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What’s happening at Cerity Partners—announcements and media appearances

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Press Releases Oct 1, 2026

Cerity Partners Merger with Compass Wealth Management Deepens Presence in Atlanta

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Press Releases Oct 1, 2026

Cerity Partners Expands Presence in the San Francisco Bay Area with Addition of Cornerstone Capital

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Press Releases Oct 1, 2026

Cerity Partners Enters Minnesota Market Through Merger with Echo Wealth Management

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Press Releases Sep 22, 2026

Cerity Partners to Welcome the Contant-Leit and Wacht Groups of Shufro Rose & Co., Deepening Its Presence in New York City

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Press Releases Sep 18, 2026

Cerity Partners Merges with Gilbert & Cook, Building on More Than 30 Years Serving Clients and Families in Iowa

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Press Releases Sep 16, 2026

Cerity Partners Named to Barron’s 2026 Top RIA List

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Press Releases Jul 8, 2026

Cerity Partners Names Will Peng as Chief Innovation Officer

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Press Releases Jul 1, 2026

Cerity Partners Expands into Oregon After Merger with Cordant Wealth Partners

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Press Releases Jun 1, 2026

Cerity Partners Expands Tax and Accounting Capabilities with Merger of Allmon, DiBernardo & Associates

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Press Releases May 19, 2026

Cerity Partners Ranked #1 on Barron’s 2026 Top 100 Institutional Consulting Teams List

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Dustin Ribergaard

Principal & Client Experience Director

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Stephanie Bellisario

Principal & Client Experience Director

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Principal & Client Experience Director

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Here are some valuable insights to read before your meeting

James Lebenthal

Partner & Chief Market Strategist

Economic and Market Outlooks

Video: October 2026 Economic and Market Outlook

October 1, 2026 - In our October outlook, Jim Lebenthal, Partner and Chief Market Strategist, notes that the economy’s three key pillars—GDP growth, strong labor markets, and profit growth—remain…

Uncategorized

Cerity Partners Announces Three New Mergers, Adding Approximately $2.1 Billion in Assets Under Management

October 1, 2026 - We're pleased to announce that Cerity Partners has merged with three outstanding firms—Compass Wealth Management, Cornerstone Capital, Inc., and Echo Wealth Management.

Natalia Tchetchoulina

Partner

Individuals and Families

Donor-Advised Funds: A Powerful and Flexible Tool for Charitable Giving

September 23, 2026 - A donor-advised fund is a charitable giving account established with a sponsoring organization that allows individuals and families to support charitable causes they care about…

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