Cerity to Merge with Gilbert & Cook
Cerity Partners, (“Cerity”) announced, on September 18, 2026, its agreement to merge with Gilbert & Cook. Under the terms of the transaction, Gilbert & Cook 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.
Gilbert & Cook, based in West Des Moines, Iowa, is a registered investment adviser and wealth management firm that provides financial planning, investment management, business owner consultation, generational estate planning, and private markets investing to individuals, families and business owners. As of June 4, 2026, Gilbert & Cook oversaw approximately $1.7 billion in assets under management. Houlihan Lokey served as advisor to Gilbert & Cook in connection with the transaction.
To read the press release, please click here.