Cerulli Associates

For over 30 years, Cerulli has provided global asset and wealth management firms with unmatched, actionable insights. Cerulli Associates is a strategic research and consulting firm that provides financial institutions with guidance in strategic positioning and new business development. Our analysts blend industry knowledge, original research, and data analysis to bring perspective to current market conditions and forecasts for future developments. 

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U.S. Institutional Practice

Understand what’s driving change among defined benefit, insurance companies, endowments, foundations, and investment consultants.

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Advisor surveys

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Cerulli Institutional Market Surveys

Cerulli continuously conducts research on a variety of topics, generating thousands of data-driven insights on the retirement industry. Your experience and participation drives our insights.

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Interested in participating?

For additional information regarding participation in our surveys please submit the below form.


Why Participate?


Complimentary research

Participants receive a research report that provides tangible takeaways for business growth in an evolving landscape.

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Access to analysts

All research participants enjoy direct access to Cerulli analysts to discuss research findings and industry trends.

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Custom benchmarking

Receive a custom benchmarking report that compares you with industry peers across key business metrics, enabling you to strengthen your approach and make informed strategic decisions.

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White Papers

Thought Leadership

Tap into our vast library of intelligence driving the asset and wealth management industries. Explore a range of topics impacting product development and distribution and strengthen your approach to the market.

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