Client List
Cerulli Client List
Cerulli does business with virtually all of the largest 50 global asset managers, but more than half of our clients represent the other key segments of financial services.
Client List Sample
Below is a sampling of our current client list:
| AB Global | Kennedy Capital Management |
| Aberdeen Asset Management Ltd. | KPMG |
| Accenture | Ladenburg Thalmann |
| ADP | Larrain Vial S.A. |
| Advent International PLC | Legal & General Investment Management Ltd |
| Advent Software, Inc. | Legg Mason Inc. |
| Advicent Solutions | LEK Consulting |
| AEGON | Lincoln National Life Insurance Co. |
| Affiliated Managers Group, Inc. | Loomis Sayles & Company |
| AICPA | Lord, Abbett & Co. |
| Alliance Benefit Group | Lowery Asset Consulting |
| Alliance Global Investors | LPL Financial |
| Allianz Life | M&G Group |
| American Century Investments | M&T Bank |
| American Portfolios Financial Services, Inc. | Mackenzie Financial Corporation |
| Ameriprise Financial | Macquarie Investment Management, Ltd. |
| AMP Capital Investors | Macquarie University |
| Amundi Asset Management | Man Group PLC |
| Aon Hewitt | Manning & Napier Advisors, Inc. |
| APG | Manulife |
| AQR Capital Management | Mariner Holdings |
| Artisan Partners | Massachusetts Mutual Life Insurance Co. |
| Ascensus | Matthews Asia |
| Asset Management One Co., Ltd. | Maybank |
| AssetMark | McKinsey & Company |
| Aviva Investors | Mediolanum SpA |
| AXA | Mercer Global Investments |
| Babson Capital Management LLC | Metropolitan Life Insurance/Brighthouse |
| Ballie Gifford Overseas Ltd. | MFS Investment Management |
| Bain & Company | Mitsubishi-UFJ Asset Management |
| Bank of America Merrill Lynch | MLC |
| Barclays Wealth Management | Momentum Global Investments |
| Baring Asset Management | Morgan Stanley |
| Baron Capital Management | MSCI |
| BBVA Gestion SA | Munder Capital |
| Behringer | Mutual of America |
| Berkshire Capital | MyVest |
| BlackRock Financial Management | Nationwide |
| Blackstone Group | NEPC LLC |
| BMO Global Asset Management | Neuberger Berman Mgmt. |
| BNP Paribas | New York Life Insurance Company |
| BNY Mellon | NGAM Advisors, L.P. |
| Boathouse, Inc. | Nikko Asset Management |
| Booz & Company | Nippon Life Insurance Co. |
| Boston Consulting Group | NN Investment Partners |
| Boston Private Financial Holdings | Nomura Holdings Group |
| Bridgewater Associates | Nomura Institute for Capital Markets Research |
| Brinker Capital | Nomure Research Institute |
| Broadridge Financial Solutions, Ltd | Northern Trust Company |
| Brown Brothers Harriman & Co. | Northwestern Mutual |
| CACEIS Investor Services | Nuveen Investments |
| CA-CIB | Old Mutual Global Investors |
| Calamos Investments | Oliver Wyman |
| Cambridge Associates | Oppenheimer Funds, Inc. |
| Candriam | Options Clearing Corporation (OCC) |
| Capital Group Companies | Orbis |
| Capital One Services, Inc. | ORIX Securities Corporation |
| Carmignac Gestion | Pacific Life Insurance |
| Casey Quirk & Associates | Performance Trust |
| CBRE Global Investors | Permodalan Nasional Berhad |
| Certified Financial Planner | Pershing |
| CFA Institute | Personal Capital |
| Charles Schwab & Co., Inc. | Pictet Asset Management |
| China Universal Asset Management Co. | PIMCO LLC |
| CIBC | PineBridge Investments |
| Citigroup | Pioneer Investments |
| CLS Investment Firm, Inc. | PKS Financial Services, Inc. |
| Cohen & Steers Capital Management | Placemark Investments |
| Colonial First State | PNC Bank |
