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RIA comparison · SEC Form ADV

Cerity Partners LLC vs Wealth Enhancement Advisory Services, LLC

Two independent wealth managers side by side: assets, clients, staff, services and fees, from each firm’s own filing.

The short answer

Cerity Partners LLC is the larger of the two, with $162B in regulatory assets to $122B at Wealth Enhancement Advisory Services, LLC, 32% more than its rival, by their latest Form ADV filings. Wealth Enhancement Advisory Services, LLC reports more individual clients (80,986 vs 24,945), while Cerity Partners LLC’s clients hold more on average (about $4.6 million each against $1.4 million). Cerity Partners LLC is based in New York, New York and Wealth Enhancement Advisory Services, LLC in Plymouth, Minnesota.

FigureCerity Partners LLCWealth Enhancement Advisory Services, LLC
Regulatory AUM$162B$122B
National rank#9#11
HeadquartersNew York, New YorkPlymouth, Minnesota
Individual clients24,94580,986
High-net-worth clients14,56127,424
Average client assets$4.6 million$1.4 million
Accounts26,230221,892
Discretionary90% of AUM77% of AUM
Employees1,5291,700
Advisory staff1,102850
Clients per advisory employee2395
Offices67185
Form ADV filed2026-07-132026-08-20

Cerity Partners LLC

Full profile →

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses and institutions
  • Pension consulting
  • Selecting other advisers
  • Educational seminars and workshops

How it’s paid

  • A percentage of assets under management
  • Hourly charges
  • Fixed fees
  • Performance-based fees

Wealth Enhancement Advisory Services, LLC

Full profile →

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Pension consulting
  • Selecting other advisers
  • Educational seminars and workshops
  • Other services

How it’s paid

  • A percentage of assets under management
  • Hourly charges
  • Fixed fees
  • Other

Questions

Which is bigger, Cerity Partners LLC or Wealth Enhancement Advisory Services, LLC?

Cerity Partners LLC, with $162B in regulatory assets under management against $122B at Wealth Enhancement Advisory Services, LLC. Nationally they rank #9 and #11 among 5,657 independent wealth management RIAs.

How many clients do Cerity Partners LLC and Wealth Enhancement Advisory Services, LLC have?

Cerity Partners LLC reports 24,945 individual clients (14,561 high-net-worth) with 1,102 advisory employees; Wealth Enhancement Advisory Services, LLC reports 80,986 (27,424 high-net-worth) with 850 advisory employees.

How do Cerity Partners LLC and Wealth Enhancement Advisory Services, LLC charge clients?

Only Cerity Partners LLC lists performance-based fees on Form ADV. Only Wealth Enhancement Advisory Services, LLC lists other forms of compensation. Fee schedules and minimums are in each firm’s Form ADV Part 2A brochure.

What services do Cerity Partners LLC and Wealth Enhancement Advisory Services, LLC offer?

Cerity Partners LLC lists portfolio management for pooled investment vehicles; portfolio management for businesses and institutions, which Wealth Enhancement Advisory Services, LLC does not. Wealth Enhancement Advisory Services, LLC lists other services, which Cerity Partners LLC does not. Both offer financial planning; portfolio management for individuals and small businesses; pension consulting; selecting other advisers; educational seminars and workshops.

More comparisons

Where these numbers come from

Every figure is the firm’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Average client assets divide the assets held for individual and high-net-worth clients by their number. Ranks compare each firm with all US-based independent wealth management RIAs, the same field as The Largest RIAs. Figures can lag recent deals and market moves.

Not an endorsement or a recommendation of either firm. Before hiring an adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search: Cerity Partners LLC ↗, Wealth Enhancement Advisory Services, LLC ↗. How to check a financial advisor →