Cerity Partners is a prominent independent wealth management firm headquartered in New York City, with a national presence across 35 U.S. states. Established in 2009 as HPM Partners and later rebranded in 2019, Cerity offers comprehensive, fiduciary-based financial services to high-net-worth individuals, families, business owners, corporations, and nonprofit organizations .

The firm provides a wide array of services, including investment advisory, estate and tax planning, insurance, risk management, and retirement solutions. Cerity is particularly noted for its specialized support for women, business owners, and professionals in fields such as law, medicine, and dentistry . In 2024, Cerity expanded its capabilities by merging with Agility, an outsourced chief investment officer (OCIO) firm, bringing its assets under advisement to nearly $100 billion .

With over 1,000 professionals, Cerity has been recognized among the top Registered Investment Advisors (RIAs) in the United States. The firm’s growth is supported by private equity firm Genstar Capital and is driven by both organic expansion and strategic acquisitions .

Cerity Partners’ commitment to objective, fiduciary-driven advice and its comprehensive service offerings make it a leading choice for clients seeking personalized financial guidance.