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 Report
Cerulli Anticipates $124 Trillion in Wealth Will Transfer Through 2048
These findings and more are from The Cerulli Report—U.S. High-Net-Worth and Ultra-High-Net-Worth Markets 2024: The Great Wealth Transfer: Capturing Money in Motion.
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.
March 2025
State of the U.S. Asset & Wealth Management Industries
In this session, Cerulli and MMI cover the most pressing trends shaping the U.S. retail, retirement, and institutional segments.
March 2025
U.S. Registered Investment Advisors: Scale, Succession, and Growth
Stephen Caruso shares Cerulli's perspective on the trends driving channel growth and transformation.
January 2025
Preparing for the Great Wealth Transfer
Cerulli’s Chayce Horton explores the impacts of the Great Wealth Transfer and best practices for retaining and growing wealth as it changes hands.
Cerulli Associates is a 2023 and 2024 Boston Globe Top Places to Work
We are proud to be recognized for our outstanding employee engagement, management, work-life balance, and benefits.