Cerity Partners to Merge With Contant-Leit and Wacht Wealth Advisory Groups

Cerity Partners to Merge with Gilbert & Cook (Wealth Management)

September 18, 2026

Wealth Management

Cerity Partners and Gilbert & Cook announced their intention to merge, effective at the end of September, with Gilbert & Cook operating under the Cerity Partners name. The deal expands Cerity Partners’ presence into Iowa and combines both firms’ wealth management capabilities for high- and ultra-high-net-worth individuals, families, and business owners.

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 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 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.

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 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.