Cerity Partners Merges with Prio Wealth

Cerity Partners Merges With Austin Private Wealth

January 6, 2026

Wealth Management

Cerity Partners has merged with Austin Private Wealth, a fiduciary Registered Investment Adviser based in Austin, Texas. The combination expands Cerity's presence in the Austin market and brings Austin Private Wealth's clients and advisory capabilities onto Cerity's national wealth management platform; Republic Capital Group advised Austin Private Wealth.

Cerity Partners Merges with Oak Hill Wealth Advisors

October 1, 2025

Wealth Management

Cerity Partners, a New York–based independent wealth management firm, announced a merger with Oak Hill Wealth Advisors of Lansdowne, Virginia. The deal expands Cerity Partners' presence in the Washington, D.C. market and brings Oak Hill's team (seven professionals) and wealth management capabilities into the Cerity platform.

Cerity Partners Merges with Daintree Advisors

March 1, 2022

Wealth Management

Cerity Partners has merged with Boston-based Daintree Advisors, combining Daintree’s New England wealth management practice into Cerity’s national platform and operating under the Cerity Partners name. The transaction deepens Cerity’s East Coast presence and expands its wealth management, tax and financial planning capabilities.

Cerity Partners Merges with Bingham, Osborn & Scarborough

November 23, 2021

Wealth Management

Cerity Partners has merged with San Francisco–based Bingham, Osborn & Scarborough (BOS), combining BOS's West Coast wealth-management capabilities with Cerity's national platform. The combined firm will operate under the Cerity Partners name and expands Cerity's client assets to advise on more than $40 billion (including BOS’s roughly $5 billion in AUM).

Cerity Partners Acquires West Coast Financial

April 1, 2025

Wealth Management

Cerity Partners, a national independent wealth management firm, announced it is merging with West Coast Financial of Santa Barbara, California. The deal brings West Coast Financial's advisory team and client relationships onto the Cerity Partners platform to expand capabilities and deepen Cerity's presence in Southern California.

Cerity Partners Merges With SOL Capital Management

January 15, 2026

Wealth Management

Cerity Partners has merged with SOL Capital Management, with SOL operating under the Cerity Partners name. The combination expands Cerity’s footprint in Maryland and the greater Washington, D.C. area and strengthens its investment and advisory capabilities for high- and ultra-high-net-worth clients; Houlihan Lokey advised SOL Capital and Nelson Mullins served as legal counsel.