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 WHITEPAPER
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.
April 2024
U.S. OCIO: Remapping Client Types and Investment Needs
Understanding the current and projected investment and service demands from OCIOs—and the institutions they serve—will become increasingly important to asset managers and other third-party providers seeking to win marketshare.
March 2024
The Next Frontier for the U.S. Retirement Market
Explore the $31 trillion retirement market and our views on the largest trends that will drive change. During this session, Cerulli’s retirement leaders explore the current and future state of the market and the firms that will be well positioned for marketshare gains.
February 2024
The Future of Service Delivery: How to Compete in the HNW/UHNW Market
High-net-worth (HNW) and ultra-high-net-worth (UHNW) households now control more than $30 trillion in financial assets, growing four-fold since 2011. How can service providers across the industry adapt to the evolving demands of this growing market?
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.