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

708

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 formed in 2009 and organized as a limited liability company. The firm serves a mix of high-net-worth individuals and families as well as institutional clients, and it positions itself as both an advisory and capital-allocating organization. Its advisory services include comprehensive financial planning, discretionary and non-discretionary portfolio management for individuals, pooled vehicles and institutions, pension consulting, selection of sub‑advisers, and educational workshops. Fee arrangements are flexible and include asset-based fees, hourly and fixed fees, and performance-linked structures. Cerity identifies as an active ESG investor and maintains industry relationships that span broker-dealers, trust companies, insurance firms, and roles as sponsor or GP of pooled investment vehicles. Cerity has been recognized in multiple industry rankings, including Barron’s Top 100 RIA Firms (multiple years), Forbes’ listings of top RIA firms, the Financial Times’ Top 300 RIA Firms, and Citywire’s 50 Growers lists; it also appeared on AdvisorHub’s 50 RIA Firms to Watch in 2026.