Cerity Partners Acquires Fishman Block + Diamond LLP

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 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 Acquires Cook Wealth

April 3, 2025

Financial Services

Cerity Partners has merged with Raleigh-based Cook Wealth, expanding its integrated wealth advisory services into North Carolina. The deal brings 27 Cook Wealth colleagues into Cerity Partners and enhances the firm's capabilities in financial planning, investment management, and tax planning.

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 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 Adds Bainco International Investors

February 2, 2021

Wealth Management

Cerity Partners announced it has welcomed Boston-based Bainco International Investors into its firm, expanding Cerity's presence in New England and adding approximately $1.1 billion in assets under management. The move brings Bainco's team and capabilities into Cerity's national independent financial advisory platform to enhance service offerings for high-net-worth clients.