Cerity Partners Expands in Colorado with Janiczek Merger 

Cerity Partners is merging with Janiczek Wealth Management, a Denver-based financial advisory firm serving high and ultra-high-net-worth individuals and families with approximately $1.1 billion in assets. The combined firm will operate under the Cerity Partners name. Financial terms of the deal were not disclosed. 

“Our 34 years headquartered in Colorado, collaborating with wonderful clients, charities, business leaders, investment bankers, family offices, and distinguished law and accounting practices in the region, is only enhanced by this synergetic partnership,” said Janiczek CEO Joseph Janiczek. 

For NYC-based Cerity Partners, the partnership comes during a period of strategic growth in the Denver market, following mergers with $197 million Wealth Legacy Institute and $202 million Keating Wealth Management earlier this year that added approximately $1.4 billion in assets under management to the firm. 

In September, the serial RIA acquirer merged with Chicago-based Touchdown Ventures, an advisory service for corporate venture programs. Touchdown will operate as Cerity Partners Ventures. In April, the firm merged with Denver-based Agility, the outsourced chief investment officer solutions business of investment bank Perella Weinberg Partners. 

Cerity Partners manages over $103 billion in assets and is controlled by private equity firm Genstar Capital, which initially invested in 2022. Fellow private equity firm Lightyear Capital also backs the firm.