Cerity Partners LLC
New York, NY·SEC-registered · CRD #151559
Cerity Partners LLC is an SEC-registered investment advisory firm in New York, NY managing $162B across 27k client accounts, with 1.1k advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$162B
Client accounts
27k
Advisory staff
1.1k
Fee model
Fee-based
How Cerity Partners LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Cerity Partners LLC
How much does Cerity Partners LLC manage?
Per its most recent SEC Form ADV filing (06/26/2026), Cerity Partners LLC reports $162B in regulatory assets under management across roughly 27k client accounts.
How does Cerity Partners LLC charge?
Cerity Partners LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Cerity Partners LLC a fiduciary?
Yes. Cerity Partners LLC is registered with the U.S. Securities and Exchange Commission (CRD #151559), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Cerity Partners LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Cerity Partners LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Cerity Partners LLC's public SEC Form ADV filing (CRD #151559, filed 06/26/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Cerity Partners LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Cerity Partners LLC? Claim this profile.