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.
Cerity Partners, one of the nation's leading independent financial advisory firms, announced today that it has merged with New York-based wealth management firm EMM Wealth. With this merger, Cerity Partners now manages approximately $26 billion in assets....This expanded team enables Cerity Partners to enhance its service offerings for clients in New York and across the country. As of January 1, 2020, EMM Wealth has taken on Cerity Partners' name and branding.
Cerity Partners was named as one of the top 300 registered investment advisers in the US by the FT. After increasing between 2015 and 2018, the median advisory company in this sixth annual FT 300 Top Registered Investment Advisers list managed $1.7bn in assets — the same level as last year. The overall AUM of the FT 300 advisers did rise, though, from $1.1tn to $1.2tn.
