Plano, TX Office

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.