Cerity Partners Merges With Cornerstone Capital to Expand in San Francisco Bay Area
Cerity Partners, an independent wealth management firm, has merged with Palo Alto-based Cornerstone Capital. The merger adds $1.4 billion in assets under management and strengthens Cerity's presence in the Silicon Valley region. Both firms emphasize client-first values and long-term relationships; they will operate collectively under the Cerity Partners name. Founded in 1978, Cornerstone has built a reputation for disciplined investment strategies and personalized financial planning over nearly five decades. The merger allows clients to access broader resources such as enhanced tax and estate planning services that neither firm could fully provide alone. Advisors Advice Dynamics Partners represented Cornerstone during the transaction, while legal counsel was provided by HansonBridgett and Lowenstein Sandler. Cerity Partners is a nationally recognized wealth management company founded in 2009, offering comprehensive financial solutions to high-net-worth individuals and institutions.
