← Back to searchVisit website
CERITY PARTNERS LLC
CRD 151559 · SEC 801-70719
99 PARK AVENUE, 16TH FLOOR, NEW YORK, NY, 10016, United States
Phone
212-850-4260
Fax
212-937-1942
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$161.68B
Discretionary AUM
$145.72B
Team
1529 total employees; 1102 advisory reps; 53 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-05-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 10384 | $6.79B |
| High net worth individuals | 14561 | $107.33B |
| Investment companies | 1 | $9.8M |
| Pooled investment vehicles | 13 | $6.09B |
| Pension/profit sharing plans | 789 | $20.79B |
| Charitable organizations | 253 | $17.53B |
| State/municipal entities | 3 | $27.4M |
| Corporations/business entities | 226 | $3.11B |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD