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

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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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NEW WHITE PAPER

M&A in Wealth Management

Access Cerulli’s latest insights on the drivers shaping merger and acquisition (M&A) activity in wealth management and the way that M&A will impact how advice is delivered across channels.

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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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October 2024

U.S. Managed Accounts: Balancing Scale with Advisor Discretion

Join Scott Smith for a session packed with Cerulli’s views on the top priorities for managed accounts sponsors, the types of programs gaining assets, and the next phase of innovation as the need for customization and tax efficiency assumes greater importance across the advice value chain.

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July 2024

Taking Private Investments to the Masses

Join Cerulli’s Daniil Shapiro, CFA, for insights into the structures and channels managers should consider for distribution to the masses, the types of exposures that wealth managers are looking for, and other resources needed to grow adoption.

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June 2024

RIA Consolidators: The New Key Accounts?

Cerulli Associates, Sanctuary Wealth, and Janus Henderson Investor Funds share their perspectives on the rise of the RIA consolidator model and other factors impacting this space.

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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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