Cerity Partners

Highly Engaged Employees

Cerity Partners, established in 2009, is a national registered investment advisory firm headquartered in New York City. The firm specializes in serving high-net-worth individuals and their families, businesses and employees, and nonprofit organizations. With a robust presence across the United States, Cerity Partners operates 24 locations and employs between 1,000 and 5,000 professionals. Its core mission is to positively impact clients' financial well-being through objective financial advice, delivered with the highest professional standards and a continuous drive for improvement.

The firm offers comprehensive in-house expertise encompassing financial planning, investment management, legal, and tax advisory services. This integrated approach ensures clients receive tailored solutions addressing complex financial needs. Cerity Partners views its people as its most valuable asset, fostering a culture built on collaboration, accountability, and excellence. This people-first approach is central to its operations, enabling the team to deliver high-quality, client-focused solutions. Meet Cerity Partners' team to learn more about their dedicated professionals.

Operating within a competitive financial landscape, Cerity Partners generated $865.5M in revenue. The company's product and service offerings include wealth management, investment advisory, tax preparation, and estate planning. By bringing together diverse expertise, Cerity Partners aims to provide objective financial guidance and strategic planning to help clients achieve their long-term financial goals. The firm's commitment to client success is underscored by its extensive service offerings and its strategic positioning among key industry competitors.