RIA Intel›Advisers›New York›CERITY PARTNERS LLC

CERITY PARTNERS LLC

Advisory

N·NEW YORK, NY

Data as of Jul 13, 2026 · Source: SEC Form ADV

Total AUM

$161.7B

1-Year AUM Growth

+52.5%

3-Year CAGR

+40.1%

Employees

1,102

Assets Under Management

Total AUM$161.7B

Discretionary AUM$145.7B

Non-Discretionary AUM$16.0B

Discretionary %90.1%

Total Clients19,810

Team

Total Employees1,102

Investment Advisers1,529

Employee Growth (1Y)+78.2%

Filing History

Total Filings on Record70

First FilingOct 9, 2009

Latest FilingJul 13, 2026

🔒 Full AUM trend chart and 70 historical filings spanning 17+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on CERITY PARTNERS LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.