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CERITY PARTNERS RETIREMENT PLAN CONSULTANTS
CERITY PARTNERS RETIREMENT PLAN ADVISORS LLC
CRD 164198 · SEC 801-76705
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
$40.25B
Discretionary AUM
$17.02B
Team
193 total employees; 153 advisory reps; 105 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; A PERCENTAGE OF ASSETS UNDER A CONSULTATIVE REVIEW
Org form
Limited Liability Company
Filing date
2026-04-21
Disciplinary history
No
Services
Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Pension/profit sharing plans | 821 | $31.93B |
| Charitable organizations | 20 | $3.38B |
| State/municipal entities | 4 | $133.7M |
| Corporations/business entities | 5 | $4.81B |
States served
AZ, CA, CO, IL, IN, KY, MD, NV, NJ, NY, NC, OH, OR, PA, VA, WA, TX, HI, FL
All web addresses on file
Official SEC filing: View on IAPD