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. Today, the Cerulli Report series consists of 40 annual reports and one-time releases. 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.

To meet client demand for a global source book, Cerulli introduced an international practice. This practice consists of global regional analyses, market sizing, distribution dynamics, and demographic trends in retail and institutional (retirement) markets. To learn more about our Cerulli's Global practice, click here.

We opened our London office to provide an on-the-ground market perspective in Europe. This practice offers complete coverage of the institutional and retail markets across Europe. Learn more about our European coverage.

Recognizing the evolving demographic and regulatory guidelines in the Asia Pacific region, Cerulli opened our Singapore office to capture, analyze, and report on strategic regional market updates. Learn more about our areas of coverage in the Asia Pacific Market.

Cerulli expanded into the Chinese asset management market to uncover new distribution initiatives, examine opportunities for asset gathering, explore product innovation, and study the ongoing effects of market liberalization at a time of burgeoning growth. Learn more about our China coverage.

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 globally 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.