Cerity Partners Merges With Austin Private Wealth
January 6, 2026
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.
- Buyers
- Cerity Partners
- Targets
- Austin Private Wealth
- Industry
- Wealth Management
- Location
- Texas, United States
- Transaction Type
- Buyout
Explore More
Related Acquisitions
-
Cerity Partners Merges With Cordant Wealth Partners
July 1, 2026
Financial Services
Cerity Partners announced its merger with Cordant Wealth Partners, an Oregon-based registered investment adviser headquartered in Portland. The deal expands Cerity Partners’ footprint into Oregon and is designed to give Cordant clients access to Cerity’s broader resources and capabilities, particularly for complex tech-compensation and equity decisions.
-
Cerity Partners Merges With Covenant Partners LLC
April 1, 2026
Wealth Management
Cerity Partners has merged with Covenant Partners LLC, a boutique wealth management firm based in Nashville, Tennessee. The partnership marks Cerity Partners’ entry into the Tennessee market, with Covenant Partners operating under the Cerity Partners name.
-
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 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 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.
Build a buyer list for your deal
Find active buyers from recent acquisition patterns and move straight into outreach.