Cerity Partners LLC

Firm record

As recorded in SEC IAPD

Firm CRD

151559

SEC number

801-70719

Firm type

RIA

Assets under management

$161.7B as of Jun 26, 2026

Website

www.wakeleyfinancial.com ↗

Phone

212-850-4260

Address

99 Park Avenue, New York, NY, 10016

Advisors at this firm

492 in our index · page 1 of 10

• David Elliot AaronCRD 5191284 · New York, NY
  IA Registered
• Louis Pancoast AbelCRD 1556849 · Los Angeles, CA
  IA Registered
• Nicholas Alan AdamsCRD 8042572 · Cincinnati, OH
  IA Registered
• Gabriel Philippe AichholzerCRD 7994207 · New York, NY
  IA Registered
• Frederick Abels AllnerCRD 1645467 · Towson, MD
  IA Registered
• Joseph AmiconeCRD 6385955 · New York, NY
  IA RegisteredRegistration inactive
• Mark Justin AndersenCRD 4917818 · Boston, MA
  IA Registered
• Gary Hiromu ArakawaCRD 4143253 · Los Angeles, CA
  IA Registered
• Adam C ArmstrongCRD 5814082 · Boston, MA
  IA Registered
• Tabitha Ranae AsplingCRD 2675614 · Reno, NV
  IA Registered
• Barbara Carroll AttardoCRD 4665136 · Boston, MA
  IA Registered
• Ricardo Eduardo AzarlozaCRD 4149472 · Los Angeles, CA
  IA Registered
• Moises Abascal CarrascoCRD 8003817 · Baltimore, MD
  IA Registered
• Samuel Afari-AikinsCRD 6836317 · Boston, MA
  IA Registered
• Wyatt AllenCRD 7922413 · Chicago, IL
  IA Registered
• Miles Brandon AmodeoCRD 6846796 · Redwood City, CA
  IA Registered
• Kolbe Michelle BachmanCRD 8144827 · San Francisco, CA
  IA Registered
• Ian Stephen BaiCRD 6490306 · New York, NY
  IA Registered
• Jonathan Larson BartfeldCRD 6494958 · Sonoma, CA
  IA Registered
• John Patrick BasfordCRD 2515074 · Bloomfield Hills, MI
  IA Registered
• William Calvin BeattieCRD 4004028 · New York, NY
  IA RegisteredRegistration inactive
• Laurie Adams BelewCRD 5095121 · Midland, TX
  IA Registered
• Manya BhutaniCRD 7991566 · Los Altos, CA
  IA Registered
• Allison Sullivan BlackCRD 2576121 · Greenbrae, CA
  IA Registered
• Devin Mowry BluemlingCRD 7272409 · Pittsburgh, PA
  IA RegisteredRegistration inactive
• Andrew Colin BlumenthalCRD 4988316 · New York, NY
  IA Registered
• Charlotte Elizabeth BradleyCRD 6514874 · Jacksonville, FL
  IA RegisteredRegistration inactive
• Jason Kyle BrangersCRD 2796540 · Louisville, KY
  IA Registered
• John Gerard BratschiCRD 1966087 · Boston, MA
  IA Registered
• Jennette J BrilliantCRD 4667433 · Greenwich, CT
  IA Registered
• Alec Christian BroughtonCRD 6810400 · Louisville, KY
  IA Registered
• Stephanie L BroughtonCRD 5705550 · Louisville, KY
  IA Registered
• Jared Matthew BrownCRD 7836329 · Louisville, KY
  IA Registered
• Dustin Elliott BruttonCRD 5411846 · Scottsdale, AZ
  IA RegisteredRegistration inactive
• Kevin Dennis BuckleyCRD 4892812 · New York, NY
  IA Registered
• Erica Edwards BunnellCRD 5734182 · Chicago, IL
  IA Registered
• Joseph Thomas BurbellaCRD 6115628 · New York, NY
  IA RegisteredRegistration inactive
• Craig Barton BurgerCRD 2554235 · Los Angeles, CA
  IA Registered
• Christopher James BurrowsCRD 4982398 · New York, NY
  IA Registered
• Laurie Beth BairdCRD 7425271 · Louisville, KY
  IA Registered
• Justin Curtis BarleyCRD 6927967 · Louisville, KY
  IA Registered
• Steven Clay BeckCRD 6720977 · Louisville, KY
  IA Registered
• Andrew Ryan BlazerCRD 7874605 · Cincinnati, OH
  IA Registered
• Kevin Michael BoddyCRD 6882292 · Louisville, KY
  IA Registered
• Douglas A BonaquistCRD 4050800 · New York, NY
  IA RegisteredRegistration inactive
• Lily BoultinghouseCRD 7556210 · Bowling Green, KY
  IA Registered
• Adam Patrick BowersCRD 6975236 · Boston, MA
  IA RegisteredRegistration inactive
• Kristin Cusimano BowserCRD 7478760 · Boston, MA
  IA Registered
• Brooklyn Nicole BrownCRD 7933806 · Indianapolis, IN
  IA Registered
• Sarah Jane BumsteadCRD 6753137 · Commerce Township, MI
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.