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Cerity Partners Retirement Plan Advisors LLC

● SEC registered since 2012CRD 164198SEC# 801-76705New York, NY
Export (members)
Reg. AUM
$40.25B
Employees
193
Accounts
914
Location
New York, NY

Cerity Partners Retirement Plan Advisors LLC assets under management

Cerity Partners Retirement Plan Advisors LLC operates as an SEC-registered investment adviser based in New York, NY. The firm has been registered since 2012. It reports $40.3 billion in regulatory assets under management and employs 193 people.

Cerity Partners Retirement Plan Advisors LLC owners & executives

23 reported
NameTitleOwnershipSince
Arthur Isom Prostick ControlChief Compliance OfficerUnder 5%2024
Cerity Partners Llc ControlManagerOver 75%2017
Kevin David Hilden ControlPresidentUnder 5%2026
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Frequently asked questions

How much does Cerity Partners Retirement Plan Advisors LLC manage?

Cerity Partners Retirement Plan Advisors LLC reports $40.3 billion in regulatory assets under management on its Form ADV.

How many employees does Cerity Partners Retirement Plan Advisors LLC have?

Cerity Partners Retirement Plan Advisors LLC reports 193 employees.

Where is Cerity Partners Retirement Plan Advisors LLC located?

Cerity Partners Retirement Plan Advisors LLC is based in New York, NY and has been SEC-registered since 2012.

Does Cerity Partners Retirement Plan Advisors LLC disclose fund performance?

Cerity Partners Retirement Plan Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address99 Park Avenue, 16th Floor, New York, NY 10016
Phone212-850-4260
Fax212-937-1942
Office hours9a.m. - 5p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Regulatory AUM

$40.25B▲ 112%
Mar '25 — $18.95BApr '25 — $18.95BMay '25 — $18.95BJun '25 — $18.95BJul '25 — $18.95BAug '25 — $18.95BSep '25 — $18.95BOct '25 — $18.95BNov '25 — $18.95BDec '25 — $18.95BJan '26 — $18.95BFeb '26 — $18.95BMar '26 — $20.82BApr '26 — $40.25BMay '26 — $40.25BJun '26 — $40.25B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 3%
Larger than 97% of 16,271 advisers
EmployeesTop 4%
More than 96% of 16,825 advisers

Assets under management

$40.25Bregulatory AUM
Discretionary $17.02BNon-discretionary $23.23B