MMI-Cerulli Advisory Solutions Data Portal

For a closer look at the data, MMI members that report their advisory solutions data to Cerulli on a quarterly basis have access to the MMI-Cerulli Advisory Solutions Data Portal through Cerulli's online Lodestar platform.

  • To access the platform, visit
  • If you do not have a username and password, click on “Register Now” or contact to request credentials.
  • If you have an existing Cerulli account, enter your username and password, then click “Login” to enter your credentials.
  • For platform instructions, click here.
  • If you don’t currently submit data to Cerulli, but would like to start, contact