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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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

Upcoming Webinar Wealth Tech 2024 Webinar landing page grid

May 29, 2024 | 11:00AM EDT

Wealth Management Technology: Financial Advisor Adoption, Utilization, and Performance

Join for Cerulli’s insights into what technologies are having the most impact on advisor productivity and growth, and challenges blocking adoption.

May 29, 2024 | 11:00AM ET

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April 2024

U.S. OCIO: Remapping Client Types and Investment Needs

Understanding the current and projected investment and service demands from OCIOs—and the institutions they serve—will become increasingly important to asset managers and other third-party providers seeking to win marketshare.

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March 2024

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 session, Cerulli’s retirement leaders explore the current and future state of the market and the firms that will be well positioned for marketshare gains.

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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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