That move will expand Cerity’s tax advisory services and add 46 employees to the firm. In April, it acquired Denver-based Agility, owned by Perella Weinberg Partners Capital Management ...

Cerity Partners today announced that it is merging with Prio Wealth, a Boston-based wealth management firm with $4.1 billion in assets under management. The partnership, which the release said ...

Independent wealth giant Cerity Partners is now officially on the 2025 M&A board as it lands a new multibillion-dollar partner firm in a key New England market. On Thursday, the firm announced its ...