Cerity Partners, an independent investment and wealth management firm in the United States, has announced that it is merging with Verus Investments, an institutional investment consulting and advisory firm that provides services to clients with approximately $1.2 trillion in assets. The merger brings together two firms with aligned values and a shared commitment to client-first, objective advice, creating a unified team under the Cerity Partners brand.
Verus brings four decades of strategic investment expertise to a broad array of institutions, including public, nonprofit, multi-employer and corporate clients.
The combined firms will provide enhanced research, additional exceptional talent, technology and data efficiencies, and expanded capabilities.
The merger is expected to close at the end of first quarter 2026, subject to customary regulatory approvals.
