Cerity Acquires Jurika, Mills & Keifer


May 22, 2023

On May 5, 2022, Cerity Partners acquired Jurika, Mills & Keifer.

Under the terms of the transaction, Cerity Partners LLC (“Cerity”) acquired Jurika, Mills, & Keifer (“JMK”). JMK’s four-person investment team will join the Cerity team. The financial terms of the transaction were not disclosed.  

Cerity, based in New York, is a registered investment advisor that offers financial planning to individuals, families, businesses, and nonprofit organizations. Cerity manages $66 billion in client assets.

JMK, based in San Francisco, is a registered investment advisor with full-scale wealth management offerings for high-net-worth individuals, families, and business owners. KMK manages over $300 million in client assets. DeVoe & Company served as a consultant to JMK throughout the transaction.

To read the press release: please click here.

The opinions expressed are those of the author(s) and do not necessarily reflect the views of the firm or its clients, or any of its or their respective affiliates. This article is for general information purposes and is not intended to be and should not be taken as legal advice.