Cerity Partners

EST. AUM
$161,675,524,141

CONTACTS
51

CLIENT ACCOUNTS
26,230

Firm Details

Metro area New York City
CRD Number 151559
Website ceritypartners.com
Client types

Overview

Cerity Partners is a registered investment advisor with approximately $160 billion in total assets, 1,200 employees, and offices nationwide. Their firm consists of several business units, all centered around providing expert advice. Their wealth advisory business focuses on high-net-worth individuals in financial planning, estate planning, tax strategies, and investment management. Their retirement plan advisory business helps corporations and nonprofits manage their 401 (k) and other retirement plans. Their outsourced CIO business serves as the chief investment officer for endowments and foundations that prefer external leadership in investment management. Lastly, their venture advisory business provides advice primarily to corporations on strategic investments to stay ahead in their industries. Cerity Partners Welcomes Agility for OCIO Business and will now manage approximately $100 billion in assets. Cerity Partners is an RIA with offices in New York City, Cleveland, Chicago, and Los Angeles. They have recently made two acquisitions to increase their AUM. Their clients include high net worth individuals in the C Suite level of financial institutions and they do have some foundation, endowment, and institutional clients with their acquisition of Blue Prairie Group that took place in the early part of 2019. There are a handful of portfolio managers that are both client facing as well on the Investment Committee. All of these people are responsible for doing their own due-diligence and bringing ideas to the Investment Committee, in which the ideas are then voted on.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Cerity Partners

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