Client List

Cerulli Client List

Cerulli does business with virtually all of the largest 50 global asset managers, but more than half of our clients represent the other key segments of financial services.

Client Base


Client List Sample

Below is a sampling of our current client list:

AB Global Kennedy Capital Management
Aberdeen Asset Management Ltd. KPMG
Accenture Ladenburg Thalmann
ADP Larrain Vial S.A.
Advent International PLC Legal & General Investment Management Ltd
Advent Software, Inc. Legg Mason Inc.
Advicent Solutions LEK Consulting
AEGON Lincoln National Life Insurance Co.
Affiliated Managers Group, Inc. Loomis Sayles & Company
AICPA Lord, Abbett & Co.
Alliance Benefit Group Lowery Asset Consulting
Alliance Global Investors LPL Financial
Allianz Life M&G Group
American Century Investments M&T Bank
American Portfolios Financial Services, Inc. Mackenzie Financial Corporation
Ameriprise Financial Macquarie Investment Management, Ltd.
AMP Capital Investors Macquarie University
Amundi Asset Management Man Group PLC
Aon Hewitt Manning & Napier Advisors, Inc.
APG Manulife
AQR Capital Management Mariner Holdings
Artisan Partners Massachusetts Mutual Life Insurance Co.
Ascensus Matthews Asia
Asset Management One Co., Ltd. Maybank
AssetMark McKinsey & Company
Aviva Investors Mediolanum SpA
AXA Mercer Global Investments
Babson Capital Management LLC Metropolitan Life Insurance/Brighthouse
Ballie Gifford Overseas Ltd. MFS Investment Management
Bain & Company Mitsubishi-UFJ Asset Management
Bank of America Merrill Lynch MLC
Barclays Wealth Management Momentum Global Investments
Baring Asset Management Morgan Stanley
Baron Capital Management MSCI
BBVA Gestion SA Munder Capital
Behringer Mutual of America
Berkshire Capital MyVest
BlackRock Financial Management Nationwide
Blackstone Group NEPC LLC
BMO Global Asset Management Neuberger Berman Mgmt.
BNP Paribas New York Life Insurance Company
BNY Mellon NGAM Advisors, L.P.
Boathouse, Inc. Nikko Asset Management
Booz & Company Nippon Life Insurance Co.
Boston Consulting Group NN Investment Partners
Boston Private Financial Holdings Nomura Holdings Group
Bridgewater Associates Nomura Institute for Capital Markets Research
Brinker Capital Nomure Research Institute
Broadridge Financial Solutions, Ltd Northern Trust Company
Brown Brothers Harriman & Co. Northwestern Mutual
CACEIS Investor Services Nuveen Investments
CA-CIB Old Mutual Global Investors
Calamos Investments Oliver Wyman
Cambridge Associates Oppenheimer Funds, Inc.
Candriam Options Clearing Corporation (OCC)
Capital Group Companies Orbis
Capital One Services, Inc. ORIX Securities Corporation
Carmignac Gestion Pacific Life Insurance
Casey Quirk & Associates Performance Trust
CBRE Global Investors Permodalan Nasional Berhad
Certified Financial Planner Pershing
CFA Institute Personal Capital
Charles Schwab & Co., Inc. Pictet Asset Management
China Universal Asset Management Co. PIMCO LLC
CIBC PineBridge Investments
Citigroup Pioneer Investments
CLS Investment Firm, Inc. PKS Financial Services, Inc.
Cohen & Steers Capital Management Placemark Investments
Colonial First State PNC Bank
Columbia Threadneedle Power Corporation of Canada
Commonwealth Financial Network PricewaterhouseCoopers
Credit Agricole Principal Financial Group
Credit Suisse Group Protective Life Insurance Company
CUNA Mutual Prudential (UK)
Delaware Investments Prudential Financial
Deloitte & Touche Putnam Investments
Denver Investment Advisors LLC QIC
Department of Labor RAM Active Investments SA
Deutsche Asset & Wealth Management Raymond James
Direxion Funds RBC
Dodge & Cox Robeco Group
DoubleLine Capital LP Rockefeller & Company
Dow Jones Rothschild
Dragoneer Route One Investment Company
DST Systems Russell Investment Group
Duff & Phelps Salient Partners
E*TRADE Group, Inc. Sammons Financial Group
Eaton Vance Management Santander Group
Edmond de Rothschild Schafer Cullen
Edward Jones & Co. Schroder Investment Management
Empower Scottrade
Envestnet Asset Management, Inc Securian Financial Group
Epsilon SEI
Ernst & Young (EY) Sentinel Companies
FCI Sequoia System
Federated Retirement Thrift Investment Board Signator Investors, Inc.
Federated Investors Silver Lake Management
Fidelity International South Texas Money Management Ltd.
Financial Engines SPARK
FINRA SPO Partners
First Command Financial Services SQ Advisors
First Eagle Funds SS&C Advent
Fiserv Standard & Poor's Corporation
Fisher Investments Standard Chartered Bank
Focus Financial Partners Standard Life Investments
Folio Dynamix State Street
Foresters Financial Sterling Capital Management, LLC
Franklin Templeton Investments Strategy & Resources
FTSE Russell Sun Life of Canada
Genpact SunAmerica Financial Group
Genstar Capital SunTrust Banks, Inc.
Glenview Capital SYZ Group
Global Asset Management T. Rowe Price
Goldman, Sachs & Co. TD Ameritrade
Good Harbor Financial TD Asset Management
Gotham Asset Management TD Bank Group
Grantham Mayo Van Otterloo Temasek
Great-West Life Assurance The Bancorp
Guggenheim Partners The Hartford
Guidestone Financial Resources Thomas H. Lee
H.D. Vest Financial Services Thomson Reuters
HarbourVest Partners LLC Thornburg Investment Management
Hartford Funds Thrivent Financial for Lutherans
Health Equity TIAA
Hedgeye Risk Management TPG Capital
Hellman & Friedman TradeKing
Hemenway & Barnes Transamerica
Henderson Global Investors UBS Asset Management
Hermes Fund Managers UBS Wealth Management
HighTower Advisors UOB Asset Management Ltd
Hines Securities, Inc. USAA Investment Management
Horace Mann Insurance Company ValMark Securities
HSBC ValueAct Capital
II Technology Van Eck Global
Insight Investment Management Vanguard Group
Invesco Vestmark, Inc.
Investec Asset Management Voya Financial
J.P. Morgan Chase & Co. Waddell & Reed
Jackson Life Insurance Wellington Management Company
Janney Montgomery Scott Wells Fargo
Janus Henderson Westview Capital
Jefferson National WHV Investment Management
Jensen Investment Management William Blair & Company L.L.C.
John Hancock Financial Services Willis Towers Watson
Kaplan Professional WisdomTree Investments
Kelso & Company