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 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


Our Publications

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

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2023 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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November 2023

Wealth Management Technology: The Digitally Enabled Advisor

What types of technology are financial advisors using and why? What are the key pain points they are trying to solve with technology? How will these demands change in 2024 and beyond?

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October 2023

U.S. Alternative Investments: Defining Opportunities for Adoption

Explore the greatest opportunities for product development and distribution and gain practical knowledge into how managers can best position their lineup for greater retail adoption with the findings from this webinar.

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July 2023

The Future of Customization in Asset Management

How will demand for customization shape product development efforts across the retirement and retail investor channels for the foreseeable future? Gain Cerulli's projections for demand, adoption, and differentiation.

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