History

From Foundation to Innovation

Born in 1992, Cerulli Associates is a forward-thinking research, consulting, and analytics firm focused on the financial services industry. As a global consulting and research company, we connect decision makers to a dynamic network of data, people, and ideas—delivering accurate, timely, and strategic analysis to our global client base.

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Where it Began

Cerulli Associates is Founded

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

Timeline - Report Series

Publication Growth

Creation of the Cerulli Report Series

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.

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Publication Growth

Launch of the Edge Series

Cerulli’s 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.

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New Research Coverage

International Practice Launched

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.

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Office Expansion

London Office Established

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.

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Office Expansion

Singapore Office Established

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.

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New Research Coverage

In-Depth Coverage of China Initiated

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.

Timeline IWI

Partnership

IWI Partnership

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.

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Innovation

First Ever Sizing of Wealth Management Market Assets by Channel

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.

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Innovation

Lodestar is Released

Cerulli launches a highly customizable digital platform, bringing users closer to the data they need for strategic business planning. Users can access dynamic charts and visual displays, and easily interact with and export data they need to build rich analysis. To learn more about our Lodestar offering, click here.

Timeline IRD

Innovation

Interactive Report Dashboards (IRDs) Are Created

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.

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Sustainability

Cerulli Makes a Commitment to Corporate and Social Responsibility

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.

Timeline MMI

Partnership

MMI Partnership

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.

Timeline DCIIA

Partnership

Founding Member of DCIIA Retirement Research Center

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.

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