Cerity Merges with Lumina


July 27, 2023

On July 12, 2023, Cerity Partners announced that it merged with Lumina Financial Consultants.

Under the terms of the transaction, Lumina Financial Consultants (“Lumina”) has merged with and become a part of Cerity Partners LLC (“Cerity”). The deal will see the entire Lumina team join Cerity. Financial terms were not disclosed.

Cerity, based in New York City, is a registered investment advisor that offers financial planning to individuals, families, businesses, and nonprofit organizations. Cerity manages $65 billion in client assets under management and under advisement.

Lumina, based in Mill Valley, California, is a wealth management firm focusing on providing financial planning services to women. Lumina manages approximately $134.4 million in client assets.

To read the press release: please click here.

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