Cerity Partners Merges with Investec Wealth Strategies to Expand Texas Presence

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 Verus Investments

February 11, 2026

Wealth Management

Cerity Partners, an independent U.S. wealth and investment management firm, announced it will merge with institutional investment consulting and advisory firm Verus Investments. The combined organization will operate under the Cerity Partners brand and is expected to expand Cerity’s institutional research and advisory capabilities, with the deal slated to close at the end of Q1 2026 subject to regulatory approvals.

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 SBC Wealth Management

October 8, 2024

Wealth Management

Cerity Partners is merging with SBC Wealth Management, a $1 billion Indianapolis-based advisory firm, to deepen its wealth management capabilities and expand its Midwest presence. SBC will operate under the Cerity Partners name, and MarshBerry served as SBC's exclusive financial advisor with Bose McKinney & Evans providing legal counsel.

Cerity Partners Merges with Karsten Advisors

May 2, 2019

Wealth Management

Cerity Partners announced a merger with Fort Worth-based Karsten Advisors, a $500 million wealth management firm led by Tom Karsten. The transaction expands Cerity Partners' footprint in Texas and Colorado and adds Karsten's comprehensive wealth, tax and planning capabilities to Cerity's national RIA platform.