| Columbia Threadneedle | Power Corporation of Canada |
| Commonwealth Financial Network | PricewaterhouseCoopers |
| Credit Agricole | Principal Financial Group |
| Credit Suisse Group | Protective Life Insurance Company |
| CUNA Mutual | Prudential (UK) |
| Delaware Investments | Prudential Financial |
| Deloitte & Touche | Putnam Investments |
| Denver Investment Advisors LLC | QIC |
| Department of Labor | RAM Active Investments SA |
| Deutsche Asset & Wealth Management | Raymond James |
| Direxion Funds | RBC |
| Dodge & Cox | Robeco Group |
| DoubleLine Capital LP | Rockefeller & Company |
| Dow Jones | Rothschild |
| Dragoneer | Route One Investment Company |
| DST Systems | Russell Investment Group |
| Duff & Phelps | Salient Partners |
| E*TRADE Group, Inc. | Sammons Financial Group |
| Eaton Vance Management | Santander Group |
| Edmond de Rothschild | Schafer Cullen |
| Edward Jones & Co. | Schroder Investment Management |
| Empower | Scottrade |
| Envestnet Asset Management, Inc | Securian Financial Group |
| Epsilon | SEI |
| Ernst & Young (EY) | Sentinel Companies |
| FCI | Sequoia System |
| Federated Retirement Thrift Investment Board | Signator Investors, Inc. |
| Federated Investors | Silver Lake Management LLC |
| Fidelity Investments | SMBC Nikko Securities |
| Fidelity International | South Texas Money Management Ltd. |
| Financial Engines | SPARK |
| FINRA | SPO Partners |
| First Command Financial Services | SQ Advisors |
| First Eagle Funds | SS&C Advent |
| Fiserv | Standard & Poor's Corporation |
| Fisher Investments | Standard Chartered Bank |
| Focus Financial Partners | Standard Life Investments |
| Folio Dynamix | State Street |
| Foresters Financial | Sterling Capital Management, LLC |
| Franklin Templeton Investments | Strategy & Resources |
| FTSE Russell | Sun Life of Canada |
| Genpact | SunAmerica Financial Group |
| Genstar Capital | SunTrust Banks, Inc. |
| Glenview Capital | SYZ Group |
| Global Asset Management | T. Rowe Price |
| Goldman, Sachs & Co. | TD Ameritrade |
| Good Harbor Financial | TD Asset Management |
| Gotham Asset Management | TD Bank Group |
| Grantham Mayo Van Otterloo | Temasek |
| Great-West Life Assurance | The Bancorp |
| Guggenheim Partners | The Hartford |
| Guidestone Financial Resources | Thomas H. Lee |
| H.D. Vest Financial Services | Thomson Reuters |
| HarbourVest Partners LLC | Thornburg Investment Management |
| Hartford Funds | Thrivent Financial for Lutherans |
| Health Equity | TIAA |
| Hedgeye Risk Management | TPG Capital |
| Hellman & Friedman | TradeKing |
| Hemenway & Barnes | Transamerica |
| Henderson Global Investors | UBS Asset Management |
| Hermes Fund Managers | UBS Wealth Management |
| HighTower Advisors | UOB Asset Management Ltd |
| Hines Securities, Inc. | USAA Investment Management |
| Horace Mann Insurance Company | ValMark Securities |
| HSBC | ValueAct Capital |
| II Technology | Van Eck Global |
| Insight Investment Management | Vanguard Group |
| Invesco | Vestmark, Inc. |
| Investec Asset Management | Voya Financial |
| J.P. Morgan Chase & Co. | Waddell & Reed |
| Jackson Life Insurance | Wellington Management Company |
| Janney Montgomery Scott | Wells Fargo |
| Janus Henderson | Westview Capital |
| Jefferson National | WHV Investment Management |
| Jensen Investment Management | William Blair & Company L.L.C. |
| John Hancock Financial Services | Willis Towers Watson |
| Kaplan Professional | WisdomTree Investments |
| Kelso & Company |