$161.7B Total AUM
$145.7B Disc. AUM
44.4% 3Y CAGR
1,529 Employees
26,283 ADV. Clients
16 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · JP Morgan
- Clients
- Retail and Institutional
- Platforms
- Meridian valueTimber +more
- Established Date
- 10-22-2009
- Office Locations
- 111
Office Locations
1 Sansome Street Suite 3500 SAN Francisco CA
100 Front Street, Suite 940 West Conshocken PA
100 Shoreline Highway Suite B-101 Mill Valley CA
About Cerity Partners LLC
Cerity Partners is an independent wealth management and RIA firm providing financial planning, tax planning/prep, investment management, and retirement plan solutions for individuals and families, business owners and corporate benefits leaders, and nonprofit finance committees. Portfolios include ETFs, mutual funds, fixed income and alternatives. Recent mergers with SOL Capital Management and Austin Private Wealth expand its presence in Maryland and Austin; custody includes Schwab and Fidelity.
Team overview
43 AVG AGE
$146.7M AVG AUM / ADVISOR
$6.2M AVG AUM / CLIENT
2.6 yrs AVG TENURE
1,529 Employees
1,102 Advisory Reps
663 RIA Reps
16yrs Firm Age
Insights
Premium access reveals conviction themes in meridian capital wave.
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Asset Classes
Radial Eagle Crest element Horizon summit Oak signal Legacy harbor Momentum Timber glacier Wave horizon Glacier timber Insight north Eagle delta
Client Personas
Eagle foundation Wave oak Momentum ridge
CRM
Vector
Custodian
Quantum Eagle delta Capital Glacier momentum Foundation Harbor Crest quantum Meridian Legacy unison Glacier element Prime summit Meridian catalyst Horizon insight Alpha Element Beacon Summit Ember Vital north Fusion Pathway element Horizon Focus Vital signal
Fund Managers
Crest value
Investment Themes
Summit crest Capital Pioneer Beacon north Radial summit Timber
Investment Vehicles
Catalyst atlas Insight vector Beacon signal
Platform
Horizon optima Vertex Signal quantum Horizon insight
Services
Vertex ember Crest Radial Ember Radial matrix Legacy Glacier frontier Pathway Fusion vector Capital element Radial optima Delta optima
Technology
Bridge Bridge Harbor summit Ridge Momentum zenith Meridian Pioneer Prime alpha
Owner & Executives
KEVIN DAVID HILDEN
President
- CRD
- --
- Ownership
- Less than 5%
(627) 645-5344
optima.element@vertexcapital.com
in linkedin.com/in/quantum-oak
R
ROBERT JASON JEFFERS
Chief Operations Officer
- CRD
- --
- Ownership
- Less than 5%
(970) 887-8365
crest.catalyst@peakcapital.com
in linkedin.com/in/peak-horizon
N
North beacon
North vital
- CRD
- #18870
- Ownership
- 36.5%
(729) 631-6910
legacy.momentum@harborcapital.com
in linkedin.com/in/momentum-focus
Showing 2 of 7 owners & executives
Unlock allContacts
DAVID ELLIOT AARON
Partner & Practice Leader
- CRD
- #5191284
(874) 533-3693
catalyst.fusion@glaciercapital.com
in linkedin.com/in/legacy-delta
M
Moises Abascal Carrasco
--
- CRD
- #8003817
(470) 960-6703
meridian.vertex@focuscapital.com
in linkedin.com/in/legacy-signal
T
Timber north
Delta catalyst vector
- CRD
- #96348
(250) 242-9925
radial.delta@capitalcapital.com
in linkedin.com/in/focus-vector
Showing 2 of 725 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $145,715,140,959 | $5,715,440 |
| Non-Discretionary | $15,960,383,182 | $21,714,807 |
| Total | $161,675,524,141 | $6,163,764 |
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Separately Managed Accounts
Total SMA Asset: $155,579,022,773
Public Funds:
7.0% Equity - Exchange:
13.5% Private Funds:
10.6% Cash:
12.5% Municipal Bonds:
6.6% U.S. Government/Agency:
17.3% Corporate - Investment Grade:
17.4% Other:
15.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $275,938,441 | 7.0% |
| Equity - Exchange | $532,166,993 | 13.5% |
| Private Funds | $417,849,639 | 10.6% |
| Cash | $492,747,216 | 12.5% |
| Municipal Bonds | $260,170,530 | 6.6% |
| U.S. Government/Agency | $681,962,147 | 17.3% |
| Corporate - Investment Grade | $685,904,124 | 17.4% |
| Other | $595,238,637 | 15.1% |
| Total | $3,941,977,727 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| TIMBER HARBOR VALUE | WAVE CAPITAL | NSU22E86O | HZZ | 9.53% | $48,089,087 |
| ZENITH QUANTUM | GLACIER EMBER | R70CIN1WA | SZA | 9.55% | $111,008,238 |
| FOUNDATION CREST | FRONTIER VECTOR | IFT7VZFLB | RVGT | 10.58% | $68,177,137 |
| VERTEX DELTA CAPITAL | PRIME OAK | HK0ATEUK1 | KYX | 4.48% | $10,741,400 |
| VERTEX SUMMIT | QUANTUM PIONEER | SD0102IEU | FKUD | 9.88% | $86,322,201 |
| VECTOR DELTA | UNISON CATALYST | 711O114MB | PAL | 6.45% | $45,512,077 |
| FRONTIER OAK | PRIME RIDGE | MFBSDO9WR | ZHIGM | 2.19% | $17,282,964 |
| NORTH FOCUS GLACIER | VITAL DELTA | 4RN0P9N69 | KHDX | 1.00% | $13,624,713 |