Investment adviser · CRD 164198
CERITY PARTNERS RETIREMENT PLAN CONSULTANTS
Investment adviser filing (IA)
CERITY PARTNERS RETIREMENT PLAN ADVISORS LLC
NEW YORK, NY, United States · Form ADV filed Sep 29, 2026
- Regulatory AUM
- $40.3B Form ADV · Item 5.F
- Client accounts
- 914 Accounts, not individual clients
- Employees
- 193 Reported in this filing
- Advisory professionals
- 153 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Retirement plans | 821 | $31,926,063,351 | 79.3% |
| Corporations & businesses | 5 | $4,810,897,803 | 12.0% |
| Charities | 20 | $3,382,581,560 | 8.4% |
| Government entities | 4 | $133,689,558 | 0.3% |
Filing source
Form ADV 2134345 · Sep 29, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 29, 2026. View historical filings
Reported services
Business portfolio management · Pension consulting · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
99 PARK AVENUE, 16TH FLOORNEW YORK, NY, 10016, United States
CRD 164198
Filing source
Form ADV 2134345 · Sep 29, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.