Cerity to Merge with the Constant-Leit and Wacht Groups
Cerity Partners (“Cerity”) announced, on September 22, 2026, its intention to merge with the Constant-Leit and Wacht Groups of Shufro Rose & Co. (the “Constant-Leit and Wacht Groups”). Under the terms of the transaction, the Constant-Leit and Wacht Groups 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.
The Constant-Leit and Wacht Groups, based in New York, are wealth advisory practices offering retirement, estate and legacy, insurance, tax, and educational and generational planning services. The Constant-Leit and Wacht Groups manage approximately $1.4 billion in assets. Houlihan Lokey is serving as advisor to the Constant-Leit and Wacht Groups in connection with the transaction.
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