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

September 18, 2026

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.

Targets
Gilbert & Cook
Location
Iowa, United States
Transaction Type
Buyout

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