On January 9, 2025, Cerity Partners announced its merger with Prio Wealth.
Cerity Partners LLC (“Cerity”) announced, on January 9, 2025, that it merged with Prio Wealth, LP (“Prio”). Prio will operate under 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. Cerity manages approximately $103 billion in client assets.
Prio, based in Boston, is a registered investment adviser providing wealth management services, financial planning, investment management and retirement planning. As of January 2025, Prio had $4.1 billion in assets under management. ECHELON Partners served as the exclusive financial advisor to Prio on the transaction.
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