Cerity Merges with Cordant

Cerity Partners, (“Cerity”) announced, on July 1, 2026, its merger with Cordant Wealth Partners (“Cordant”). Cordant’s President and CEO, Isaac Presley, joined Cerity following the merger. Further terms of the deal were not disclosed.

Cerity, based in New York, is a registered investment adviser providing wealth management, financial planning, tax, retirement, family office and related advisory services to individuals, families and institutions. As of June 26, 2026, Cerity oversaw approximately $162 billion in assets under management.

Cordant, based in Portland, Oregon, is a registered investment adviser that provides financial planning and investment management services to individuals, families and technology professionals. As of March 30, 2026, Cordant oversaw approximately $370 million in assets under management. Echelon Partners served as the exclusive financial advisor to Cordant in connection with the transaction.

To read the press release, please click here.