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 nearly 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.

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Cerulli Research Reports

Unlock key trends across the global institutional and retail asset management markets. Cerulli’s objective research and analysis offers unparalleled access to macro themes and micro trends driving the industry.

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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.

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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.

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About Cerulli Associates

Our History Can Build Your Perspective

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Our Publications

Not sure about the difference between a Cerulli report, Edge, and Lodestar? Let us explain.

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2021 Research Agenda

Take a look at all publications planned for release this year.

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Participate in Our Research

Influence our analysis with your participation and receive key industry intelligence.

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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.

Webinar Calendar

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July 2021

U.S. Asset Allocation Model Portfolios: Innovation & Adoption

Evaluate the factors influencing the rise of asset allocation models and explore key innovation in product development and opportunities for expansion.

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May 2021

The U.S. Broker/Dealer Marketplace: Evolving Marketplace Dynamics

Explore the dynamics driving marketplace changes—including factors driving advisor affiliation choices, B/D advisor productivity across channels, and service model updates.

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March 2021

The State of U.S. Financial Advisor Diversity & Inclusion

Women and Black, Indigenous, and People of Color (BIPOC) remain underrepresented among financial advisors.

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New White Paper

Improving Client Experience: Customizing with Direct Indexing

Use Cerulli’s latest research to understand what’s driving industry momentum, access complete market sizing and projected growth, assess market players and assets under management, and evaluate future opportunities for development.

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