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| Cerity Partners Retirement Plan Advisors LLC
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|---|---|
| CRD # | 164198 |
| SEC # | 801-76705 |
| CIK # | |
| AUM | $19.0 B (2025-05-27) |
| Employees | 87 (78% Investors, 0% Brokers) |
| Phone | 212-850-4260 |
| Address | 99 Park Avenue New York, NY 10016 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 619 | 18.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 3 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 622 | 19.0 |
| By Discretionary | ||
| Discretionary | 435 | 4.1 |
| Non-Discretionary | 187 | 14.9 |
| Total | 622 | 19.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 19.0 | |
| Total | 622 | 19.0 |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Cerity Partners LLC
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|
NY | 122.8 |
|
Cerity Partners Retirement Plan Advisors LLC
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|
NY | 19.0 |
|
BAJA Wealth Advisors LLC
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|
NY | 0.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
SVB Asset Management
✚
|
CA | 33.0 |
|
Hilltop Securities Asset Management LLC
✚
|
TX | 31.7 |
|
Oneamerica Asset Management LLC
✚
|
IN | 26.2 |
|
Record Currency Management US Inc
✚
|
NY | 17.4 |
|
Wertz York Capital Management Group LLC
✚
|
FL | 15.7 |
|
Morgan Stanley Institutional Investment Advisors LLC
✚
|
CO | 8.9 |
|
Eventide Asset Management LLC
✚
|
MA | 6.4 |
|
LM Capital Group LLC
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|
CA | 5.8 |
|
NPPG Plan Professionals LLC
✚
|
NJ | 4.5 |
|
Alliant Retirement Services LLC
✚
|
GA | 4.5 |