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Cerity partners LLC

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Total assets under management

$122,848,693,051

More info

Total clients

18,927

58% high-net worth

Total advisors

862

of 1,166 employees

Firm size

Enterprise

51-2,000 advisors or $10B+ in AUM

Average clients per advisor

22

Average account size

$6,490,658

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Fee options

Fixed

Flat fees or fixed annual retainers may be charged for financial planning or other services; amounts are negotiated and vary.

Project-based

Hourly or fixed fees may be quoted for certain services such as financial planning, based on the scope of each engagement; specific amounts not stated.

Performance-based

Performance-based fees are charged for qualified clients under Rule 205-3; also fees related to affiliated private investment vehicles may apply as described in governing documents.

Other

Account minimum: Information not explicitly stated; minimum fees and account minimums are negotiated and may vary by client, with no specific dollar minimum provided. Minimum fee: Minimum fees may apply and are agreed upon with the client; minimum fee amounts are negotiated and can exceed 1.50% on assets under management in certain cases.

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Main office location

Cerity partners LLC

99 Park Avenue, 16 Th Floor

New York NY 10016, United States

Number of offices

56

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn X Website 212-850-4260

Advisors at this firm

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Alexander M

Series 63, Series 66

Scottsdale, AZ

Cerity partners LLC
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Angela L

Series 66

Lansdowne, VA

Cerity partners LLC
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Stephen S

Series 65

New York, NY

Cerity partners LLC
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Howard S

CFP®, Series 63, Series 65

New York, NY

Cerity partners LLC
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Dustin B

CFP®, ChFC®, Series 63, Series 65

New York, NY

Cerity partners LLC
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Charles H

CFA®, Series 65

New York, NY

Cerity partners LLC
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Andrew V

CFP®, Series 63, Series 65

New York, NY

Cerity partners LLC
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Mariah C

CFP®, Series 63, Series 65

New York, NY

Cerity partners LLC
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Andrew C

CFP®, Series 65

Towson, MD

Cerity partners LLC
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Abraham I

CFP®, CFA®, Series 65

El Segundo, CA

Cerity partners LLC
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Shelly S

Series 63

New York, NY

Cerity partners LLC
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Jason W

CFP®, Series 66

New York, NY

Cerity partners LLC
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Eric K

Series 63, Series 65

Chicago, IL

Cerity partners LLC
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Nicholas A

Series 65

Cincinnati, OH

Cerity partners LLC
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Christopher T

CFP®

Westfield, NJ

Cerity partners LLC
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