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- Custodian
- Charles Schwab & Company · Fidelity/NFS · JP Morgan
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 10-22-2009
- Office Locations
- 111
Office Locations
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.
Reported data analysis
What the numbers show
Between October 31, 2025 and July 13, 2026, reported AUM increased 31.6%, from $122.8B to $161.7B.
Across 5 reported observations, AUM increased 261.9% between December 1, 2022 and July 13, 2026, from $44.7B to $161.7B.
Of the latest reported AUM, 90.1% is discretionary and 9.9% is non-discretionary.
The firm reports 1,102 advisory representatives and 26,283 clients, or 23.9 clients per representative. That equates to $6.2M in reported AUM per client.
The profile lists 111 reported office locations and 16 years in operation. The source data was last updated on July 13, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
KEVIN DAVID HILDEN
President
- CRD
- --
- Ownership
- Less than 5%
ROBERT JASON JEFFERS
Chief Operations Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 7 owners & executives
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DAVID ELLIOT AARON
Partner & Practice Leader
- CRD
- #5191284
Moises Abascal Carrasco
--
- CRD
- #8003817
Showing 2 of 739 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
Cerity Partners LLC has reported separately managed account data across 9 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Cerity Partners LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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