Cerity Partners
TL;DR
National wealth management and advisory firm serving individuals, families, trusts, business owners and institutions, with New York offices on Park Avenue and Liberty Street.
$162 billion
Regulatory AUM
As of ADV filing 2026-07-13
26,230
Accounts / Clients
24,945 clients
0
Disclosures
Item 11 events
SEC
Registration
SEC-registered
1529
Team Size
employees, 1102 advisory
17 yrs
Years Registered
First registered 2009
About Cerity Partners
National wealth management and advisory firm serving individuals, families, trusts, business owners and institutions, with New York offices on Park Avenue and Liberty Street.
Office: 99 Park Avenue, New York, NY 10016.
Best for: Households and business owners wanting a national platform with tax and family office services
Fee model and designations stated on the guide
Fees plus commissionsPlanning designations named
Form ADV data
CRD151559
RegistrationSEC-registered
First registration2009
Regulatory AUM$162 billion
ADV filing date2026-07-13
Accounts26,230
Clients24,945 individual and high-net-worth clients
Employees1529
Advisory employees1102
Fee modelAdvisory fees; ADV 2A discloses commissions earned by advisors as registered representatives
MinimumNot disclosed; ADV 2A mentions a negotiable minimum fee only
Disclosure events (Item 11)0
DesignationsCFP, CFA and CPA named on the team page
Source: SEC Investment Adviser Public Disclosure, CRD 151559, as of ADV filing 2026-07-13, pulled October 10, 2026.
Ranked on ProCloser
- Top 10 Wealth Managers in New York, NY (2026): rank 9 of 10
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