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CERITY PARTNERS LLC

NEW YORK, NY · CRD 151559 · IAPD ↗ · wakeleyfinancial.com · 212-850-4260

$161.68BRegulatory AUM
1102Advisory reps
1529Employees
53Clients
More than 500Planning clients
10Private funds
53States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — CERITY PARTNERS LLC added office(s): 55 -> 66 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
66
April 2026 — CERITY PARTNERS LLC reported RAUM up 32% ($122.85B -> $161.68B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
85
April 2026 — CERITY PARTNERS LLC grew from 862 to 1102 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
April 2025 — CERITY PARTNERS LLC added office(s): 42 -> 55 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2025 — CERITY PARTNERS LLC reported RAUM up 52% ($80.57B -> $122.85B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
85
April 2025 — CERITY PARTNERS LLC grew from 704 to 862 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
April 2024 — CERITY PARTNERS LLC added office(s): 29 -> 42 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2024 — CERITY PARTNERS LLC reported RAUM up 51% ($53.33B -> $80.57B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
85
April 2024 — CERITY PARTNERS LLC grew from 395 to 704 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.