Cerity Partners Retirement Plan Consultants 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 April 21, 2026, reports $40.3B in regulatory assets under management, 193 employees, 33 offices, and 914 accounts.
Assets Under Management
$40.3B
Employees
193
Offices
33 offices
Total Clients
850
Primary office
NEW YORK, NY
99 PARK AVENUE, 16TH FLOOR, NEW YORK, NY, United States
Top client segmentPension Plans represent 96.6% of total clients.
Top client categories% of clientsClients
1
Pension Plans
96.6%
821
2
Charitable
2.4%
20
3
Corporations
0.6%
5
4
Government
0.5%
4
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$40.3Bas of April 21, 2026
Discretionary42.3%
$17.0B
42% of total RAUM42.3%
Non-discretionary57.7%
$23.2B
58% of total RAUM57.7%
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.
Total AUM$40.3B
Total Accounts914
10Y AUM Change+$39.7B (+7546.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees193
Clients per Employee4:1
10Y Employee Change+187 (+3116.7%)
* 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.