On April 3, 2025, Cerity Partners announced its acquisition of Cook Wealth.
Cerity Partners LLC (“Cerity”) announced, on April 3, 2025, its acquisition of Cook Wealth, LLC (“Cook”). As part of the transaction, Cook brings 27 new colleagues to Cerity. Further terms of the transaction were not disclosed.
Cerity, based in New York City, is a registered investment advisor serving high-net-worth individuals and families, as well as businesses and nonprofit organizations. As of March 2025, Cerity managed approximately $122.84 billion in client assets.
Cook, based in Raleigh, North Carolina, is a registered investment advisor offering financial advising, tax advising, and investment management services. As of February 2025, Cook had approximately $529 million in discretionary assets.
To read the press release: please click here.