Cerity Partners LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated March 31, 2026, reports $161.7B in regulatory assets under management, 1,529 employees, 66 offices, and 26,230 accounts.
Assets Under Management
$161.7B
Employees
1,529
Offices
66 offices
Total Clients
26,230
Primary office
NEW YORK, NY
99 PARK AVENUE, 16TH FLOOR, NEW YORK, NY, United States
Top client segmentHNWI represent 55.5% of total clients.
Top client categories% of clientsClients
1
HNWI
55.5%
14,561
2
Individuals
39.6%
10,384
3
Pension Plans
3.0%
789
4
Charitable
1.0%
253
5
Corporations
0.9%
226
Additional categories (<0.1%)
Pooled Investment Vehicles13 clients
Government<5 clients
Investment Cos.<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$161.7Bas of March 31, 2026
Discretionary90.1%
$145.7B
90% of total RAUM90.1%
Non-discretionary9.9%
$16.0B
10% of total RAUM9.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$161.7B
Total Accounts26,230
10Y AUM Change+$155.5B (+2505.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1,529
Clients per Employee17:1
10Y Employee Change+1,447 (+1764.6%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.