Cerity Partners Merges with Touchdown Ventures to Launch Cerity Partners Ventures

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 Covenant Partners LLC to Expand Into Tennessee

April 1, 2026

Wealth Management

Cerity Partners announced it will merge with Covenant Partners LLC, a Nashville-based boutique wealth management firm. The combined business will operate under the Cerity Partners name, expanding Cerity’s footprint into Tennessee while preserving Covenant’s high-touch client experience.

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 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 Permit Capital Advisors

May 3, 2022

Wealth Management

Cerity Partners announced a merger with Permit Capital Advisors, combining the Philadelphia-region wealth advisory firm into Cerity under the Cerity Partners name. Permit Capital Advisors brings approximately $1.6 billion in client assets and specialist ultra-high-net-worth and foundation advisory capabilities, helping Cerity deepen its capabilities and anchor the firm in the Philadelphia market.