New York-based RIA Cerity Partners announced Tuesday that it merged with Texas-based RIA Austin Private Wealth in a move that enhances the combined firm’s ability to provide comprehensive wealth planning, investment management and holistic financial solutions to high net worth individuals, families and businesses.
The transaction closed Dec. 31, a Cerity spokesperson told WSR.
Austin Private Wealth will operate under the Cerity Partners name, according to Cerity.
Republic Capital Group (RCG) advised Austin Private Wealth and said the transaction adds $1.4 billion in assets under management (AUM) to Cerity, which now manages over $140 billion in client assets.
Other terms of the acquisition were not disclosed.
“This partnership brings together two firms with a shared culture of client-first advice and long-term thinking,” according to Claire O’Keefe, Partner and Head of Partner Development at Cerity Partners. “By welcoming Austin Private Wealth to Cerity Partners, we are expanding our presence in a key growth market for the firm.”
“Cerity Partners shares our commitment to high-quality planning and long-term client relationships,” said Raoul Célèrier, Co-Managing Partner at Austin Private Wealth. “This partnership provides our clients with access to broader resources and deeper expertise, positioning us well for the next chapter of growth.”
Austin Private Wealth advisors and clients will gain access to an expanded offering including enhanced estate and tax services, investment solutions and multi-generational planning.
“APW was very thoughtful throughout the process,” according to Vic Esclamado, Partner and Managing Director at RCG, who led its transaction team. “I am glad we were able to find them such a great fit, as people and as a business.”
“The strategic fit for Austin Private Wealth with Cerity is excellent,” said John Langston, Founder and CEO of RCG. “Both firms have a strong partnership culture where collaboration and colleagues are highly valued.”
“This is the first merger Cerity Partners has announced for 2026,” the Cerity spokesperson told WSR.
Cerity announced several mergers in 2025, including transactions with Prio Wealth, West Coast Financial, Cook Wealth, Von Berge Wealth Management, Graypoint and Oak Hill Wealth Advisors.
Jeff Berman, Contributing Editor and Reporter at Wealth Solutions Report, can be reached at jeff.berman@wealthsolutionsreport.com.
