Our Research Process

We Find Strength in Numbers

Cerulli’s research process has created the most consistent and reliable industry insight. All research blends proprietary qualitative methodologies with data gathered by our industry surveys. The process is built upon data collection, aggregation, scrubbing, testing, analysis, and management. The result is valid and robust data that fuels every insight we develop.

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Step One

1 | Planning and Development

The development of our research agenda is shaped by a variety of sources—analysts, account managers, and client feedback.

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Step Two

2 | Quantitative Research

Dedicated personnel execute more than 75 surveys each year to institutions and financial advisors. The questions asked—and the answers provided—are the backbone of our research.

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Step Three

3 | Qualitative Research

In addition to our quantitative research, our analysts conduct more than 1,000 hour-long interviews to complement the data findings—blending unique perspective from industry leaders with our data findings.

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Step Four

4 | Assembly & Quality Control

Quality, accuracy, and consistency are delivered by executing a process built on quality control. Cerulli’s analyst teams conduct quantitative analysis and work closely with our editorial teams to conduct data due diligence.

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Step Five

5 | Cerulli Products

Our complementary product lines consist of reports, periodicals, and a data platform—each available across our practice areas.

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Step Six

6 | Client Experience

Our team of client service experts is dedicated to ensuring client satisfaction at every point in their journey with Cerulli. This team works closely with clients to align their business objectives with Cerulli solutions. Explore the benefits of becoming a Cerulli client.

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Reach out to learn more about how our time-tested research process can help you.

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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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