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.

Homepage report image

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.

Learn More

Homepage consulting image

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.

Learn More

Homepage data image 1640x1000 03

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.

Learn More

About Cerulli Associates

Our History Can Build Your Perspective

Venn

Our Publications

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

Learn More

Lodestar page imagery clipboard

2022 Research Agenda

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

Learn More

Handshake

Participate in Our Research

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

Learn More

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

HNW homepage grid 1024x569

The U.S. High-Net-Worth Marketplace: Shifting Wealth Dynamics and Service Models

Join Cerulli Associates for our views on how wealth and asset managers can strategically align their business models to capture and grow multigenerational wealth.

Register Now

OCIO Recorded Webinar Grid

U.S. Outsourced Chief Investment Officer (OCIO) Market Outlook

Laura Levesque, Associate Director, explores market trends driving growth, evaluates changing channel dynamics, and explores evolving service offerings.

Access Recording

LADD webinar 1024x560 tag

The Future for Asset Gathering and Distribution in Latin America

Cerulli’s Thomas Ciampi, Founder and Director of Latin Asset Management, provides a strategic overview of the regional landscape and his views on addressable opportunities.

Access Recording

Global expansion homepage image 1640x911

Discover Expansion Opportunities

Cerulli’s Guide to Strategic Expansion

Prepare your firm to capture strategic expansion opportunities with a holistic understanding of market dynamics, resource requirements, pricing, investment vehicles, intermediaries, and product trends globally.

Learn More

We use cookies to improve your site experience, distinguish you from other users and support the marketing of our services. These cookies may store your personal information. By continuing to use our website, you agree to the storing of cookies on your device. For more information, please visit our Privacy Notice.