CERITY PARTNERS RETIREMENT PLAN ADVISORS LLC
Legal name: CERITY PARTNERS RETIREMENT PLAN CONSULTANTS
CRD #164198 SEC #801-76705 NEW YORK, NY 212-850-4260
SEC Registered
Total AUM
$19B
Discretionary
$4.1B
Employees
87
Clients
0
Accounts
622
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $19B | $4.1B | $14.9B | 87 | 0 |
| Oct 2025 | $19B | $4.1B | $14.9B | 87 | 0 |
| Sep 2025 | $19B | $4.1B | $14.9B | 87 | 0 |
| May 2025 | $19B | $4.1B | $14.9B | 87 | 0 |
| Mar 2025 | $19B | $4.1B | $14.9B | 87 | 0 |
| Aug 2024 | $16.2B | $2.8B | $13.5B | 69 | 2 |
| Mar 2024 | $16.2B | $2.8B | $13.5B | 69 | 2 |
| Jul 2023 | $12.8B | $1.8B | $11B | 58 | 2 |
| Jun 2023 | $12.8B | $1.8B | $11B | 58 | 2 |
| Apr 2023 | $12.8B | $1.8B | $11B | 58 | 2 |
| Mar 2023 | $12.8B | $1.8B | $11B | 58 | 2 |
| Feb 2023 | $13.2B | $1.6B | $11.7B | 27 | 2 |
| Jan 2023 | $13.2B | $1.6B | $11.7B | 27 | 2 |
| Dec 2022 | $13.2B | $1.6B | $11.7B | 27 | 2 |
| Oct 2022 | $13.2B | $1.6B | $11.7B | 27 | 2 |
| Oct 2022 | $13.2B | $1.6B | $11.7B | 27 | 2 |
| Sep 2022 | $13.2B | $1.6B | $11.7B | 27 | 2 |
| Aug 2022 | $13.2B | $1.6B | $11.7B | 27 | 2 |
| Jun 2022 | $13.2B | $1.6B | $11.7B | 27 | 2 |
| Mar 2022 | $13.2B | $1.6B | $11.7B | 27 | 2 |
| Jul 2021 | $10.5B | $1.3B | $9.2B | 21 | 2 |
| Mar 2021 | $10.5B | $1.3B | $9.2B | 21 | 2 |
| Jan 2021 | $11.9B | $1.2B | $10.8B | 21 | 16 |
| Sep 2020 | $11.9B | $1.2B | $10.8B | 21 | 16 |
| Jul 2020 | $11.9B | $1.2B | $10.8B | 21 | 16 |
| Apr 2020 | $11.9B | $1.2B | $10.8B | 21 | 16 |
| Mar 2020 | $11.9B | $1.2B | $10.8B | 21 | 16 |
| Jan 2020 | $11.4B | $945.9M | $10.4B | 22 | 6 |
| Jul 2019 | $11.4B | $945.9M | $10.4B | 22 | 6 |
| Mar 2019 | $11.4B | $945.9M | $10.4B | 22 | 6 |
| Jan 2019 | $846.5M | $339.2M | $507.4M | 12 | 5 |
| Dec 2018 | $846.5M | $339.2M | $507.4M | 12 | 5 |
| Dec 2018 | $846.5M | $339.2M | $507.4M | 12 | 5 |
| Aug 2018 | $846.5M | $339.2M | $507.4M | 12 | 5 |
| Mar 2018 | $846.5M | $339.2M | $507.4M | 12 | 5 |
| Feb 2018 | $846.5M | $339.2M | $507.4M | 12 | 5 |
| Apr 2017 | $526.4M | $248.1M | $278.3M | 6 | 26 |
| May 2016 | $140.3M | $57.9M | $82.4M | 6 | 1 |
| Mar 2016 | $140.3M | $57.9M | $82.4M | 6 | 1 |
| Mar 2015 | $140.9M | $0 | $140.9M | 10 | 1 |
| Apr 2014 | $114.6M | $0 | $114.6M | 12 | 1 |
| Apr 2013 | $0 | $0 | $0 | 55 | 0 |
| May 2012 | $0 | $0 | $0 | -- | 0 |
DateDec 2025
Total AUM$19B
Discretionary$4.1B
Non-Disc.$14.9B
Employees87
Clients0
DateOct 2025
Total AUM$19B
Discretionary$4.1B
Non-Disc.$14.9B
Employees87
Clients0
DateSep 2025
Total AUM$19B
Discretionary$4.1B
Non-Disc.$14.9B
Employees87
Clients0
DateMay 2025
Total AUM$19B
Discretionary$4.1B
Non-Disc.$14.9B
Employees87
Clients0
DateMar 2025
Total AUM$19B
Discretionary$4.1B
Non-Disc.$14.9B
Employees87
Clients0
DateAug 2024
Total AUM$16.2B
Discretionary$2.8B
Non-Disc.$13.5B
Employees69
Clients2
DateMar 2024
Total AUM$16.2B
Discretionary$2.8B
Non-Disc.$13.5B
Employees69
Clients2
DateJul 2023
Total AUM$12.8B
Discretionary$1.8B
Non-Disc.$11B
