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 10 of 10

• Alexander Michael UrbanekCRD 6649378 · San Diego, CA
  IA Registered
• Andrew Joseph VerdeyenCRD 6406430 · Indianapolis, IN
  IA RegisteredRegistration inactive
• Joseph Newton Vet, Jr.CRD 4353995 · Albany, NY
  IA Registered
• Jaden Connor ViscontiCRD 7392925 · Boston, MA
  IA RegisteredRegistration inactive
• Evan James VulgamoreCRD 7995485 · New York, NY
  IA Registered
• Taynia Salafai VakapunaCRD 7724561 · West Jordan, UT
  IA Registered
• Mark Thomas ValickusCRD 7832371 · Boston, MA
  IA Registered
• Daniel J VignolaCRD 6813100 · New York, NY
  IA Registered
• Alex James WagnerCRD 5295586 · Austin, TX
  IA RegisteredRegistration inactive
• Michael Leon WaldridgeCRD 2570611 · Louisville, KY
  IA Registered
• Constance Thayer WalkerCRD 5251941 · New York, NY
  IA Registered
• Todd Joseph WalklettCRD 2306619 · Los Angeles, CA
  IA Registered
• Emma Kate WallaceCRD 8033273 · New York, NY
  IA Registered
• Brendan Thomas WalshCRD 4330572 · Albany, NY
  IA Registered
• Jason Andrew WatersCRD 5200034 · Louisville, KY
  IA Registered
• Kevin Edward WeaverCRD 4651950 · Austin, TX
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Brittany WebbCRD 6707065 · West Conshohocken, PA
  IA RegisteredRegistration inactive
• Tyler Keith WectawskiCRD 8287280 · New York, NY
  IA Registered
• Steven A WeintraubCRD 1157865 · Santa Barbara, CA
  IA Registered
• Lawrence Ben WeissmanCRD 1814659 · New York, NY
  IA Registered
• Matthew Albert WestfallCRD 5820319 · Louisville, KY
  IA Registered
• Steven Scott WilliamsCRD 4147927 · Irvine, CA
  IA RegisteredRegistration inactive
• Warren Brooks WilliamsonCRD 5936771 · Los Angeles, CA
  IA RegisteredRegistration inactive
• Brian WilsonCRD 7890860 · San Francisco, CA
  IA Registered
• Chad Frederick WingCRD 4190709 · Scottsdale, AZ
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Thomas Frederic WoodhouseCRD 2600569 · Boston, MA
  IA Registered
• Noah Daniel WaltonCRD 7868228 · Louisville, KY
  IA Registered
• Ben Charles WassomCRD 7773057 · Elizabethtown, KY
  IA Registered
• Matthew David WatkinsCRD 6756697 · Louisville, KY
  IA Registered
• Samuel WeiningCRD 7399767 · Louisville, KY
  IA RegisteredRegistration inactive
• Evelyn WestbyCRD 7973318 · San Diego, CA
  IA Registered
• Kyle P WestfallCRD 7395218 · Boston, MA
  IA Registered
• Elliot Lee WilliamsCRD 7787085 · Raleigh, NC
  IA Registered
• Clayton Lee WilloughbyCRD 7813144 · Louisville, KY
  IA Registered
• Olivia Bradberry WilsonCRD 7891840 · Indianapolis, IN
  IA RegisteredRegistration inactive
• Jon Andrew WingentCRD 7551340 · Los Angeles, CA
  IA Registered
• Jon P YankeeCRD 4253154 · Reston, VA
  IA Registered
• Peter Moon YoonCRD 6326901 · San Francisco, CA
  IA Registered
• Dustan A ZavatskyCRD 5988943 · San Jose, CA
  IA Registered
• Andrew J ZimmermanCRD 7263704 · Indianapolis, IN
  IA RegisteredRegistration inactive
• Robert ZimmermanCRD 7768743 · Westfield, NJ
  IA Registered
• Joseph William ZurschmiedeCRD 7311265 · Louisville, KY
  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.