Continuation·Financial/Wealth Management·September 18, 2026
Cerity Partners plans merger with Gilbert & Cook
The West Des Moines wealth manager will join Cerity at the end of September with about $2bn of assets under management.
BuyerCerity Partners
TargetGilbert & Cook
SponsorGenstar Capital
TypeContinuation
GeographyUnited States
IndustryFinancial
Sub-sectorWealth Management
Cerity Partners and Gilbert & Cook announced their intention to merge at the end of September. Gilbert & Cook is a West Des Moines wealth-management firm founded in 1993 that serves individuals, families and business owners.
It will operate under the Cerity Partners name and contribute approximately $2 billion of assets under management. The combination gives Cerity an entry into Iowa and adds financial planning, investment management, business-owner advisory and private-family-office capabilities.
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