Cerity Partners

Cerity Partners

Cerity Partners LLC is an SEC-registered investment adviser headquartered in New York that provides customized, comprehensive wealth management services to high-net-worth and ultra-high-net-worth individuals and families, business entities and their employees, charitable institutions, foundations, endowments, and other institutional clients (per Form ADV Part 2A and firm disclosures). Formed as a Delaware limited liability company in August 2009, the firm is owned by Cerity Partners Equity Holding LLC, with employee ownership through Cerity Partners EOE LLC and investment from funds affiliated with Genstar Capital and Lightyear Capital (per Form ADV). Services encompass discretionary and non-discretionary investment management, financial and estate planning, tax planning and preparation, retirement plan consulting, insurance and risk management, family office services, private markets access, and outsourced chief investment officer (OCIO) solutions via an affiliate (per firm website and ADV). As of December 31, 2025, Cerity Partners and its affiliates advise on approximately $166.2 billion in client assets, including $145.7 billion managed on a discretionary basis and $16.0 billion on a non-discretionary basis (per firm brochure/ADV disclosures as of Dec 31, 2025). The firm maintains a national presence with over 60 offices and more than 1,500 colleagues, emphasizing objective, fiduciary advice tailored to client goals. Leadership includes founder and CEO Kurt Miscinski (per official team pages and press releases).