Participate in Our Research

The Cerulli research process consists of confidential interviews and executive surveys—executed globally—in the financial services industry, focused on product development and distribution.

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Why Participate?

The Benefits of Participation

Influence our analysis with your participation and have your voice heard. In addition to altering the status quo, there are several, more tangible, benefits to participating.

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Complimentary Research

Participants receive research findings relevant to their industry upon the completion of the survey.

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Access to Cerulli Analysts

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


Custom Benchmarking

Receive a custom benchmarking report that compares your firm with other industry players, enabling you to strengthen your approach and make strategic business decisions.

Survey, Interview, or do Both

How You Participate is Your Choice

We want this process to work for you. Take a survey, sit for an interview, or do both.


Take a Survey

Engage with us completely at your own pace. Our user-friendly online surveys are at your fingertips whenever the timing suits you. Typically surveys range from 10-30 quantitative and qualitative questions.

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Interview with a Cerulli Analyst

Research interviews are your chance to have a one-on-one conversation with an experienced analyst. Provide your perspective and hear ours in a 30- to 60-minute interview.

Interested in Participating?

All responses are aggregated to protect the anonymity of specific firms and respondents. The data we collect is used across all Cerulli publications and consulting projects.


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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 2,000 financial advisors regularly participate in the Collaborative to benefit from shared insights and recommendations.

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