Insights

Expansion Opportunity ARGI recently expanded offices in 2022, signaling growth and potential needs for additional financial solutions, retirement plan services, and business advisory support as they scale.

Small to Mid Market Focus With revenue in the 10M–25M range and a staff size of 201–500, ARGI fits a segment that can benefit from outsourced CFO services, enhanced investment management, and tailored corporate financial solutions.

Integrated Services ARGI offers a broad suite from personal financial planning to tax and trust services, presenting cross-sell potential across protection, estate planning, and insurance solutions for clients and business owners.

Tech-Driven Growth Being a financial services firm with a defined tech stack presents opportunities to deepen digital advisory capabilities, client portals, and data-driven financial planning to attract and retain clients.

Competitive Landscape Operating in a market with large multi-billion firms nearby suggests a need for differentiators such as enhanced advisory services, fiduciary standards, and scalable retirement plan services to compete for business.

Similar companies to Cerity Partners LLC

Cerity Partners LLC's Email Address Formats

Cerity Partners LLC uses at least 4 email formats:
Cerity Partners LLC Email FormatsExamplePercentage
FirstLast@argi.netJohnDoe@argi.net
77%
Last@argi.netDoe@argi.net
12%
FirLast@argi.netJohDoe@argi.net
8%
First.Last@argi.netJohn.Doe@argi.net
3%

Frequently Asked Questions

What is Cerity Partners LLC's phone number?

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You can contact Cerity Partners LLC's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Cerity Partners LLC's stock symbol?

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Cerity Partners LLC is a publicly traded company; the company's stock symbol is BLNKW.

What is Cerity Partners LLC's official website and social media links?

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Cerity Partners LLC's official website is argi.net and has social profiles on LinkedIn.

How much revenue does Cerity Partners LLC generate?

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As of July 2026, Cerity Partners LLC's annual revenue is estimated to be $10M - $25M.

What is Cerity Partners LLC's NAICS code?

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Cerity Partners LLC's NAICS code is 52 - Finance and Insurance.

How many employees does Cerity Partners LLC have currently?

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As of July 2026, Cerity Partners LLC has approximately 240 employees across 2 continents, including North America and Europe. Key team members include Partner: B. S., Wealth Advisor And Partner At Cerity Partners: D. R. and Partner: J. L. Explore Cerity Partners LLC's employee directory with LeadIQ.

What industry does Cerity Partners LLC belong to?

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Cerity Partners LLC operates in the Financial Services industry.

What is Cerity Partners LLC's email format?

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Cerity Partners LLC's email format typically follows the pattern of FirstLast@argi.net. Find more Cerity Partners LLC email formats with LeadIQ.

When was Cerity Partners LLC founded?

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Cerity Partners LLC was founded in 1995.
Cerity Partners LLC logo

Cerity Partners LLC

Financial ServicesKentucky, United States201-500 Employees

Cerity Partners LLC is a mid-sized financial services firm based in Louisville, Kentucky. It provides a broad set of financial guidance and management services for individuals and businesses, including personal financial planning, investment management, corporate financial solutions, retirement plan services, business advisory services, insurance, tax, and trust services. These services are delivered through a network of affiliated entities under ARGI Financial Group LLC, such as ARGI Investment Services, LLC; ARGI CPAs and Advisors, PLLC; SCA CPAs and Advisors, PLLC; ARGI Business Services, LLC; and Advisor Insurance Solutions, LLC, with trust services provided by ARGI Trust, a division of Advocacy Trust LLC. The firm maintains a web presence at argi.net.

In 2022, ARGI expanded its offices to 310 Ring Road, including relocating its Elizabethtown office to that location, signaling regional growth within the ARGI-affiliated network. This development reflects the organization’s multi-location footprint in Kentucky and its affiliate-based structure for delivering its service offerings.

Section iconCompany Overview

Phone number
Website
argi.net
Stock Symbol
BLNKW
NAICS Code
52 - Finance and Insurance
Founded
1995
Employees
201-500

Section iconFunding & Financials

  • $10M - $25M

    Cerity Partners LLC's revenue is estimated to be in the range of $10M - $25M

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