Cerity Partners Merges with EMM Wealth

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 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 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 Investec Wealth Strategies to Expand Texas Presence

February 22, 2022

Wealth Management

Cerity Partners has merged with Houston-based Investec Wealth Strategies, with the combined firm operating under the Cerity Partners name. The transaction expands Cerity's Texas footprint and capabilities; Investec principals (including founder John Goott) join Cerity as partners, and Investec was advised by Park Sutton Advisors.

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.