Cerity Merges with Echo Wealth Management
Cerity Partners, (“Cerity”) announced, on October 1, 2026, that it has merged with Echo Wealth Management (“Echo”). Under the terms of the transaction, Echo will operate under the Cerity name. 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 July 13, 2026, Cerity oversaw approximately $162 billion in assets under management.
Echo, based in Minneapolis, Minnesota, is a registered investment adviser that provides financial planning and investment management services. Echo has approximately $337 million in assets under management. Turkey Hill Management served as advisor to Echo in connection with the transaction.
To read the press release, please click here.