Cerity Partners is a nationally recognized, full-service wealth management firm dedicated to enhancing the financial well-being of individuals, families, businesses, and nonprofit organizations. In Boston, the firm has expanded its presence through strategic mergers with local firms, strengthening its regional service offerings.
In January 2025, Cerity Partners expanded by merging with Prio Wealth, a Boston-based wealth management firm with $4.1 billion in assets under management. This partnership deepened Cerity Partners’ wealth management offerings for private and corporate clients in the Boston metropolitan area.
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