Kurt Cerulli founded Cerulli Associates, aiming to create a preeminent advisory resource for financial services executives.

The first Cerulli Report is introduced with research focused on fee-only financial advisors. To learn more about our practice areas, click here.

The Cerulli Edge series is launched to provide ongoing access to analysis of trends affecting the market. Since the first launch, the publication has evolved to become a unique suite of monthly and quarterly periodicals across all of Cerulli’s practices. To learn more about The Cerulli Edge publication, click here.

Cerulli’s survey partnership with the Investment and Wealth Institute (IWI) brings new advisor insights into our wealth management practice and, in turn, offers Institute constituencies our broader industry perspective. Learn more about the IWI.

Cerulli’s first true sizing of intermediary channels—broker/dealer, registered investment advisor, broker/dealer advisory, bank/trust, and bank trust advisors—opened the industry to a new level of insight. With the ability to visualize assets under management and headcount per channel, Cerulli’s sizing introduced transparency to an otherwise opaque industry. Visit our Wealth Management practice to learn more.

Cerulli launches Interactive Report Dashboards (IRDs). Cerulli's IRDs consolidate data from multiple report exhibits in a single comparative view. As an extension of the report data, users can flexibly build unique views of data with customizable filters and easily share the results. Learn more here.

Cerulli makes a pledge to advance environmental and social progress both through our research on environmental, social, and governance (ESG) themes and by launching new internal office procedures. Learn more about Cerulli's corporate social responsibility initiatives.

The Money Management Institute (MMI) and Cerulli Associates partner to generate unmatched insights and thought leadership for the benefit of advisory solutions industry constituents. Together, Cerulli and MMI provide an enhanced view and understanding of the major trends at work in the advisory solutions marketplace by simplifying the collection and distribution of investment advisory data. To learn more, click here.

Cerulli enters a partnership to inform DCIIA’s Retirement Research Center (RRC), serving the retirement industry with reliable, unbiased, and authoritative research supporting improved retirement security.