Rockville, MD 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

111 Rockville Pike

Rockville MD 20850

Advisors at this office

14

Advisors at this office

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Christopher V

Series 65

Rockville, MD

Cerity partners LLC

Christopher Virgili is a financial advisor at Cerity Partners LLC with a Series 65 credential. He has experience working at Sol Capital Management Co., Freedom Mortgage, Otters on the Green, and Exleys Landscaping. Virgili has been with Cerity Partners since 2026. Cerity Partners advises a diverse client base including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of the end of 2025. The firm’s investment approach combines customized investment profiles, proprietary quantitative screening, and access to alternative and private market solutions, supported by a suite of affiliated businesses that enhance its service offerings.

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

Series 65

Rockville, MD

Cerity partners LLC

Brett Somerville is a financial advisor at Cerity Partners LLC with a Series 65 credential and three years of industry experience. He previously worked at SOL Capital Management Company and Cartica Management. Cerity Partners advises a diverse range of clients, including high-net-worth individuals, families, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets as of December 2025. The firm offers customized wealth management services and access to alternative and private market solutions through a combination of quantitative screening, manager selection, and direct security selection.

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

Rockville, MD

Cerity partners LLC

Samuel Sandler is a financial advisor at Cerity Partners LLC with 35 years of industry experience. He previously worked at SOL Capital Management Company for 38 years before joining Cerity Partners in 2026. Cerity Partners serves a broad range of clients, including high-net-worth individuals, families, institutions, and business entities, providing customized wealth management services such as investment management, financial planning, retirement consulting, tax services, and insurance placement. The firm’s investment approach combines client-specific profiles with 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
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Joming C

CFA®

Rockville, MD

Cerity partners LLC

Joming Chiang is a CFA® charterholder with two years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. Prior to joining Cerity Partners in 2026, he worked at SOL Capital Management Company, Universal Investment, DWS, and Blackrock. Cerity Partners advises a diverse client base including individuals, families, trusts, business entities, charitable institutions, and institutional investors, managing approximately $166.2 billion in assets. The firm offers customized wealth management services and employs an investment framework that emphasizes client-specific profiles, quantitative analysis, and access to alternative and private market solutions.

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

Karin S

Series 65

Rockville, MD

Cerity partners LLC

Karin Schultz is a Series 65-licensed financial advisor at Cerity Partners LLC with 14 years of industry experience. She spent 21 years at SOL Capital Management Company before joining Cerity Partners in 2026. 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 that integrate proprietary investment frameworks with access to alternative and private market solutions.

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

Rajmiel O

Rockville, MD

Cerity partners LLC

Rajmiel Odinec is a financial advisor at Cerity Partners LLC with 35 years of industry experience. He previously worked at SOL Capital Management Company for 36 years before joining Cerity Partners in 2026. Cerity Partners advises a diverse client base including individuals, families, estates, business entities, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets as of December 2025. The firm offers customized wealth management services using a combination of proprietary quantitative tools, third-party strategies, 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

Sergio C

Series 65

Rockville, MD

Cerity partners LLC

Sergio Contijoch is a financial advisor at Cerity Partners LLC with a Series 65 credential. He has one year of experience at Cerity Partners, following eight years at SOL Capital Management Company. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, foundations, and institutional investors, managing approximately $166.2 billion in assets. The firm offers customized wealth management services and employs a client-specific investment approach that includes proprietary 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

Maria C

Series 65

Rockville, MD

Cerity partners LLC

Maria Camp is a financial advisor with Cerity Partners LLC and holds a Series 65 designation. She has 20 years of industry experience, including a 23-year tenure at SOL Capital Management Company prior to joining Cerity Partners in 2026. Outside of her advisory work, she is the owner of ANGIEMPAINTS LLC, where she creates and sells artwork. 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 the end of 2025. The firm offers customized wealth management services with an investment approach centered on client-specific profiles and asset allocation, combining quantitative screening, manager selection, and both third-party and direct security strategies.

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

Rahm D

Series 65

Rockville, MD

Cerity partners LLC

Rahm Dvir is a financial advisor at Cerity Partners LLC with 14 years of industry experience. He holds a Series 65 designation and previously worked for SOL Capital Management Company from 2004 to 2025. Cerity Partners advises a broad client base including individuals, families, trusts, estates, business entities, charitable institutions, foundations, endowments, private funds, and institutional investors. The firm provides customized wealth management services and employs an investment framework based on client-specific profiles and asset allocation, integrating proprietary quantitative methods, manager selection, and direct security selection.

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

Marcus O

Series 65

Rockville, MD

Cerity partners LLC

Marcus Odinec is a financial advisor at Cerity Partners LLC with 13 years of industry experience and holds a Series 65 credential. Prior to joining Cerity Partners in 2026, he worked for 12 years at SOL Capital Management Company. Cerity Partners advises a diverse client base including individuals, families, trusts, estates, business entities, charitable institutions, and institutional investors. The firm offers customized wealth management services that integrate proprietary 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

Monique S

Series 63, Series 65

Rockville, MD

Cerity partners LLC

Monique Sinmao is a financial advisor at Cerity Partners LLC with 14 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at SOL Capital Management Company, Pontoro, and Marlo. Cerity Partners advises a diverse client base including individuals, families, trusts, business entities, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services and employs a client-specific investment framework that incorporates 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

Manfred K

Series 65

Rockville, MD

Cerity partners LLC

Manfred Klee Saieh is a financial advisor at Cerity Partners LLC with one year of industry experience. He holds the Series 65 designation and has previously worked at SOL Capital Management Company and the United Nations Development Programme. Cerity Partners advises a diverse client base including individuals, families, trusts, business entities, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets as of December 2025. The firm offers customized wealth management services and employs a client-specific investment framework that integrates quantitative screening, manager selection, and direct security selection, alongside 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

Moises A

Series 65

Baltimore, MD

Cerity partners LLC

Moises Abascal Carrasco is a Series 65-licensed financial advisor with one year of experience, currently with Cerity Partners LLC. He previously worked at SOL Capital Management Company for seven years and TD Bank for two years. Cerity Partners advises a diverse client base including individuals, families, trusts, institutions, and private funds, managing approximately $166.2 billion in assets as of the end of 2025. The firm offers customized wealth management services, combining quantitative screening and manager selection with access to alternative and private market investments.

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

Adam S

CFP®, CFA®, Series 65

Rockville, MD

Cerity partners LLC

Adam Sauri is a financial advisor at Cerity Partners LLC with 13 years of industry experience. He holds the CFP®, CFA®, and Series 65 designations. Prior to joining Cerity Partners in 2026, he worked for SOL Capital Management Company from 2012 to 2025. Cerity Partners advises a diverse client base including individuals, families, trusts, business entities, 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 employs an investment framework centered on client-specific profiles, utilizing proprietary 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
View complete list of advisors at this office
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