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 8 of 10

• Thomas Hightower ReganCRD 7926021 · Reston, VA
  IA Registered
• Ryan Scott ReiffCRD 7509842 · Santa Barbara, CA
  IA Registered
• Thomas Henry RichardsonCRD 2830881 · Fort Worth, TX
  IA RegisteredRegistration inactive
• William John RichardsonCRD 7989488 · Lafayette, CA
  IA Registered
• Marianne Shakira RodriguezCRD 6345540 · New York, NY
  IA RegisteredRegistration inactive
• Daniel A RojasCRD 6830008 · Indianapolis, IN
  IA RegisteredRegistration inactive
• Ryan George RosmarinCRD 6968402 · Albany, NY
  IA RegisteredRegistration inactive
• Veronica RubioCRD 4599158 · San Francisco, CA
  IA RegisteredRegistration inactive
• Alexandera Minna RudishCRD 7429188 · New York, NY
  IA Registered
• Jacob Cooper RudyCRD 7907145 · Raleigh, NC
  IA Registered
• Kevin Patrick RabbittCRD 4555132 · Saratoga Springs, NY
  IA RegisteredBroker
• Luke Richard RameyCRD 6658220 · Cincinnati, OH
  IA RegisteredRegistration inactive
• Tanner RedmonCRD 8003921 · Bowling Green, KY
  IA Registered
• Alexandria Grace ReevesCRD 7307682 · Louisville, KY
  IA Registered
• Jill Allison ReiterCRD 7675775 · Bardstown, KY
  IA Registered
• Blas Timothy Rementeria-LeeCRD 7337423 · New York, NY
  IA RegisteredRegistration inactive
• Alissa Jade RennackerCRD 6911529 · Santa Barbara, CA
  IA Registered
• Brady Thomas ReynoldsCRD 7689922 · Elizabethtown, KY
  IA RegisteredRegistration inactive
• Matthew RichardsonCRD 7813980 · Boston, MA
  IA RegisteredRegistration inactive
• Jeremy Isaac RobbinsCRD 7339128 · Denver, CO
  IA Registered
• Derek Marcus RogersCRD 7386934 · Louisville, KY
  IA RegisteredRegistration inactive
• William Allen RohrCRD 6880902 · New York, NY
  IA Registered
• Anthony RosettiCRD 5441368 · Boca Raton, FL
  IA RegisteredRegistration inactive
• Jason Charles RothmanCRD 7385624 · Boston, MA
  IA Registered
• Shannon Garrick Brandon RozairoCRD 7049927 · Portland, OR
  IA Registered
• Hannah Grace RutledgeCRD 7947742 · Louisville, KY
  IA Registered
• Kim Carla SabaCRD 1848586 · Albany, NY
  IA Registered
• Sherman Solis SalangadCRD 5486401 · San Francisco, CA
  IA Registered
• Jorge Ivan SalazarCRD 6357426 · Chicago, IL
  IA Registered
• Chelsea James SalinsCRD 8022803 · Redwood City, CA
  IA Registered
• Steven Philip SaundersCRD 5953911 · Bend, OR
  IA Registered
• Adam Lucien SauriCRD 6138547 · Rockville, MD
  IA Registered
• Isabel Rosen ScharmerCRD 2712568 · Boston, MA
  IA RegisteredRegistration inactive
• James Frederick SchlagerCRD 1944421 · El Segundo, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Theodore David SchneiderCRD 6517077 · Westfield, NJ
  IA Registered
• Steven Douglas SchonemanCRD 1820582 · Chicago, IL
  IA Registered
• Michael Ashley SchulmanCRD 5044091 · El Segundo, CA
  IA RegisteredRegistration inactive
• Karin Amtmann SchultzCRD 6044300 · Rockville, MD
  IA Registered
• Jean Stassi Harrell SchwarzCRD 2151747 · Richmond, VA
  IA Registered
• Matthew Colin SerkesCRD 7370570 · New York, NY
  IA Registered
• Carson Michael ShadowenCRD 3239478 · Indianapolis, IN
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Mary ShahianCRD 2771593 · Boston, MA
  IA Registered
• Harry Ronald ShamlianCRD 4353846 · Albany, NY
  IA RegisteredRegistration inactive
• Robert Charles ShierCRD 2198996 · Costa Mesa, CA
  IA Registered
• Jennifer Elaine ShinnCRD 6381886 · Santa Barbara, CA
  IA Registered
• Robert Brady SiegristCRD 2970501 · Denver, CO
  IA Registered
• Aaron Edward SimmonsCRD 7911012 · Santa Barbara, CA
  IA Registered
• Jason Ashley SimpsonCRD 6456468 · Bowling Green, KY
  IA Registered
• Gideon Luke SimsCRD 7902363 · Raleigh, NC
  IA Registered
• Monique V. SinmaoCRD 4260635 · Rockville, MD
  IA RegisteredRegistration inactive

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.