On June 1, 2026, Cerity Partners announced its merger with Allmon, DiBernardo & Associates.
Cerity Partners (“Cerity”) announced on June 1, 2026, its merger with Allmon, DiBernardo & Associates (“ADA”). Under the terms of the transaction, ADA merged into Cerity’s El Segundo, California practice. Further terms of the deal were not disclosed.
Cerity, based in New York, is a registered investment advisor offering wealth management, financial planning, investment, tax, and retirement services. As of May 18, 2026, Cerity had approximately $161 billion in assets under management.
ADA, based in Torrance, California, is a full-service CPA and tax planning firm serving business owners, high-net-worth individuals and families, and real estate investors. Hue Partners served as advisor to ADA in the merger.
To read the press release: please click here.