Austin Private Wealth is an Austin, Texas-based registered investment advisory firm managing approximately $1.4 billion in client assets, offering wealth management, retirement planning, tax-aware strategies, cross-border planning and wealth transfer planning.

Cerity Partners is a national independent wealth management firm with approximately $140 billion in assets under management, providing comprehensive wealth planning, investment management and holistic financial solutions. Following the merger, Austin Private Wealth will operate under the Cerity Partners name.

Republic Capital Group served as the exclusive investment banking advisor to Austin Private Wealth, providing strategic and financial guidance throughout the transaction.