Cerity Partners Merges With Edge Financial Advisors and Running Point Capital Advisors

Cerity Partners Merges with Echo Wealth Management

October 1, 2026

Wealth Management

Cerity Partners merged with Minneapolis-area Echo Wealth Management, adding approximately $337 million in assets under management and establishing a presence in Minnesota. The combined firm operates under the Cerity Partners name, while Echo clients continue working with their existing advisory team.

Cerity Partners Merges with Cornerstone Capital to Expand Bay Area Wealth Management Presence

October 1, 2026

Wealth Management

Cerity Partners announced it has merged with Cornerstone Capital, a Palo Alto-based wealth management firm. The merger deepens Cerity’s Silicon Valley presence and adds approximately $1.4 billion in assets under management, with the combined firms operating under the Cerity Partners name.

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 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 to Merge With Graypoint Financial Advisory Firm

September 5, 2025

Financial Services

Cerity Partners, an independent wealth management firm, announced its intention to merge with Graypoint, a financial advisory firm based in Albany, New York. After closing, Graypoint will operate under the Cerity Partners brand, and Graypoint CEO Daniel Nolan will become Partner and Vice Chairman of Cerity Partners.

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.