Cerity Partners Retirement Plan Consultants

Firm record

As recorded in SEC IAPD

Firm CRD

164198

SEC number

801-76705

Firm type

RIA

Assets under management

$40.3B as of Apr 21, 2026

Website

www.linkedin.com/company/cerity-partners ↗

Phone

212-850-4260

Address

99 Park Avenue, New York, NY, 10016

Advisors at this firm

54 in our index · page 1 of 2

• Christopher K I AkamineCRD 4905284 · Mill Valley, CA
  IA Registered
• James L AlexanderCRD 5718392 · Wheaton, IL
  IA RegisteredRegistration inactive
• Christopher Francis ArotinCRD 5544028 · Denver, CO
  IA Registered
• Anthony J. BasallaCRD 5757317 · Cleveland, OH
  IA Registered
• Erica Marie CameronCRD 5320592 · Cleveland, OH
  IA Registered
• Joshua Francis CarrollCRD 6346780 · San Jose, CA
  IA RegisteredRegistration inactive
• Zachary Q. CarverCRD 7621629 · Raleigh, NC
  IA Registered
• Jonathan Brayden ColbertCRD 7951954 · Louisville, KY
  IA Registered
• Wesley Garrett CollardCRD 6308941 · Louisville, KY
  IA RegisteredRegistration inactive
• Brian J. CookCRD 4509923 · Raleigh, NC
  IA RegisteredRegistration inactive
• Robert Clifford DavisCRD 2697033 · Westfield, NJ
  IA Registered
• Miguel Angel De La LuzCRD 8004480 · Los Angeles, CA
  IA Registered
• Elizabeth A DeludeCRD 5184278 · Norfolk, VA
  IA RegisteredRegistration inactive
• Michael Preston DisharoonCRD 5484090 · Norfolk, VA
  IA Registered
• Kevin Donald DorwinCRD 2919345 · San Francisco, CA
  IA Registered
• Gregory William Del ColomboCRD 7456005 · Philadelphia, PA
  IA RegisteredRegistration inactive
• Jennifer Lynn EllisonCRD 2589040 · Redwood City, CA
  IA Registered
• Connor Joseph EdelenCRD 7924712 · Louisville, KY
  IA Registered
• Michael Bernard GiammatteoCRD 2768433 · Pittsburggh, PA
  IA Registered
• Daniel Ryan GoottCRD 3214003 · Houston, TX
  IA Registered
• John GoottCRD 1041235 · Houston, TX
  IA Registered
• Samuel Victor GarciaCRD 2788974 · Los Angeles, CA
  IA RegisteredRegistration inactive
• Henry Upham HarrisCRD 831357 · Norfolk, VA
  IA Registered
• Bruce Allen HydeCRD 6096795 · New York, NY
  IA Registered
• James Johnston IzardCRD 4542791 · Norfolk, VA
  IA Registered
• Jeffrey Dion KnightCRD 7218095 · Chicago, IL
  IA RegisteredRegistration inactive
• Patrick Wallace LarkinCRD 4594815 · Lansdowne, VA
  IA RegisteredRegistration inactive
• Richard Eric LongCRD 2530961 · Ca, CA
  IA Registered
• Karin Jeanne LopezCRD 4213019 · Albany, NY
  IA Registered
• Timothy Charles MacheroneCRD 5015484 · Albany, NY
  IA RegisteredRegistration inactive
• Stephen Allen MalbasaCRD 862645 · Cleveland, OH
  IA Registered
• Charles Patrick MccurdyCRD 4378350 · Cincinnati, OH
  IA Registered
• Lissa Maria McnaughtonCRD 1578960 · Albany, NY
  IA Registered
• Constantine Charles MulliganCRD 5503401 · Chicago, IL
  IA Registered
• Peter MartinCRD 6618039 · Fort Worth, TX
  IA RegisteredRegistration inactive
• Ty Edward ParrishCRD 2591303 · Chicago, IL
  IA Registered
• Walker Winfree PhillipsCRD 5620609 · Norfolk, VA
  IA Registered
• Spencer Mannix RouleCRD 6861877 · Cleveland, OH
  IA Registered
• Marc E. SanbornCRD 5627464 · Elizabethtown, KY
  IA RegisteredRegistration inactive
• Jack Hall ScaffCRD 2578630 · Mill Valley, CA
  IA Registered
• Aram Joseph SchottsCRD 5626100 · Pasadena, CA
  IA RegisteredRegistration inactive
• Gary Michael SilvermanCRD 4405500 · Chicago, IL
  IA Registered
• Neal Dryton SmithCRD 4210693 · Chicago, IL
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Paul Anthony SommerstadCRD 6896849 · Chicago, IL
  IA Registered
• Michelle Espiritu SotoCRD 4682014 · Redwood City, CA
  IA Registered
• Dragan TimoticCRD 2498598 · Chicago, IL
  IA Registered
• Robert Thomas TittleCRD 6534620 · Bowling Green, KY
  IA Registered
• Justin Allen ToppingCRD 6243501 · Norfolk, VA
  IA Registered
• Myles Andrew VanderweeleCRD 6311912 · San Francisco, CA
  IA Registered
• Erick Donald Von BergeCRD 1706698 · San Diego, CA
  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.