Cerulli Associates

Research, Analytics, Consulting

Since 1992, we have powered the financial services firms with in-depth analysis and strategic recommendations.

Who We Are

Cerulli Associates

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.

Homepage report image

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.

Learn More

Homepage consulting image

Cerulli Consulting

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.

Learn More

ARC homepage CTA 1640x1000 030323 v2

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.

Learn More

Homepage data image 1640x1000 03

Not Big Data. Great Data.

Cerulli 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.

Learn More


Our Publications

Not sure about the difference between The Cerulli Report, The Cerulli Edge and Lodestar? Let us explain.

Learn More

Lodestar page imagery clipboard

2022 Research Agenda

Take a look at all publications planned for release this year.

View Agenda


Participate in Our Research

Influence our analysis with your participation and have your voice heard.

Learn More

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.

Full Webinar Calendar

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.