Houston, TX Office

Team
Updated today
Cerity partners LLC logo

Cerity partners LLC

Enterprise

Firm-wide stats for Cerity partners LLC

Total advisors

772

Across 92 offices

Clients per advisor

32 Very Low

Avg AUM per client

$4,574,620 Very High

HNW client ratio

58% Very High

About

Cerity Partners advises a broad client base — individuals (including high‑net‑worth and ultra‑high‑net‑worth clients), families, trusts, estates, business entities and their employees, charitable institutions, foundations, endowments, private funds, pooled investment vehicles and other institutional investors — and, as of December 31, 2025, reported advising approximately $166.2 billion in client assets. The firm provides customized wealth management services including discretionary and non‑discretionary investment management, financial planning, retirement plan consulting, tax services and insurance placement (some of which are provided through affiliates).

The firm’s investment framework centers on client‑specific Investment Profiles and asset allocation, combining proprietary quantitative screening, manager selection and periodic rebalancing with both third‑party strategies and direct security selection where appropriate. For Qualified Clients it also structures access to alternative and private market solutions — including PMAI, a PDI Program with SPV series under PMOF, and co‑investment vehicles — while offering OCIO services and periodic use of performance‑based fee arrangements.

Compared with many large peers, Cerity Partners explicitly serves investment company clients and operates a suite of affiliated businesses (for example, a private markets platform and SPV structure, a venture unit, a state‑registered insurance agency, an affiliated broker‑dealer and a tax services affiliate), which expand in‑house service options but create additional conflicts that the firm discloses (including fee‑sharing arrangements with third parties such as BlueArc and a strategic equity and referral relationship with Nasdaq Private Market). These affiliated offerings can result in access to customized private investments and co‑investment allocations not commonly available from other enterprise advisers, and the firm’s brochure highlights related allocation, valuation and revenue‑sharing governance and disclosure practices for prospective clients to review.

Based on Cerity partners LLC

Expertise

Retirement plans for business owners (SEP, solo 401k)

Based on Cerity partners LLC

Occupation focus

Founder/Business Owner Executive Retired

Based on Cerity partners LLC

Location

4900 Woodway, Suite 550

Houston TX 77056

Advisors at this office

7

Advisors at this office

user avatar

Mark J

Series 65

Houston, TX

Cerity partners LLC

Mark Johnson is a Series 65-licensed financial advisor with four years of industry experience. He is currently with Cerity Partners LLC and previously worked at Aspiriant Independent Wealth Management, Presidio Wealth Partners/Hightower Advisors, and Durbin Bennett Private Wealth Management/Maslow Wealth Advisors. Earlier in his career, he was involved with a baseball academy and has experience outside finance in that area. Cerity Partners advises a diverse client base including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets. The firm offers customized wealth management services and employs an investment approach centered on client-specific profiles, quantitative screening, and both third-party and direct security selection, with additional access to alternative and private market solutions for qualified clients.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired
user avatar

Nahif C

Series 65

Houston, TX

Cerity partners LLC

Nahif Chowdhury is a financial advisor with Cerity Partners LLC in Houston, TX, holding a Series 65 designation and four years of industry experience. He previously worked at Fisher Investments for six years and was employed at Walmart prior to his advisory career. Cerity Partners serves a diverse client base including high-net-worth individuals, families, institutions, and private funds, offering customized wealth management solutions such as investment management, financial planning, retirement consulting, tax services, and insurance placement. The firm integrates proprietary quantitative methods with third-party strategies and direct security selection, providing access to alternative investments and co-investment opportunities for qualified clients.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired
user avatar

Charles M

CFP®, Series 65

Houston, TX

Cerity partners LLC

Charles Mcrae III is a CFP® with nine years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2022. Prior to joining Cerity Partners, he worked at Autumn Lane Advisors, LLC and Investec Wealth Strategies. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets. The firm offers customized wealth management services and employs an investment approach centered on client-specific profiles, combining quantitative screening, manager selection, and direct security selection with access to alternative and private market solutions.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired
user avatar

Daniel G

CFP®, Series 63, Series 65

Houston, TX

Cerity partners LLC

Daniel Goott is a CFP® professional with 26 years of industry experience, currently serving at Cerity Partners LLC. He has held roles at Investec Asset Management Group since 2003 and worked at Prudential Equity Group from 1999 to 2003. In addition to his advisory work, he serves as Executive Vice President at Investec Asset Management Group, focusing on the sale and monitoring of fixed insurance products. Cerity Partners advises a diverse client base including individuals, families, business entities, charitable institutions, and various institutional investors, managing approximately $166.2 billion in assets as of December 2025. The firm offers customized wealth management services with an investment approach based on client-specific profiles, asset allocation, and access to alternative and private market solutions through affiliated businesses.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired
user avatar

John G

CFP®, Series 63

Houston, TX

Cerity partners LLC

John Goott is a CFP® professional with 24 years of industry experience. He is currently with Cerity Partners LLC and Cerity Partners Retirement Plan Advisors, where he has worked since 2022. Prior to that, he spent 21 years at Investec Wealth Strategies and has been involved with Investec Asset Management Group since 1984, where he holds the role of President in a non-investment capacity related to fixed insurance products. Cerity Partners advises a diverse client base, including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in assets as of the end of 2025. The firm offers customized wealth management services using a client-specific investment framework that integrates quantitative screening, manager selection, and access to alternative and private market solutions through affiliated businesses.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired
user avatar

Douglas G

CFP®, Series 65

Houston, TX

Cerity partners LLC

Douglas Garrison is a CFP® professional with 15 years of industry experience, currently serving at Cerity Partners LLC since 2022. Prior to this, he spent over a decade with Investec Asset Management Group, Inc. and Investec Wealth Strategies. He holds a Series 65 license and is based in Houston, TX. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, and institutional investors, managing approximately $166.2 billion in client assets as of the end of 2025. The firm offers customized wealth management services through a client-specific investment framework that combines quantitative screening, manager selection, and direct security selection, along with access to alternative and private market solutions for qualified clients.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired
user avatar

Kirsten W

Series 65

Houston, TX

Cerity partners LLC

Kirsten Williams is a financial advisor at Cerity Partners LLC with a Series 65 designation and one year of industry experience. Prior to joining Cerity Partners in 2026, she worked at Heb for four years and has a background that includes education and service in the hospitality sector. Cerity Partners advises a diverse range of clients, including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of December 2025. The firm offers customized wealth management services and employs an investment framework that integrates proprietary quantitative screening, third-party strategies, and direct security selection, with specialized access to alternative and private market solutions for qualified clients.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired
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