{"source":"Breaknorm","page":"https://breaknorm.co/company/ceritypartners.com","license":"https://breaknorm.co/terms","domain":"ceritypartners.com","name":"Cerity Partners","legal_name":"Cerity Partners Retirement Plan Advisors LLC","country":"US","country_second":"CA","city":"","admin1":"","vertical":"business_finance_services","subvertical":"wealth_management_investment","leaf":"wealth_management_general","summary":"Cerity Partners is a financial advisory firm that provides wealth management, investment solutions, financial planning, tax planning, and retirement plan consulting for individuals, families, corporations, and nonprofit organizations. Its offerings include estate and gift planning, trust services, family office services, and business owner advisory. 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insurance and tax services for individuals, ."},{"domain":"quotientwealth.com","name":"Quotient Wealth Partners","country":"US","city":"Dallas","headcount":"51-200","leaf":"wealth_management_general","summary":"Quotient Wealth Partners is a wealth management service that provides financial planning, investment management, tax strategy, retirement planning, estate plann."},{"domain":"ffb-fg.com","name":"First Fidelity Financial Group","country":"US","city":"Oklahoma City","headcount":"201-500","leaf":"wealth_management_general","summary":"First Fidelity Financial Group is a financial services firm that provides wealth management, financial advisory, and business planning for families, individuals."},{"domain":"whittiertrust.com","name":"Whittier Trust","country":"US","city":null,"headcount":"51-200","leaf":"wealth_management_general","summary":"Whittier Trust is a wealth management firm that provides investment management, family office, trust and fiduciary, philanthropy, real estate, and estate planni."},{"domain":"condieswealth.co.uk","name":"Condies Wealth","country":"GB","city":"Dunfermline","headcount":"51-200","leaf":"independent_financial_advisers","summary":"Condies Wealth is a financial planning advisory firm that provides practical financial planning advice to individuals, families and businesses."},{"domain":"meritfinancialadvisors.com","name":"Merit Financial Advisors","country":"US","city":null,"headcount":"201-500","leaf":"independent_financial_advisers","summary":"Merit Financial Advisors is a wealth management firm that provides financial planning, wealth management, insurance planning, and retirement planning for indivi."}],"similar_scored":583,"customers":null,"as_of":"2026-11-03","updated_at":"2026-11-03","hash":"f7e1dedf0572d362","index_tier":1}