Employees58
Clients2
DateJun 2023
Total AUM$12.8B
Discretionary$1.8B
Non-Disc.$11B
Employees58
Clients2
DateApr 2023
Total AUM$12.8B
Discretionary$1.8B
Non-Disc.$11B
Employees58
Clients2
DateMar 2023
Total AUM$12.8B
Discretionary$1.8B
Non-Disc.$11B
Employees58
Clients2
DateFeb 2023
Total AUM$13.2B
Discretionary$1.6B
Non-Disc.$11.7B
Employees27
Clients2
DateJan 2023
Total AUM$13.2B
Discretionary$1.6B
Non-Disc.$11.7B
Employees27
Clients2
DateDec 2022
Total AUM$13.2B
Discretionary$1.6B
Non-Disc.$11.7B
Employees27
Clients2
DateOct 2022
Total AUM$13.2B
Discretionary$1.6B
Non-Disc.$11.7B
Employees27
Clients2
DateOct 2022
Total AUM$13.2B
Discretionary$1.6B
Non-Disc.$11.7B
Employees27
Clients2
DateSep 2022
Total AUM$13.2B
Discretionary$1.6B
Non-Disc.$11.7B
Employees27
Clients2
DateAug 2022
Total AUM$13.2B
Discretionary$1.6B
Non-Disc.$11.7B
Employees27
Clients2
DateJun 2022
Total AUM$13.2B
Discretionary$1.6B
Non-Disc.$11.7B
Employees27
Clients2
DateMar 2022
Total AUM$13.2B
Discretionary$1.6B
Non-Disc.$11.7B
Employees27
Clients2
DateJul 2021
Total AUM$10.5B
Discretionary$1.3B
Non-Disc.$9.2B
Employees21
Clients2
DateMar 2021
Total AUM$10.5B
Discretionary$1.3B
Non-Disc.$9.2B
Employees21
Clients2
DateJan 2021
Total AUM$11.9B
Discretionary$1.2B
Non-Disc.$10.8B
Employees21
Clients16
DateSep 2020
Total AUM$11.9B
Discretionary$1.2B
Non-Disc.$10.8B
Employees21
Clients16
DateJul 2020
Total AUM$11.9B
Discretionary$1.2B
Non-Disc.$10.8B
Employees21
Clients16
DateApr 2020
Total AUM$11.9B
Discretionary$1.2B
Non-Disc.$10.8B
Employees21
Clients16
DateMar 2020
Total AUM$11.9B
Discretionary$1.2B
Non-Disc.$10.8B
Employees21
Clients16
DateJan 2020
Total AUM$11.4B
Discretionary$945.9M
Non-Disc.$10.4B
Employees22
Clients6
DateJul 2019
Total AUM$11.4B
Discretionary$945.9M
Non-Disc.$10.4B
Employees22
Clients6
DateMar 2019
Total AUM$11.4B
Discretionary$945.9M
Non-Disc.$10.4B
Employees22
Clients6
DateJan 2019
Total AUM$846.5M
Discretionary$339.2M
Non-Disc.$507.4M
Employees12
Clients5
DateDec 2018
Total AUM$846.5M
Discretionary$339.2M
Non-Disc.$507.4M
Employees12
Clients5
DateDec 2018
Total AUM$846.5M
Discretionary$339.2M
Non-Disc.$507.4M
Employees12
Clients5
DateAug 2018
Total AUM$846.5M
Discretionary$339.2M
Non-Disc.$507.4M
Employees12
Clients5
DateMar 2018
Total AUM$846.5M
Discretionary$339.2M
Non-Disc.$507.4M
Employees12
Clients5
DateFeb 2018
Total AUM$846.5M
Discretionary$339.2M
Non-Disc.$507.4M
Employees12
Clients5
DateApr 2017
Total AUM$526.4M
Discretionary$248.1M
Non-Disc.$278.3M
Employees6
Clients26
DateMay 2016
Total AUM$140.3M
Discretionary$57.9M
Non-Disc.$82.4M
Employees6
Clients1
DateMar 2016
Total AUM$140.3M
Discretionary$57.9M
Non-Disc.$82.4M
Employees6
Clients1
DateMar 2015
Total AUM$140.9M
Discretionary$0
Non-Disc.$140.9M
Employees10
Clients1
DateApr 2014
Total AUM$114.6M
Discretionary$0
Non-Disc.$114.6M
Employees12
Clients1
DateApr 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees55
Clients0
DateMay 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0