CERITY PARTNERS LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $161.68B |
| Discretionary | $145.72B90% of AUM |
| Non-Discretionary | $15.96B |
| Client Accounts | 26,230 |
| Avg Account Size | $6.2M |
| Employees | 1,529 |
| Peak AUM | $161.68BMar 2026 |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $161.7B | +31.6% | +44.7% | +44.3% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $161.68B |
| Discretionary | $145.72B |
| Employees | 1529 |
| Client Accounts | 26230 |
| Client Range | More than 500 |
Contact & Location
Address
99 PARK AVENUE
NEW YORK NY 10016
Phone
212-850-4260
Filing History
79 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed FeesPerformance Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Portfolio Mgmt (Institutional)Pension ConsultingAdviser SelectionPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$145.7B
90.1% of AUM
Non-Discretionary
$16.0B
9.9% of AUM
Disc. mix ▲ 4.9pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Non-US Client AUM
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Related Entities (Item 7)
Broker-DealerInvestment AdviserInsurance CompanyPension ConsultantLaw Firm