Cerulli Associates

Cerulli Associates is a research and consulting firm specializing in asset management and distribution trends worldwide. Cerulli produces a suite of annual, quarterly, and monthly publications in addition to an online data platform, and also provides custom research and advisory services. The company has been in existence since 1992, is independently owned, and has fully staffed offices in Boston, London, and Singapore. Cerulli has established a strong global brand that is associated with quality, reliability, and consistency.

Cerulli has been conducting research on the European markets since 1997 and the Asian markets since 2003 through on-the-ground operations in each region.

The company’s research helps financial services firms around the world build business plans, validate current strategies, and identify new opportunities. Cerulli’s research process consists of quantitative and qualitative methodologies:

  • Quantitative analysis starts with proprietary data collection via a password-protected survey engine. To support more than 80 surveys annually, Cerulli employs dedicated survey staff to assist with every step in the survey execution process. In addition, Cerulli has more than 15 survey and research partnerships with various industry organizations.
  • Qualitative analysis consists of thousands of interviews on an annual basis with financial services executives around the world. All of Cerulli’s research is conducted on a non-attribution basis and findings are aggregated to protect the identity of firms and individuals.




Financial Services 

Company size 

51-200 employees 


Boston, MA 


Privately Held 




Asset Management, Mutual Funds, ETFs, Managed Accounts, Retirement, broker/dealer, Unified Managed Accounts, Cross Border Trends, Institutional markets, Europe, Asia, Global, Annuities, Retirement income, Alternatives, Financial planning, Wholesaling, Bank Trust, 401(k), Robo Advice, Regulation, ESG, Subadvisory, Latin America, Retail Distribution, Financial Services, Consulting, Custom Research, Financial Advisors, Wealth Management, and Defined Contribution