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Cerity PartnersFinancial advisor in Raleigh, NC

Cerity Partners is a financial advisor at 4101 Lake Boone Trail #200, Raleigh, NC 27607, ranked #34 of 247 financial advisors in Raleigh and rated 5.0 from 18 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Raleigh, NCUpdated 0 paid placements in any rankingHow we rank

Call (919) 784-9100Website ↗

Key facts

Key facts about Cerity Partners
Address4101 Lake Boone Trail #200, Raleigh, NC 27607Get directions
Phone(919) 784-9100
Websiteceritypartners.com
HoursMonday to Friday: 8:30 AM – 5 PM
Google rating5.0 from 18 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Raleigh and 11 towns within 25 miles: West Raleigh, Cary, Morrisville, Garner, Apex, Knightdale, Holly Springs, Wake Forest, Durham, Fuquay-Varina and Clayton.

Based in Raleigh, NCView on map

Opening hours

Opening hours for Cerity Partners
DayHours
Monday8:30 AM – 5 PM
Tuesday8:30 AM – 5 PM
Wednesday8:30 AM – 5 PM
Thursday8:30 AM – 5 PM
Friday8:30 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Cerity Partners

How is Cerity Partners ranked in Raleigh?

Cerity Partners is ranked #34 of 247 financial advisors in Raleigh by RFA Score, with 69 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Cerity Partners’ hours?

Cerity Partners is open Monday to Friday. Its listed hours are Monday to Friday, 8:30 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Cerity Partners serve?

Serves Raleigh and 11 towns within 25 miles: West Raleigh, Cary, Morrisville, Garner, Apex, Knightdale, Holly Springs, Wake Forest, Durham, Fuquay-Varina and Clayton. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Cerity Partners?

Cerity Partners has a rating of 5.0 from 18 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Cerity Partners?

Call Cerity Partners on (919) 784-9100. The business is at 4101 Lake Boone Trail #200, Raleigh, NC 27607. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Cerity Partners compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Cerity Partners (this business)—695.0 (18)NoNo
Financial Symmetry#32694.9 (20)NoNo1.7 mi
Capital Investment Companies#33694.7 (24)NoNo3.8 mi
Olde Raleigh Financial Group#35695.0 (18)NoNo0.8 mi

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