Cerity Partners to Merge With Graypoint Financial Advisory Firm

Cerity Partners Merges With Edge Financial Advisors and Running Point Capital Advisors

March 6, 2026

Wealth Management

Cerity Partners announced two mergers to expand its independent wealth management footprint, combining with Edge Financial Advisors in Wheaton, Illinois and Running Point Capital Advisors in El Segundo, California. The incoming teams will operate under the Cerity Partners name, with Cerity’s national platform and enhanced tax and estate planning capabilities added for clients.

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 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 ARGI Financial

January 10, 2023

Wealth Management

Cerity Partners has completed a merger with ARGI Financial, combining ARGI's approximately 250 professionals and 3,000 clients into the Cerity platform. The transaction expands Cerity's national footprint and strengthens its workplace financial planning and wealth management capabilities.

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 West Coast Financial

April 1, 2025

Wealth Management

Cerity Partners, a national independent wealth management firm, announced it is merging with West Coast Financial of Santa Barbara, California. The deal brings West Coast Financial's advisory team and client relationships onto the Cerity Partners platform to expand capabilities and deepen Cerity's presence in Southern California.