Displaying 9 results
Cerity Partners strikes upper-high-net-worth deal
The Chicago-based RIA’s union with Denver-based Agility, a well-regarded OCIO service provider, will vault it past the $100B AUM mark.
Cerity Partners merges with UHNW-focused AJ Wealth
AJ Wealth was founded by two former Goldman Sachs wealth managers and serves family offices of ultra-high-net-worth clients.
Cerity Partners merges with $4.8 billion ARGI Financial
The deal will enhance Cerity’s ‘workplace financial planning offering,’ according to a statement.
Genstar leads recapitalization of Cerity Partners
Lightyear Capital, which has been an investor in Cerity since 2017, will retain an equity stake in the New York-based firm.
Cerity Partners adds $5 billion RIA in San Francisco
The addition of Bingham Osborn & Scarborough will push the New York-based aggregator to nearly $40 billion in total RIA assets.
Cerity acquires two RIAs managing $372 million
Algonquin Advisors, Worldview Wealth Advisors join the Chicago-based firm
Cerity Partners acquires $3 billion EMM Wealth
The addition of the New York-based RIA brings Cerity's AUM to $26 billion
Cerity Partners acquires $500 million hybrid
Fort Worth-based Karsten Advisors has offices in Texas and Colorado.
Cerity Partners buys Blue Prairie Group to create $21 billion advisory firm
Blue Prairie's retirement plan business gives Cerity Partners an 'end-to-end' solution.
