Cerity Partners Employee Directory
Financial ServicesNew York, United States1001-5000 Employees
Cerity Partners operates in financial services, delivering holistic financial advisory services. It serves high-net-worth individuals and their families, business owners and their employees, and nonprofit organizations. The firm provides objective financial guidance and comprehensive oversight that extends beyond investments, rooted in fiduciary duties. It brings together a multidisciplinary team of attorneys, tax advisors, financial planners, and investment professionals to address all facets of a client's financial life. The firm relies on a private partnership model and an integrated advisory approach, which collectively position it as a recognized independent wealth management firm in the United States. Based in New York City, New York, Cerity Partners expanded its footprint in June 2026 through a merger with Wealth Strategists, LLP, extending its California practice into El Segundo.
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