Simon Quick Advisors Acquires Red Hook Management; Cerity Partners Acquires Permit Capital

Simon Quick Advisors Merges with Red Hook Management

April 12, 2022

Wealth Management

Simon Quick Advisors, an independent wealth management firm headquartered in Morristown, New Jersey, has merged with fellow Morristown RIA Red Hook Management. The deal brings roughly $420 million in AUM and three advisory professionals into Simon Quick, expanding the combined firm to about 68 employees and approximately $5 billion in assets under management while providing Red Hook with access to Simon Quick’s operational platform and technology.

Cerity Partners Acquires Permit Capital Advisors

May 3, 2022

Wealth Management

Cerity Partners announced a merger with Permit Capital Advisors, combining the Philadelphia-region wealth advisory firm into Cerity under the Cerity Partners name. Permit Capital Advisors brings approximately $1.6 billion in client assets and specialist ultra-high-net-worth and foundation advisory capabilities, helping Cerity deepen its capabilities and anchor the firm in the Philadelphia market.

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.

Cerity Partners Acquires Sullivan & Serwitz

January 1, 2020

Financial Services

Cerity Partners, an independent financial advisory firm, has merged with Los Altos, California-based Sullivan & Serwitz, which manages approximately $1 billion in client assets. The combination expands Cerity's presence in Northern California and provides a succession plan and broader service offerings for Sullivan & Serwitz's clients and colleagues.

Cerity Partners Merges with Prio Wealth

January 9, 2025

Wealth Management

Cerity Partners, an independent U.S. wealth management firm, is merging with Boston-based Prio Wealth; Prio will operate under the Cerity Partners name and add $4.1 billion in AUM. The deal expands Cerity Partners' wealth advisory capabilities and strengthens its presence in the Boston metropolitan market.

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.