Cerity Partners LLC

Registered investment advisor · New York, New York · CRD #151559

Assets Under Management

$161.7B

Client Accounts

26,230

Employees

1,529

CRD Number

151559

Registration

SEC Registered

Custodian

Charles Schwab & Co., Inc., Fidelity Investments

Source: SEC Form ADV filings. Data as of 2026-07-06.

About Cerity Partners LLC

Cerity Partners is an SEC-registered investment adviser founded in 2009, offering customized wealth management services to individuals, families, businesses, corporations, and nonprofit organizations. The firm manages over $100 billion in assets and employs more than 240 professionals across various states, including California, New York, and Texas. Cerity Partners emphasizes objective financial advice through a team of financial planners, investment professionals, tax advisors, and attorneys.

Fee Structure

Percentage of assets under management Yes

Fixed fees Not reported

Hourly charges Yes

Performance-based fees Yes

Contacts, 13F holdings & brochure intel for Cerity Partners LLC

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Frequently Asked Questions

What is Cerity Partners LLC's AUM?

Cerity Partners LLC reports approximately $161.7B in regulatory assets under management, based on its most recent SEC Form ADV filing.

Where is Cerity Partners LLC headquartered?

Cerity Partners LLC is headquartered in New York, New York.

What is Cerity Partners LLC's CRD number?

Cerity Partners LLC's CRD number is 151559. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.