Redwood City, CA 203 Redwood Shores Parkway Suite 510 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

203 Redwood Shores Parkway, Suite 510

Redwood City CA 94065

Advisors at this office

11

Advisors at this office

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Melody S

CFP®

Redwood City, CA

Cerity partners LLC

Melody Suehiro is a CFP® professional with seven years of industry experience. She is currently with Cerity Partners LLC, where she has worked since 2023, following positions at Galileo Planning Group and BNY Mellon. Cerity Partners advises a diverse clientele, 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 provides customized wealth management services, combining quantitative screening, manager selection, and direct security selection, 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

Albert H

CFP®

Redwood City, CA

Cerity partners LLC

Albert Hwang is a CFP® professional with two years of industry experience, currently serving as an advisor at Cerity Partners LLC. His prior work includes roles at Epitome Learning Center, Consilium Wealth Management, and BDO USA LLP. Cerity Partners advises a diverse clientele including individuals, families, business entities, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets as of December 2025. The firm provides customized wealth management services with an investment approach centered on client-specific profiles, combining quantitative screening, manager selection, and both third-party and direct security strategies, 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

Dieuthy G

CFP®, Series 65

Redwood City, CA

Cerity partners LLC

Dieuthy Guiley is a CFP® and Series 65 designated financial advisor at Cerity Partners LLC with four years of industry experience. He previously worked at Freestone Capital Management, Peninsula Wealth, Silicon Valley Bank, and Wells Fargo Bank. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, foundations, and institutional investors, managing approximately $166.2 billion in client assets as of the end of 2025. The firm offers customized wealth management services and combines proprietary quantitative screening, manager selection, and asset allocation 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

Jennifer E

CFA®, Series 63, Series 65

Redwood City, CA

Cerity partners LLC

Jennifer Ellison is a CFA® charterholder with 22 years of industry experience. She has been with Cerity Partners LLC since 2021 and previously worked for Bingham, Osborn & Scarborough, LLC for 20 years. Ellison serves as a representative on the PIMCO RIA Advisory Board, participating in discussions on investment solutions and services. Cerity Partners advises a diverse client base including individuals, families, institutions, and business entities, managing approximately $166.2 billion in client assets. The firm employs a client-specific investment approach that integrates quantitative screening, manager selection, and access to alternative and private market solutions.

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

Ana G

CFP®, Series 65

San Francisco, CA

Cerity partners LLC

Ana Galutera is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2023. She previously worked at Galileo Planning Group for 17 years and at Brownson, Rehmus & Foxworth, Inc. for four years. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, estates, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of December 2025. The firm offers customized wealth management services focused on client-specific investment profiles, combining quantitative screening and manager selection with access to alternative and private market solutions.

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

Minnie S

CFP®, Series 66

Redwood City, CA

Cerity partners LLC

Minnie Sanford is a CFP® and holds a Series 66 license with 27 years of industry experience. She is currently with Cerity Partners LLC, where she has worked since 2021. Her prior experience includes positions at Bingham, Osborn & Scarborough LLC and Bailard, Inc. Cerity Partners serves a diverse client base including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services with an investment approach focused on client-specific profiles, asset allocation, and access to alternative and private market solutions.

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

Chelsea S

Series 65

Redwood City, CA

Cerity partners LLC

Chelsea Salins is a financial advisor at Cerity Partners LLC with a Series 65 designation and one year of industry experience. Prior to joining Cerity Partners, she worked at Galileo Planning Group and held various roles in education and retail. 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 December 31, 2025. The firm offers customized wealth management services and combines proprietary investment strategies with third-party and direct security selection, while providing 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

Michelle S

CFP®, Series 66

Redwood City, CA

Cerity partners LLC

Michelle Soto is a CFP® and Series 66 professional with 22 years of industry experience. She currently serves at Cerity Partners LLC, where she has worked since 2021. Her prior experience includes roles at Bingham Osborn & Scarborough, LLC and Bailard, Inc. Outside of her advisory work, Soto is a board member and Investment Committee Chair for The Peninsula College Fund. Cerity Partners advises a diverse client base including individuals, families, trusts, estates, business entities, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm employs a customized wealth management approach centered on client-specific investment profiles, combining 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

Garrett G

Series 65

Redwood City, CA

Cerity partners LLC

Garrett Gillett is a financial advisor at Cerity Partners LLC with eight years of industry experience. He holds a Series 65 designation and has worked at Cerity Partners since 2021, following prior roles at B|O|S and Financial Engines Advisors L.L.C. Cerity Partners advises a diverse client base including individuals, families, institutions, and private funds, managing approximately $166.2 billion in client assets. The firm offers customized wealth management services that combine quantitative screening, manager selection, and access to alternative and private market solutions.

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

Miles A

CFP®, ChFC®, Series 65

Redwood City, CA

Cerity partners LLC

Miles Amodeo is a CFP®, ChFC®, and Series 65-licensed financial advisor with nine years of industry experience. He currently works at Cerity Partners LLC and previously held roles at Bordeaux Wealth Advisors and Hayashi Wayland Investment Services. Cerity Partners advises a diverse client base including high-net-worth individuals, families, institutions, and business entities, managing approximately $166.2 billion in client assets as of December 2025. The firm offers customized wealth management services that combine proprietary quantitative methods with 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

Ryan F

CFP®

Redwood City, CA

Cerity partners LLC

Ryan Ford is a CFP® professional currently with Cerity Partners LLC, based in Redwood City, CA, with three years of industry experience. He began his career at B|O|S, where he worked for five years before a six-year period away from the industry. Ryan has been with Cerity Partners since 2026. Cerity Partners advises a diverse range of clients, including high-net-worth individuals, families, trusts, business entities, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets as of the end of 2025. The firm offers customized wealth management services and employs an investment framework centered on client-specific profiles and asset allocation, with access to alternative and private market solutions for qualified clients.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired
View complete list of advisors at this office
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