On April 1, 2025, Cerity Partners LLC announced its acquisition of West Coast Financial, LLC.
Cerity Partners LLC (“Cerity”) announced, on April 1, 2025, its acquisition of West Coast Financial, LLC (“WCF”). As part of the transaction, WCF will adopt the Cerity name. Further terms of the transaction were not disclosed.
Cerity, based in New York City, is an independent wealth management firm 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.
WCF, based in Santa Barbara, California, is a financial advisory firm offering financial planning, wealth management, and investment consultation services. As of March 2025, WCF had approximately $1.84 billion in assets under management. Houlihan Lokey served as exclusive financial advisor to WCF in the transaction.
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