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.

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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.

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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


Our Publications

Not sure about the difference between The Cerulli Report and The Cerulli Edge? Let us explain.

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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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Strategic Consulting in Action

Explore Our Capabilities

We help financial services firms across the globe solve myriad challenges. Take a look at our most recent examples of Cerulli’s consulting capabilities in action.

Case Studies

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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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March 21, 2024 | 11:00AM EDT

The Next Frontier for the U.S. Retirement Market

Explore the $31 trillion retirement market and our views on the largest trends that will drive change. During this 45-minute session, Cerulli’s retirement leaders Shawn O’Brien and Elizabeth Chiffer will explore the current and future state of the market and the firms that will be well positioned for marketshare gains.

March 21, 2024 | 11:00AM ET

Join Our Live Webinar

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February 2024

The Future of Service Delivery: How to Compete in the HNW/UHNW Market

High-net-worth (HNW) and ultra-high-net-worth (UHNW) households now control more than $30 trillion in financial assets, growing four-fold since 2011. How can service providers across the industry adapt to the evolving demands of this growing market?

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January 2024

The U.S. RIA Marketplace: Building Efficient Enterprises at Scale

As RIAs continue to grow, the question of scale is becoming more readily apparent. What are the right hiring models for RIAs to pursue and what are the implications for strategic partners (technology, investment, and asset managers)?

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Cerulli Associates is a 2023 Boston Globe Top Places to Work

We are proud to be recognized for our outstanding employee engagement, management, work-life balance, and benefits.

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