Cerity Partners was recognized by Barron as one of 2021's Top 100 RIA Firms for the second year in a row.
Speaking during the JConnelly Virtual Media Roundtable “Spotlight on Women in Financial Services — Accelerating the Industry Forward & Empowering the Female Investor", Natalia Tchetchoulina, Partner and Client Advisor at Cerity Partners, said: “The COVID environment has shed a light on the challenges all investors face." And, citing U.S. Census Bureau data, she continues, "But it’s been particularly tough for women, who are more likely than men to leave their jobs during this period and are only earning 82 cents on the dollar earned by men."
Cerity Partners, one of the nation's leading independent financial advisory firms, announced today the addition of Algonquin Advisors and Worldview Wealth Advisors. These firms raise the firm's total AUM to $27B and expand Cerity Partners' presence in the Northeast and Northern California.
January isn’t over yet, but already this year Cerity Partners, a New York-based RIA, has announced two significant acquisitions that boost its assets under management to about $26 billion.
Cerity Partners, one of the nation's leading independent financial advisory firms, announced today that it has merged with Los Altos, California-based wealth management firm Sullivan & Serwitz (S&S). With this merger, Cerity Partners now manages approximately $26 billion in assets....Cerity Partners currently has offices in Orange County and Los Angeles. The team from S&S will provide presence and growth opportunities in Northern California and started operating under the Cerity Partners' banner on January 1, 2020.