On January 6, 2026, Cerity Partners announced its acquisition of Austin Private Wealth.
Cerity Partners (“Cerity”) announced, on January 6, 2026, its acquisition of Austin Private Wealth (“Austin”). Under the terms of the transaction, Austin will operate under the Cerity name. Further terms of the deal were not disclosed.
Cerity, based in New York, is a registered investment advisor providing investment management, financial planning, tax, retirement planning and estate planning services. As of October 31, 2025, Cerity had approximately $123 billion in assets under management.
Austin, based in Austin, Texas, is a registered investment advisor offering retirement planning, tax-aware strategies, wealth transfer planning, and investment due diligence services. As of August 15, 2025, Austin had approximately $1.3 billion in assets under management. Republic Capital Group served as advisor to Austin on the transaction.
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