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.
Newly Released Publications
- Annual report
- The Cerulli Edge
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 VIDEO
The "Great Wealth Transfer" Leaves Some to Inherit Trillions | Featuring Chayce Horton
Cerulli's Chayce Horton sits down with NBC's Brian Cheung to discuss what this windfall really means for Gen X and Millennials, and why older generations aren't just leaving cash behind.
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.
February 10, 2026 | 11:00AM EST
The State of Advice in DC Plans and the Opportunity for Recordkeepers
Get Cerulli’s strategic insights on this critical area of the retirement market.
Tuesday, February 10, 2025 | 11:00 AM ET
Join Our Live Webinar
November 2025
U.S. Intermediary Distribution 2025: Strengthening Advisor Relationships
Watch the recording to understand changing client service models, access comprehensive data on advisor product use, and evaluate opportunities to strengthen and scale distribution in 2026.
October 2025
U.S. Managed Accounts: The Rise of Portfolio Customization
Explore the state of the U.S. Managed Accounts Market with Scott Smith and Bing Waldert. During this 45-minute session, they share Cerulli’s insights on key developments in the $13.7 trillion market.
Cerulli Associates is a 2023, 2024, and 2025 Boston Globe Top Places to Work
We are proud to be recognized for our outstanding employee engagement, management, work-life balance, and benefits.