Cerity Partners Merges With Verus Investments

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 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 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 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 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 SOL Capital Management

January 15, 2026

Wealth Management

Cerity Partners has merged with SOL Capital Management, with SOL operating under the Cerity Partners name. The combination expands Cerity’s footprint in Maryland and the greater Washington, D.C. area and strengthens its investment and advisory capabilities for high- and ultra-high-net-worth clients; Houlihan Lokey advised SOL Capital and Nelson Mullins served as legal counsel.