Cerity Acquires Oak Hill

INVESTMENT MANAGEMENT DEALS BLOG

October 8, 2025

On October 1, 2025, Cerity Partners announced its acquisition of Oak Hill Wealth Advisors.

Cerity Partners LLC (“Cerity”) announced, on October 1, 2025, its acquisition of Oak Hill Wealth Advisors (“Oak Hill”). As part of the transaction, Oak Hill will operate under the Cerity brand. 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 June 2025, Cerity managed approximately $130 billion in client assets.

Oak Hill, based in Lansdowne, Virginia, is a registered investment advisor offering personalized wealth management services, including generational wealth planning, retirement strategies, and investment management. Oak Hill has approximately $603 million in client assets.

To read the press release: please click here.

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