|
⚲
|
| Cerity Partners Retirement Plan Advisors LLC
✚
|
|
|---|---|
| CRD # | 164198 |
| SEC # | 801-76705 |
| CIK # | 0002128338 |
| AUM | $40.3 B (2026-04-21) |
| Employees | 193 (79% Investors, 0% Brokers) |
| Phone | 212-850-4260 |
| Address | 99 Park Avenue New York, NY 10016 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 821 | 31.9 |
| (h) Charitable organizations | 20 | 3.4 |
| (i) State or municipal government entities | 4 | 0.1 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 4.8 |
| (n) Other | 0 | 0.0 |
| Total | 914 | 40.3 |
| By Discretionary | ||
| Discretionary | 572 | 17.0 |
| Non-Discretionary | 342 | 23.2 |
| Total | 914 | 40.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 40.3 | |
| Total | 914 | 40.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002128338] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Cerity Partners LLC
✚
|
NY | 161.7 |
|
Cerity Partners Retirement Plan Advisors LLC
✚
|
NY | 40.3 |
|
BAJA Wealth Advisors LLC
✚
|
NY | 0.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Hilltop Securities Asset Management LLC
✚
|
TX | 37.7 |
|
Oneamerica Asset Management LLC
✚
|
IN | 24.4 |
|
Record Currency Management US Inc
✚
|
NY | 19.7 |
|
Wertz York Capital Management Group LLC
✚
|
FL | 18.2 |
|
Morgan Stanley Institutional Investment Advisors LLC
✚
|
CO | 14.7 |
|
Catalyst Capital Advisors LLC
✚
|
PR | 10.3 |
|
Alliant Retirement Services LLC
✚
|
GA | 7.4 |
|
NPPG Plan Professionals LLC
✚
|
NJ | 6.3 |
|
LM Capital Group LLC
✚
|
CA | 6.1 |
|
Newport Group Consulting LLC
✚
|
FL | 5.1 |