Cerity Partners Profile - Alaris Acquisitions

Cerity Partners

New York, New York

Website:

https://ceritypartners.com/

151559

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New York, New York

Website:

https://ceritypartners.com/

Leadership Interview

Company Details

Approximate AUM

$185,000,000,000

Fee model

Hybrid Legacy

Number of employees

1600

Custodians

Fidelity - IWS

Schwab

Pershing

Description

Cerity has been a national firm in the industry since its inception in 2009 and has established itself as a premier, client-first firm. The Cerity name reflects their steadfast commitment to enhancing the financial well-being of individuals and their families, businesses and their employees, and nonprofit organizations through objective advice and oversight. As part of this commitment, Cerity has brought together a team of experts – financial planners, investment professionals, tax advisors, retirement plan consultants, and attorneys, who are dedicated to helping clients achieve their short- and long-term goals.

Locations

800 Fifth Avenue, Suite 3900, Seattle, WA 98104

7204 Glen Forest Drive, Suite 308, Richmond, VA 23226

11921 Freedom Dr., Suite 410, Reston, VA 20190

150 W. Main Street, Suite 1500, Norfolk, VA 23510

19415 Deerfield Avenue, Suite 203, Lansdowne, VA 20176

3100 North A Street, Suite B125, Midland, TX 79705

4900 Woodway Drive, Suite 550, Houston, TX 77056

3526 West Vickery Boulevard, Fort Worth, TX 76107

1756 Santa Fe St, Corpus Christi, TX 78404

3600 N. Capital of Texas Highway, Building B, Suite 370, Austin, TX 78746

3108 North Lamar Boulevard, Suite B100, Austin, TX 78705

3811 Bedford Ave., Suite 201, Nashville, TN 37215

100 Front Street, Suite 940, West Conshohocken, PA 19428

1001 Liberty Ave, Suite 1025, Pittsburgh, PA 15222

603 Stanwix Street, Suite 1850, Pittsburgh, PA 15222

1628 JFK Blvd, Suite 1400, Philadelphia, PA 19103

North Point Tower, 1001 Lakeside Avenue, Suite 1620, Cleveland, OH 44114

7845 Kenwood Road, Suite 200, Cincinnati, OH 45236

300 E Business Way, Suite 100A, Cincinnati, OH 45241

4101 Lake Boone Trail, #200, Raleigh, NC 27607

321 Broadway, Saratoga Springs, NY 12866

15 Columbia Circle, 3rd Floor, Albany, NY 12303

28 Liberty Street, Suite 4410, New York, NY 10005

99 Park Avenue, 16th Floor, New York, NY 10016

241 North Avenue W, Third Floor, Suite 300, Westfield, NJ 07090

161 Ottawa Ave., Suite 114-M, Grand Rapids, MI 49503

40701 Woodward Avenue, Bloomfield Hills, MI 48304

53 State Street, Boston, MA 02109

265 Franklin Street, Suite 2001, Boston, MA 02110

111 Rockville Pike, Suite 750, Rockville, MD 20850

210 Allegheny Avenue, Fourth Floor, Towson, MD 21204

2201 High Wickham Place, Louisville, KY 40245

310 Ring Rd., Elizabethtown, KY 42701

1048 Ashley St., Unit 301, Bowling Green, KY 42103

713 McDowell Blvd., Bardstown, KY 40004

9045 River Road, Suite 425, Indianapolis, IN 46240

111 W Wesley Street, Suite 1, Wheaton, IL 60187

320 South Canal Street, Chicago, IL 60606

11720 Amber Park Dr, Suite 160, Alpharetta, GA 30009

1185 Immokalee Road, Suite 104, Naples, FL 34110

1301 Riverplace Blvd, Suite 2140, Jacksonville, FL 32207

4800 T-Rex Avenue, Suite 275, Boca Raton, FL 33431

801 Main St., Suite 120, Louisville, CO 80027

6900 E Layton Ave., Suite 1150, Denver, CO 80237

21515 Hawthorne Blvd, Suite 820, Torrance, CA 90503

550 S. Winchester Boulevard, Suite 350, San Jose, CA 95128

433 California St, Suite 1010, San Francisco, CA 94104

425 California Street, 17th Floor, San Francisco, CA 94104

4350 Executive Drive, Suite 215, San Diego, CA 92121

600 West Broadway, Suite 2625, San Diego, CA 92101

203 Redwood Shores Pkwy, Suite 510, Redwood City, CA 94065

301 East Colorado Blvd, Suite 830, Pasadena, CA 91101

10250 Constellation Blvd #2900, Los Angeles, CA 90067

3595 Mount Diablo Blvd, Suite 300, Lafayette, CA 94549

18881 Von Karman Avenue, Suite 950, Irvine, CA 92612

300 Drakes Landing Road, Greenbrae, CA 94904

16830 Ventura Blvd, Suite 400, Encino, CA 91436

101 North Pacific Coast Hwy, El Segundo, CA 90245

6621 Bay Laurel Place, Avila Beach, CA 93424

7659 E Pinnacle Peak Rd., Suite 100, Scottsdale, AZ 85255

Services Offered

Financial Planning

Portfolio Management

Estate Planning

Insurance

Qualified / Non Qualified Plans

Retirement / Income Planning

Tax Preparation

Family Office Services

Corporate Trustee Services

Tax Planning

Exit Planning / Investment Banking Services

Employee Benefits

Other

Executive Compensation Planning

Insurance (Employee Benefits)

Recent News

Heavyweight RIA Cerity Buys $1.1 Billion Denver Wealth Management Firm

Cerity Partners is expanding its presence in the Rocky Mountain region with the acquisition of Janiczek Wealth Management, a registered investment advisor based in Denver with more than $1.1 billion in assets. The deal follows the earlier acquisitions this year by Cerity in the Denver market of Wealth Legacy Institute and Keating Wealth Management. The three deals combined add roughly $1.4 billion in assets under management to Cerity. In...

Cerity Partners acquires $202m Denver RIA

The private equity-backed mega-RIA has added Keating Wealth Management and founder Tim Keating to its ranks.

Cerity Partners Appoints Todd Cassler as First-Ever Chief Growth Officer

Cerity Partners expands its leadership team with the addition of Todd Cassler to drive the firm's organic growth strategy

Who's Moving Where In Wealth Management? – Cerity Partners, TD Securities

Cerity Partners has appointed Todd Cassler as its inaugural chief growth officer. Cassler brings over 20 years of experience in the financial services industry. He most recently served as chief strategy and growth officer at Mariner Wealth Advisors.

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video Overview

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Advisor Value Proposition

Business Enhancements

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Planning Support

Operational Support

Expansion of Services

Organic Growth

Practice Management

Organic Growth

Growth Channels

[Service]

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AUM Growth

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Technology

Overview

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Client Experience

General Overview of Client Experience

Planning Philosophy and Implementation

Investment Management Philosophy

Investment Management Implementation

Investment Management Team

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Data Room

Investment Management

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Show your interest

Cerity Partners

Company Details

Locations

Services Offered

Recent News

Acquisitions

Success

Leadership Team

Department Heads

Advisor Value Proposition

Organic Growth

AUM Growth

Technology

Points of Alignment

Acquisition Model

Client Experience

Data Room

Cerity Partners's Ideal Partner

Company Videos

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Cerity Partners

Company Details

Locations

Services Offered

Recent News

Acquisitions

Success

Leadership Team

Department Heads

Advisor Value Proposition

Organic Growth

AUM Growth

Technology

Points of Alignment

Acquisition Model

Client Experience

Data Room

Cerity Partners's Ideal Partner

Company Videos

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