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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

$80,573,110,000

Fee model

Hybrid Legacy

Number of employees

900

Custodians

Fidelity

Schwab

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

433 California St Ste 1010 San Francisco CA 94104

320 S Canal St Fl 44 Chicago IL 60606

1040 S Gaylord St Unit 41 Denver CO 80209

7845 Kenwood Rd Cincinnati OH 45236

2186 Corner Creek Ln Jackson WY 83001

779 Los Altos Ave Los Altos CA 94022

1228 Dartmouth Rd Alexandria VA 22314

23821 Weathervane Pl Ashburn VA 20148

161 Ottawa Ave NW Ste 114M Grand Rapids MI 49503

347 Pierce St San Francisco CA 94117

310 Ring Rd Elizabethtown KY 42701

2843 NW Lolo Dr Ste 200 Bend OR 97703

300 E Business Way Ste 100A Cincinnati OH 45241

210 Allegheny Ave Fl 4 Towson MD 21204

301 E Colorado Blvd Ste 830 Pasadena CA 91101

13010 Morris Rd Ste 650 Alpharetta GA 30004

713 Mcdowell Blvd Bardstown KY 40004

265 Franklin St Fl 20 Boston MA 02110

603 Stanwix St Ste 1850 Pittsburgh PA 15222

29 Liberty St New York NY 10045

28 Liberty St Ste 2850 New York NY 10005

335 Madison Ave Fl 23 New York NY 10017

2201 High Wickham Pl Louisville KY 40245

2015 E Lamar Blvd Ste 200 Arlington TX 76006

4725 S Monaco St Ste 205 Denver CO 80237

7001 E Belleview Ave Ste 600 Denver CO 80237

241 North Ave W Ste 300 Westfield NJ 07090

3526 W Vickery Blvd Fort Worth TX 76107

99 Park Ave Fl 16 New York NY 10016

100 Shoreline Hwy Ste B-101 Mill Valley CA 94941

10250 Constellation Blvd Ste 2900 Los Angeles CA 90067

801 Montgomery St Ste 200 San Francisco CA 94133

203 Redwood Shores Pkwy Ste 510 Redwood City CA 94065

100 Front St Ste 940 Conshohocken PA 19428

999 Waterside Dr Ste 1000 Norfolk VA 23510

3100 N A St Ste 125 Midland TX 79705

150 W Main St Ste 1500 Norfolk VA 23510

300 Drakes Landing Rd Ste 172 Greenbrae CA 94904

801 Main St Louisville CO 80027

5750 Castle Creek Parkway North Dr Indianapolis IN 46250

18881 Von Karman Ave Irvine CA 92612

220 E 42nd St New York NY 10017

3595 Mt Diablo Blvd Ste 300 Lafayette CA 94549

1048 Ashley St Ste 301 Bowling Green KY 42103

2920 E 96th St Indianapolis IN 46240

1900 Campus Commons Dr Ste 500 Reston VA 20191

1 Sansome St Ste 3500 San Francisco CA 94104

50 Public Sq Ste 2700 Cleveland OH 44113

601 S Figueroa St Ste 2000 Los Angeles CA 90017

345 California St Ste 1100 San Francisco CA 94104

3301 Bonita Beach Rd Ste 107 Bonita Springs FL 34134

779 Altos Oaks Dr Los Altos CA 94024

53 State St Fl 39 Boston MA 02109

12725 SW Millikan Way Ste 300 Beaverton OR 97005

5750 Castle Creek Pkwy North Dr Ste 170 Indianapolis IN 46250

980 N Federal Hwy Ste 110 Boca Raton FL 33432

4900 Woodway Dr Ste 550 Houston TX 77056

321 Broadway Saratoga Springs NY 12866

Services Offered

Financial Planning

Portfolio Management

Estate Planning

Insurance

Qualified / Non Qualified Plans

Retirement / Income Planning

Tax Preparation

Family Office Services

Corporate Trustee Services

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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Match confidence

N/a

video Overview

Getting started

00:53

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Show your interest

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Qualified / Non Qualified Plans

Retirement / Income Planning

Tax Preparation

Family Office Services

Corporate Trustee Services

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

Ready to show your interest to the buyer?

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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