Cerulli Associates
Research, Analytics, Consulting
Since 1992, we have powered financial services firms with in-depth analysis and strategic recommendations.
Who We Are
Cerulli Associates
For over 30 years, Cerulli has been at the forefront of the financial services industry, delivering groundbreaking market intelligence and strategic business recommendations. It is our mission to arm our clients with the data, research, and advice they need to grow.
Cerulli Research Reports
Unlock key trends across international institutional and retail asset management markets. Cerulli’s objective research and analysis offers unparalleled access to macro themes and micro trends driving the industry.
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.
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.
About Cerulli Associates
Our History Can Build Your Perspective
Our Publications
Not sure about the difference between The Cerulli Report and The Cerulli Edge? Let us explain.
Research Agenda
Take a look at all publications planned for release this year.
Participate in Our Research
Influence our analysis with your participation and receive key industry intelligence.
NEW WHITE PAPER
M&A in Wealth Management
Access Cerulli’s latest insights on the drivers shaping merger and acquisition (M&A) activity in wealth management and the way that M&A will impact how advice is delivered across channels.
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 our rich perspectives on emerging trends and opportunities within specific segments of the financial services industry.
July 2024
Taking Private Investments to the Masses
Join Cerulli’s Daniil Shapiro, CFA, for insights into the structures and channels managers should consider for distribution to the masses, the types of exposures that wealth managers are looking for, and other resources needed to grow adoption.
June 2024
RIA Consolidators: The New Key Accounts?
Cerulli Associates, Sanctuary Wealth, and Janus Henderson Investor Funds share their perspectives on the rise of the RIA consolidator model and other factors impacting this space.
May 2024
Wealth Management Technology: Financial Advisor Adoption, Utilization, and Performance
Join for Cerulli’s insights into what technologies are having the most impact on advisor productivity and growth, and challenges blocking adoption.
Cerulli Associates is a 2023 Boston Globe Top Places to Work
We are proud to be recognized for our outstanding employee engagement, management, work-life balance, and benefits.