Cerity Partners Retirement Plan Consultants

$40.25BAssets under management
as of Sep 2026 · SEC Form ADV
New York, NY
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Tech stack

No one at Cerity Partners Retirement Plan Consultants has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Fidelity
Per Form ADV · $3.4B held · filed Aug 2024
Merrill
Per Form ADV · $3.2B held · filed Aug 2024
Schwab
Per Form ADV · $2.7B held · filed Aug 2024
Empower
Per Form ADV · $2.1B held · filed Aug 2024
Principal Financial Services, Inc.
Per Form ADV · $1.8B held · filed Aug 2024