Prescient Insights that Advance the Financial Services Industry

For over 30 years, Cerulli has been at the forefront of the industry, delivering groundbreaking market intelligence. It is our mission to arm asset managers, wealth managers, private equity firms, and financial technology firms with data, research, and advice they need to grow.

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Collaborative Industry Problem Solvers

We ask big questions and find the answers through research. Our spirit of collaboration and passion for solving problems creates an environment that fosters curiosity, growth, and outcomes—for our clients and employees.

Trusted Advisor

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We are data explorers who rely on our vast collection of data sets and subject-matter expertise to accelerate strategic business decisions for our clients.

From the CEO

"Working at Cerulli is a very intellectually enriching experience. Each of us is surrounded by extremely knowledgeable and intelligent people, all fully invested in developing each of our potentials."

- Kurt Cerulli, Founder and CEO

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Kurt Cerulli and Our History

Driven by the opportunity to provide the asset and wealth management industries with clarity and objectivity, Kurt Cerulli founded Cerulli Associates in 1992. Since the company’s founding, the research has grown to eight practices globally with offices located in the United States, the United Kingdom, and Singapore.

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Our Team

Meet the People Who Make It Happen

Every individual plays a significant role in the success of Cerulli. Get to know our executives, analysts, account managers, and administrative teams globally.

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How We Get It Done

Our Research Process

Since 1994, Cerulli’s research process has created the most consistent and reliable resource for the financial services industry.

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Our Culture

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Grow at Cerulli

Our people are the lifeblood of our business. We embrace collaboration, creativity, and respect so that our employees can realize professional and personal growth.

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Corporate Social Responsibility

We care about our environment, our community, and one another. Learn more about the initiatives our work environment has undertaken to make our outside living environment better.

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Diversity and Inclusion

We believe that people with diverse backgrounds and experiences enrich our workplace. We are committed to upholding policies that promote equal opportunities for all applicants and employees.

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Advisor Research Collaborative

Are You a Financial Advisor?

Cerulli’s Advisor Research Collaborative (ARC) is the largest financial advisor research network in the U.S. For over 30 years, it has served as the foundation for Cerulli’s strategic intelligence on the U.S. wealth management marketplace. More than 1,500 financial advisors regularly participate in the Collaborative to benefit from shared insights and recommendations.

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Knowledge Center

Timely Insights into the Industry's Most Critical Issues

Explore Cerulli's library of resources. Here you will find our latest perspectives on the industry's most pressing trends through e-books, webinar recordings, white papers, and more.

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