Cerity Partners is a national independent financial advisory firm serving high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations from its offices across the country.
Co-Founder, Founding Partner, Partner, Leader of the Asset Allocation Sub-Committee and Member of Investment Committee
Stephen Nielander
Partner, Taxable Fixed Income Asset Class Specialist and Member of the Investment Committee and Asset Allocation Sub-Committee
Steven Schoneman
Partner
Past deals in Wealth Management
Prio Wealth
Acquisition in 2025
Prio Wealth is an independent investment management firm based in Boston, Massachusetts, established in 1988. It specializes in providing investment management and financial planning services to high-net-worth individuals, families, and non-profit institutions. The firm operates as a Registered Investment Adviser, with its assets managed and governed by an executive management team. In a strategic move to enhance its service offerings, Prio Wealth has merged with Cerity Partners, further expanding its capabilities in wealth management.
AJ Wealth
Acquisition in 2023
AJ Wealth was a wealth management firm based in New York City, established in 2012. It offered a range of financial planning and wealth management services tailored for individuals, families, and businesses. The firm emphasized thoughtful planning and a clear focus on clients' objectives to create a sense of peace of mind. The executive team managed the assets, ensuring personalized attention and guidance. AJ Wealth later merged with Cerity Partners, continuing its commitment to providing comprehensive financial solutions.
Algonquin Advisors
Acquisition in 2020
Algonquin Advisors is an independent, employee-owned registered investment advisor based in Greenwich, Connecticut. Founded in 1998, the firm specializes in providing asset management and investment counseling services. Its clientele includes wealthy individuals, families, foundations, endowments, financial institutions, and other entities with investments exceeding $5 million. Algonquin Advisors focuses on delivering tailored financial solutions to meet the unique needs of its diverse clients.
Worldview Wealth Advisors
Acquisition in 2020
Worldview Wealth Advisors is an independent wealth management firm that caters to high net worth individuals and global families, both in the United States and internationally. The firm specializes in providing comprehensive financial planning and investment advice, encompassing services such as asset management, sustainable investing, and alternative investment strategies. By focusing on the unique needs of its clients, Worldview Wealth Advisors aims to help them achieve their financial goals through tailored advisory services.
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