Cerity Partners LLC

RIASEC RegisteredEst. 2009

Total AUM

$162B

Discretionary

$146B

90% of AUM

Avg account

$6.2M

Accounts

26,230

Employees

1,529

Advisory reps

726

Firm details

Headquarters: New York, New York
CRD number: 151559
Registered since: October 22, 2009
Website: ceritypartners.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types: HNWI66.39%
Pension & Profit Sharing Plans12.86%
Charitable Organizations10.85%
Individuals4.2%
Pooled Investment Vehicles3.76%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Cerity Partners LLC is an independent registered investment adviser that provides wealth management and institutional advisory services. The firm acts as a capital allocator across liquid and illiquid markets and offers financial planning, portfolio management for individuals, pooled vehicles and institutions, pension consulting, selection of external managers, and educational programming. Fee arrangements are multi-faceted—percentage of AUM, hourly, fixed fees and performance-based structures are all used. Cerity reports being an active ESG investor and maintains affiliations spanning broker-dealers, trust companies, insurance firms, and other investment advisers. The firm has received repeated industry recognition: it has appeared in Barron's Top 100 RIA lists across multiple years, been cited by Forbes and the Financial Times, and featured in Citywire and AdvisorHub lists between 2020 and 2026.