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 Report

Cerulli Anticipates $124 Trillion in Wealth Will Transfer Through 2048

These findings and more are from The Cerulli Report—U.S. High-Net-Worth and Ultra-High-Net-Worth Markets 2024: The Great Wealth Transfer: Capturing Money in Motion.

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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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December 2024

Financial Planning, Investment Outsourcing, and 2025 Trends to Watch

Join Cerulli’s Matt Apkarian, CFA, and Andrew Blake for their views on this topic and their forward-looking projections for what’s ahead for investment portfolio construction, practice management, and delivering growth.

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November 2024

The Past, Present, and Future of Alternative Investments in the Wealth Management Industry

Join Cerulli Associates, LPL Financial, and Carlyle Group as they explore the retail distribution landscape for alternative investments—including the vehicles managers are using to drive adoption—and gain insight into how strategic partnerships will impact the distribution of these products down market.

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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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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.

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