Cerulli Consulting

Cerulli Associates is an international research and consulting firm offering guidance to financial institutions for strategic positioning and new business development. For over 30 years, Cerulli has been the most trusted resource for strategic consulting and custom research, providing clear, actionable outcomes.

Learn More

Consulting Page Header Rocket 111020 3600x2400
Graph increasing icon 1024x300 02

Improve Performance

Understand how demographic shifts are changing investment product use and identify the right markets and client segments to achieve results.

Lab icon 1024x300

Innovate Your Business Model

Benchmark your products, pricing, and delivery mechanisms against competitors and client segments to ensure your ideal operating model.

Telescope icons 1024x300

Identify Opportunities for Expansion

Identify and address the geographic regions and client channels that offer the most fertile ground for your firm’s capabilities.

Strategic consulting graphic blue 1640x917

Strategic Consulting

Understand where to allocate resources to achieve your objectives. We can help you determine which initiatives are likely to be successful and those that may not achieve the desired effect. In an increasingly competitive market, our objectivity and experience can help you to advance your firm’s unique strengths.

Learn More

Custom research graphic 1640x923

Custom Research

Created specifically for your business needs, Cerulli’s custom research provides distinct market insights into your particular innovation and enables unique brand awareness, personal access to hard-to-reach industry leaders, and more accurate decision-making.

Learn More

Contact Us

Let's start with the basics

Learn more about Cerulli’s strategic consulting and custom research offerings.

Stay up to date

Latest Insights

CUSTOM RESEARCH EFE web grid image

May 2024

401(k) Managed Accounts: A Misunderstood Value Proposition

This research explores the opportunity to improve retirement confidence through increased participant adoption of DC managed accounts.

View CUSTOM RESEARCH

WHITE PAPER MMI Paper LP Grid

October 2023

Managed Accounts and the Battle Over Discretion

Who should own portfolio oversight?

View WHITE PAPER

CUSTOM RESEARCH IVZ Alts web grid 1024x569

September 2023

Adapting to Growing Private Markets: A Playbook for Practice Success

Advisors can use alternative investments to differentiate practices and attract, consolidate, and retain client assets.

View CUSTOM RESEARCH

WHITE PAPER REI PE web grid

June 2023

Private Equity Carves Out Its Place in the RIA Space

Backed by some of the industry’s biggest PE players, M&A among RIA consolidators is strong.

View WHITE PAPER

CUSTOM RESEARCH BISA WP web grid 051123

May 2023

Improving Recruitment and Retention Throughout Advisors’ Lifecycles

Uncovering opportunities and best practices at banks and credit unions.

View CUSTOM RESEARCH

CUSTOM RESEARCH Guernsey Grid 1024x569

February 2023

Fund Domicile Selection: Enabling Global Alternative Asset Growth

Explore the domicile selection process for U.S. private capital managers seeking expansion.

View CUSTOM RESEARCH

CUSTOM RESEARCH Web grid 1024x569

December 2022

The Case for Direct Indexing: Differentiation in a Competitive Marketplace

Demand for customization and differentiation from financial advisors and wealth management firms will lead to a surge in assets for direct indexing, with assets expected to grow at a five-year compound annual growth rate (CAGR) of 12.3% and close 2026 with $825 billion in total assets.

View CUSTOM RESEARCH

CUSTOM RESEARCH Direct indexing web grid 1024x569

August 2021

Improving Client Experience: Customizing with Direct Indexing

Access this white paper to learn more about direct indexing, key players and assets under management, growth projections, and market adoption.

View CUSTOM RESEARCH

We use cookies to improve your site experience, distinguish you from other users and support the marketing of our services. These cookies may store your personal information. By continuing to use our website, you agree to the storing of cookies on your device. For more information, please visit our Privacy Notice.