Tracked deals
29
29 tracked deals across 2019-2026.
Operating Company
Financial Services
Cerity Partners
New York, New York, United States
Cerity Partners is an independent wealth management and financial advisory firm delivering objective, fiduciary-style financial advice with oversight beyond investments. It serves high-net-worth individuals and families, businesses and their employees, and nonprofit organizations, coordinating experts such as attorneys, tax advisors, financial planners, and investment professionals.
- Focus Areas
- Independent wealth management, Wealth planning, Investment advisory
- Website
- ceritypartners.com
Recent pace
10
10 tracked deals announced in the last 12 months.
Deal mix
Buyout
28 buyout · 1 addon
Cerity Partners Acquisition Volume by Year
Last 7 years
Actual
Full-year estimate
Supporting Data
Recent Transactions
Showing the 12 most recent of 29 tracked deals for Cerity Partners.
-
October 1, 2026
- Buyer
- Cerity Partners
- Target
- Cornerstone Capital, Inc.
- Industry
- Wealth Management
- Location
- California, United States
- Type
- Buyout
Cerity Partners announced it has merged with Cornerstone Capital, a Palo Alto-based wealth management firm. The merger deepens Cerity’s Silicon Valley presence and adds approximately $1.4 billion in assets under management, with the combined firms operating under the Cerity Partners name.
-
October 1, 2026
- Buyer
- Cerity Partners
- Target
- Echo Wealth Management
- Industry
- Wealth Management
- Location
- Minnesota, United States
- Type
- Buyout
Cerity Partners merged with Minneapolis-area Echo Wealth Management, adding approximately $337 million in assets under management and establishing a presence in Minnesota. The combined firm operates under the Cerity Partners name, while Echo clients continue working with their existing advisory team.
-
September 22, 2026
- Buyer
- Cerity Partners
- Target
- Contant-Leit Group (Shufro Rose & Co.), Wacht Group (Shufro Rose & Co.)
- Seller
- Shufro Rose & Co.
- Industry
- Wealth Management
- Location
- New York, United States
- Type
- Buyout
Cerity Partners announced its intention to merge with the Contant-Leit and Wacht Groups of Shufro Rose & Co., two New York City–based wealth advisory practices managing approximately $1.4 billion in assets. The combination brings the teams under the Cerity Partners brand to expand resources and capabilities while maintaining client-first advice.
-
September 18, 2026
- Buyer
- Cerity Partners
- Target
- Gilbert & Cook
- Industry
- Wealth Management
- Location
- Iowa, United States
- Type
- Buyout
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.
-
July 1, 2026
- Buyer
- Cerity Partners
- Target
- Cordant Wealth Partners
- Industry
- Financial Services
- Location
- Oregon, United States
- Type
- Buyout
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.
-
April 1, 2026
- Buyer
- Cerity Partners
- Target
- Covenant Partners LLC
- Industry
- Wealth Management
- Location
- Tennessee, United States
- Type
- Buyout
Cerity Partners has merged with Covenant Partners LLC, a boutique wealth management firm based in Nashville, Tennessee. The partnership marks Cerity Partners’ entry into the Tennessee market, with Covenant Partners operating under the Cerity Partners name.
-
March 6, 2026
- Buyer
- Cerity Partners
- Target
- Edge Financial Advisors, Running Point Capital Advisors
- Seller
- Hue Partners (represented Edge Financial Advisors and Running Point Capital Advisors)
- Industry
- Financial Services
- Location
- United States
- Type
- Addon
Cerity Partners announced two mergers to expand its footprint: with Edge Financial Advisors in Wheaton, Illinois and Running Point Capital Advisors in El Segundo, California. Both incoming teams will operate under the Cerity Partners name, bringing enhanced capabilities in areas such as retirement plan design, and advanced wealth/insurance-based planning strategies for high-net-worth clients.
-
February 11, 2026
- Buyer
- Cerity Partners
- Target
- Verus Investments
- Industry
- Wealth Management
- Location
- New York, United States
- Type
- Buyout
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.
-
January 15, 2026
- Buyer
- Cerity Partners
- Target
- SOL Capital Management
- Industry
- Wealth Management
- Location
- Maryland, United States
- Type
- Buyout
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.
-
January 6, 2026
- Buyer
- Cerity Partners
- Target
- Austin Private Wealth
- Industry
- Wealth Management
- Location
- Texas, United States
- Type
- Buyout
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.
-
October 1, 2025
- Buyer
- Cerity Partners
- Target
- Oak Hill Wealth Advisors
- Industry
- Wealth Management
- Location
- Virginia, United States
- Type
- Buyout
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.
-
September 5, 2025
- Buyer
- Cerity Partners
- Target
- Graypoint
- Industry
- Financial Services
- Location
- New York, United States
- Type
- Buyout
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.
Related Acquisition Pages
Wealth Management Buyers & Acquisitions
23 tracked deals by Cerity Partners.
Financial Services Buyers & Acquisitions
5 tracked deals by Cerity Partners.
Accounting & Tax Buyers & Acquisitions
1 tracked deal by Cerity Partners.
Acquisitions in California
5 tracked deals by Cerity Partners.
Acquisitions in New York
4 tracked deals by Cerity Partners.
Acquisitions in Massachusetts
3 tracked deals by Cerity Partners.
Acquisitions in Texas
3 tracked deals by Cerity Partners.
Selling a company? Get in front of buyers like Cerity Partners
Turn tracked acquisition activity into an outreach-ready buyer list.