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Trusted by
Acquiring Company
Cerity Partners
Acquired Company
Gilbert & Cook
New YorkWest Des MoinesNon ProfitFinancial ServicesDescription
Cerity Partners has announced a merger with Iowa-based Gilbert & Cook, a wealth management firm managing about $2 billion in assets. This merger will allow Gilbert & Cook to operate under the Cerity name while accessing a broader suite of wealth management services. The transaction marks Cerity's ninth merger this year, highlighting its aggressive expansion strategy. The deal is expected to close by the end of the month.
Fundz sees it the moment Cerity Partners makes an acquisition, hires an exec or expands, usually minutes after it happens, and tells you who to reach.
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Frequently asked
Who acquired Gilbert & Cook?
Gilbert & Cook was acquired by Cerity Partners, based in New York. The deal was reported on September 28, 2026. Founded in 2009, Cerity Partners is a nationally recognized financial and wealth advisory firm serving high-net-worth individuals and their families, businesses and their leadership teams, and nonprofit organizations. Cerity Partners is privately held and operates in Non Profit.
When did Cerity Partners acquire Gilbert & Cook?
Cerity Partners's acquisition of Gilbert & Cook was reported on September 28, 2026. Cerity Partners has announced a merger with Iowa-based Gilbert & Cook, a wealth management firm managing about $2 billion in assets. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.
What does Gilbert & Cook do?
Founded in 1993, Gilbert & Cook is a respected wealth management firm dedicated to empowering clients through an integrated, client-centered approach to financial planning and wealth strategies. It is privately held, operating in Financial Services, and is based in West Des Moines.
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