Cerity Partners announced Wednesday that it will merge with investment consulting and advisory firm Verus Investment Partners LLC. The transaction is expected to close at the end of the first quarter, pending regulatory approval.
The merger would expand Cerity’s investment capabilities and enable it to serve a broader range of institutions, according to a statement from the firm. The combined firm would manage and advise on a combined $1.3 trillion in client assets, including $1.2 trillion in assets advised and managed by Verus.
Upon the closing of the merger, Verus will align with Cerity’s name and brand, a spokesperson for Verus said via email.
“By combining our institutional expertise with Cerity Partners’ scale and resources, our clients will continue to receive the personalized, fiduciary-driven guidance they rely upon, from the same professionals they have trusted for years, now supported by an even broader set of capabilities and expertise,” said Verus CEO Jeffrey MacLean in a statement.
Cerity Partners has been on a long string of acquisitions of wealth management and outsourced CIO firms. In January, the firm announced the acquisitions of Austin Private Wealth and SOL Capital Management. In 2024, the firm acquired Perella Weinberg Partners’ Agility OCIO unit.
Some firms acquired by Cerity in 2024 and 2025 include Oak Hill Wealth Advisors, Graypoint, Fishman Block Diamond, Prio Wealth and Von Berge Wealth Management.
“We are thrilled to welcome our new colleagues from Verus, which brings decades of experience and incredible expertise in helping institutions achieve their financial goals,” said Cerity CEO Kurt Miscinski in a statement. “This partnership meaningfully expands our leadership in the institutional space and strengthens our ability to serve clients of all sizes, complexities, and delegation preferences.”
At CIO’s 2025 Industry Innovation Awards, Cerity Partners was named the winner of the Asset Managers and Service Providers, OCIO category.
Cerity’s OCIO clients include the Rockefeller Brothers Fund, an $860 million foundation run by heirs to the fortune built by Standard Oil.
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Tags: Cerity Partners, Verus