Cerulli Associates

For over 30 years, Cerulli has provided global asset and wealth management firms with unmatched, actionable insights. Headquartered in Boston with fully staffed offices in London and Singapore, Cerulli Associates is a global 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. Retirement Practice

Analyze market dynamics and product distribution trends within the U.S. public and private defined contribution (DC), defined benefit (DB), and individual retirement account (IRA) markets.

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Advisor surveys

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


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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.

Complimentary Research

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Learn how plan sponsors are using automatic features to improve participant outcomes.


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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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