Research, Analytics, Consulting
Since 1992, we have powered the financial services firms with in-depth analysis and strategic recommendations.
Who We Are
For nearly thirty years Cerulli has been at the forefront of the industry, delivering groundbreaking market intelligence. It is our mission to arm our clients with the with data, research, and advice they need to grow.
Cerulli Research Reports
Unlock key trends across the global institutional and retail asset management markets. Cerulli’s objective research and analysis offers unparalleled access to macro themes and micro trends driving the industry.
We are a team of passionate, data-driven industry problem solvers who thrive on creating solutions for our clients. Let us help you imagine new possibilities and redefine success for your firm.
Cerulli Advisor Research Collaborative
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.
Not Big Data. Great Data.
Clarify opportunities with Cerulli’s data. Our proprietary data pushes innovation into motion—shaping new possibilities for growth. Enhance your vision with data-driven insights.
Not sure about the difference between The Cerulli Report, The Cerulli Edge and Lodestar? Let us explain.
2022 Research Agenda
Take a look at all publications planned for release this year.
Participate in Our Research
Influence our analysis with your participation and have your voice heard.
Cerulli Webinar Series
Strategic Insights From Our Subject Matter Experts
Join us for an upcoming webinar, or listen to a recording of a past event. Either way, the Cerulli Webinar Series offers deep dives into emerging trends, industry-wide problems, and emerging opportunities.