Cerity Partners Acquires West Coast Financial

Cerity Partners Merges with Bingham, Osborn & Scarborough

November 23, 2021

Wealth Management

Cerity Partners has merged with San Francisco–based Bingham, Osborn & Scarborough (BOS), combining BOS's West Coast wealth-management capabilities with Cerity's national platform. The combined firm will operate under the Cerity Partners name and expands Cerity's client assets to advise on more than $40 billion (including BOS’s roughly $5 billion in AUM).

Cerity Partners Acquires SBC Wealth Management

October 8, 2024

Wealth Management

Cerity Partners is merging with SBC Wealth Management, a $1 billion Indianapolis-based advisory firm, to deepen its wealth management capabilities and expand its Midwest presence. SBC will operate under the Cerity Partners name, and MarshBerry served as SBC's exclusive financial advisor with Bose McKinney & Evans providing 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 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 Cook Wealth

April 3, 2025

Financial Services

Cerity Partners has merged with Raleigh-based Cook Wealth, expanding its integrated wealth advisory services into North Carolina. The deal brings 27 Cook Wealth colleagues into Cerity Partners and enhances the firm's capabilities in financial planning, investment management, and tax planning.

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.