HISTORY From Foundation to Innovation Born in 1992, Cerulli Associates is a forward-thinking research, consulting, and analytics firm focused on the financial services industry. As a global consulting and research company, we connect decision makers to a dynamic network of data, people, and ideas—delivering accurate, timely, and strategic analysis to our global client base. WHERE IT BEGAN Cerulli Associates is Founded Kurt Cerulli founded Cerulli Associates, aiming to create a preeminent advisory resource for financial services executives. PUBLICATION GROWTH Creation of the Cerulli Report Series The first Cerulli Report is introduced with research focused on fee-only financial advisors. Today, the Cerulli Report series consists of 40 annual reports and one-time releases. To learn more about our practice areas, click here. PUBLICATION GROWTH Launch of the Edge Series Cerulli’s Edge series is launched to provide ongoing access to analysis of trends affecting the market. Since the first launch, the publication has evolved to become a unique suite of monthly and quarterly periodicals across all of Cerulli’s practices. To learn more about the Cerulli Edge publication, click here. NEW RESEARCH COVERAGE International Practice Launched To meet client demand for a global source book, Cerulli introduced an international practice. This practice consists of global regional analyses, market sizing, distribution dynamics, and demographic trends in retail and institutional (retirement) markets. To learn more about our Cerulli's Global practice, click here. OFFICE EXPANSION London Office Established We opened our London office to provide an on-the-ground market perspective in Europe. This practice offers complete coverage of the institutional and retail markets across Europe. Learn more about our European coverage. OFFICE EXPANSION Singapore Office Established Recognizing the evolving demographic and regulatory guidelines in the Asia Pacific region, Cerulli opened our Singapore office to capture, analyze, and report on strategic regional market updates. Learn more about our areas of coverage in the Asia Pacific Market. NEW RESEARCH COVERAGE In-Depth Coverage of China Initiated Cerulli expanded into the Chinese asset management market to uncover new distribution initiatives, examine opportunities for asset gathering, explore product innovation, and study the ongoing effects of market liberalization at a time of burgeoning growth. Learn more about our China coverage. PARTNERSHIP IWI Partnership Cerulli’s survey partnership with the Investment and Wealth Institute (IWI) brings new advisor insights into our wealth management practice and, in turn, offers Institute constituencies our broader industry perspective. Learn more about the IWI. INNOVATION First Ever Sizing of Wealth Management Market Assets by Channel Cerulli’s first true sizing of intermediary channels—broker/dealer, registered investment advisor, broker/dealer advisory, bank/trust, and bank trust advisors—opened the industry to a new level of insight. With the ability to visualize assets under management and headcount per channel, Cerulli’s sizing introduced transparency to an otherwise opaque industry. Visit our Wealth Management practice to learn more. INNOVATION Lodestar is Released Cerulli launches a highly customizable digital platform, bringing users closer to the data they need for strategic business planning. Users can access dynamic charts and visual displays, and easily interact with and export data they need to build rich analysis. To learn more about our Lodestar offering, click here. INNOVATION Interactive Report Dashboards (IRDs) Are Created Cerulli launches Interactive Report Dashboards (IRDs). Cerulli's IRDs consolidate data from multiple report exhibits in a single comparative view. As an extension of the report data, users can flexibly build unique views of data with customizable filters and easily share the results. Learn more here. SUSTAINABILITY Cerulli Makes a Commitment to Corporate and Social Responsibility Cerulli makes a pledge to advance environmental and social progress both through our research on environmental, social, and governance (ESG) themes globally and by launching new internal office procedures. Learn more about Cerulli's corporate social responsibility initiatives. PARTNERSHIP MMI Partnership The Money Management Institute (MMI) and Cerulli Associates partner to generate unmatched insights and thought leadership for the benefit of advisory solutions industry constituents. Together, Cerulli and MMI provide an enhanced view and understanding of the major trends at work in the advisory solutions marketplace by simplifying the collection and distribution of investment advisory data. To learn more, click here. PARTNERSHIP Founding Member of DCIIA Retirement Research Center Cerulli enters a partnership to inform DCIIA’s Retirement Research Center (RRC), serving the retirement industry with reliable, unbiased, and authoritative research supporting improved retirement security. LET'S TALK Contact Us Connect with us to learn more about how we can help you. LEARN MORE Let's Connect Stay current with our latest insights CONTACT US JOIN OUR MAILING LIST BOSTON HQ: +1 617.437.0084 SINGAPORE: +65 6327 4045 LONDON: +44 20 7645 9040 RESEARCH U.S. Wealth Management U.S. Retirement U.S. Institutional U.S. Product Development Global Asia Europe Latin America CONSULTING Strategic Consulting Custom Research DATA Cerulli Lodestar Cerulli Interactive Report Data Custom Research ABOUT CERULLI Our Company Our History Our Team Careers Research Process Press Releases Contact Us RESOURCES Knowledge Center Webinars and Events News Glossary White Papers PARTICIPATE IN OUR RESEARCH Research Participation Advisor Research Participation © 2021 Cerulli, Inc. All rights reserved. Terms Legal We use cookies to improve your site experience, distinguish you from other users and support the marketing of our services. These cookies may store your personal information. By continuing to use our website, you agree to the storing of cookies on your device. 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