imagine new possibilities and redefine success for your firm.
Not Big Data. Great Data.
Cerulli Data
Clarify opportunities with Cerulli’s data. Our proprietary data pushes innovation into motion—shaping new possibilities for growth. Enhance your vision with data-driven insights.
About Cerulli Associates
Our History Can Build Your Perspective
Our Publications
Not sure about the difference between The Cerulli Report and The Cerulli Edge? Let us explain.
Research Agenda
Take a look at all publications planned for release this year.
Participate in Our Research
Influence our analysis with your participation and receive key industry intelligence.
NEW WHITE PAPER
Unlocking the Potential of Private Investments in Defined Contribution Plans
Asset managers, trust companies, and recordkeepers are innovating rapidly to provide private market solutions to defined contribution (DC) intermediaries (e.g., investment consultants, retirement plan advisors) and plan sponsors; however, several misconceptions surrounding private markets remain a hurdle to adoption.
Cerulli Webinar Series
Strategic Insights From Our Subject Matter Experts
Join us for an upcoming webinar, or listen to a recording of a past event. Either way, the Cerulli Webinar Series offers our rich perspectives on emerging trends and opportunities within specific segments of the financial services industry.
September 30, 2025 | 11:00AM EDT
Unlocking Private Markets in DC Plans: Matching Development with Demand
Join Cerulli for a 60-minute strategic presentation on this timely topic, based on a joint white paper effort by Cerulli and DCALTA.
September 30, 2025 | 11:00 AM ET
Join Our Live Webinar
Submit your information below to register
June 2025
Dual-Share-Class ETF Structures: Addressing the Gap Between Asset and Wealth Managers
In this webinar, Cerulli and MMI discuss the impact of this critical industry shift as key stakeholders eagerly await SEC approval.
May 2025
Planning and Progress: The State of WealthTech 2025
Cerulli’s Michael Rose, MST, shares Cerulli’s latest update on the wealth management technology market.
Introducing
Cerulli Affluent Investor Tracker (CAIT)
CAIT measures the attitudes and sentiments of affluent investors toward their financial relationships with providers and advisors, as well as their ownership of investment vehicles and financial assets. With CAIT’s help, financial services firms can more deeply understand the behaviors of affluent investors.
Cerulli Associates is a 2023 and 2024 Boston Globe Top Places to Work
We are proud to be recognized for our outstanding employee engagement, management, work-life balance, and benefits.