Oak Hill Wealth Advisors

What Oak Hill Wealth Advisors does

Oak Hill Wealth Advisors is a private wealth management and financial planning firm that operated as a fiduciary serving high-net-worth individuals and families with $1M+ in investable assets, alongside business owners, corporate clients, and institutional segments. The firm was headquartered at 19415 Deerfield Avenue, Suite 203, Lansdowne, Virginia, and was staffed by 1-10 employees. Service offerings spanned investment management, estate and gift planning, financial planning, insurance planning and risk management, tax planning and preparation, trust services, marital financial planning, cross-border planning, business owner advisory, and specialized offerings for women. Distribution was relationship-led: a Concierge Program used a Best Fit Framework to match prospective clients with advisors through complimentary 30-minute discovery calls, supported by content marketing, webinars, and newsletter outreach. The Barron's 2025 Mega Award was used as a credentialing asset on the website.

The underlying technology stack was composed of third-party RIA platforms rather than proprietary systems: Addepar, Orion, Black Diamond, eMoney, and MoneyGuide Pro for portfolio reporting and financial planning; ShareFile, Box, and secure email via DeliverySlip for document management and communications. Revenue was generated through advisory fees on a personalized, asset-based structure billed annually, with no publicly disclosed fee schedule. The $1M minimum investable asset threshold positioned the firm squarely in the HNW tier rather than mass-affluent or institutional segments.

On October 15, 2025, Oak Hill Wealth Advisors merged with Cerity Partners, a larger wealth management platform operating across 20+ US states. Following the merger, Oak Hill operates as part of the Cerity Partners organization under the Cerity Partners brand, with its Lansdowne, VA office retained. As an independent entity, Oak Hill no longer exists; its client base, advisors, and service capabilities have been absorbed into Cerity Partners' broader platform, which now includes Family Office, Workplace Solutions, Retirement Plan Consulting, Corporate Venture Capital, OCIO, and Institutional Consulting services unavailable under standalone Oak Hill.

Name

Oak Hill Wealth Advisors

Legal name

Cerity Partners

Website

https://oakhillwa.com

Company type

Private

Founded year

2022

Operating status

Acquired

Headcount range

1–10 employees

Short description

Oak Hill Wealth Advisors was a private, fiduciary wealth management and financial planning firm serving high-net-worth individuals, families, business owners, corporations, and institutions. Founded in 2022 and based in Lansdowne, Virginia, it merged with Cerity Partners in October 2025.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

akta.pro secondary industries

Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF), Philanthropy & Foundations Advisory (Donor-Advised Funds, Endowments) (FSAAABAH)

Keywords

• Wealth management services
• Financial planning
• Investment advisory
• Estate planning
• Tax preparation services

Headquarters

HQ city

Leesburg

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Wealth Management Advisory Services: The firm generates revenue through advisory fees for comprehensive wealth management services including investment solutions, estate planning, tax preparation, and financial planning for high-net-worth individuals and families.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

Oak Hill Wealth Advisors provides integrated wealth management and financial planning services to high-net-worth individuals and families with investable assets typically exceeding $1 million. Its offering spans investment management, estate and gift planning, financial planning, tax planning and preparation, insurance planning, trust services, and family office capabilities. Following its October 2025 merger with Cerity Partners, the firm extends its reach into corporate workplace solutions, retirement plan consulting, corporate venture capital, outsourced CIO (OCIO) services, and institutional consulting.

Product overview

Oak Hill Wealth Advisors offers a comprehensive suite of wealth management services as part of the Cerity Partners network. The firm provides integrated financial services including wealth management, investment solutions, capital solutions, estate and gift planning, financial planning, insurance planning, tax planning, trust services, and family office services for individuals and families. For corporate clients, the firm offers workplace solutions, retirement plan consulting, and corporate venture capital services. Institutional services include OCIO (Outsourced CIO) and institutional consulting. The firm also provides specialized services for business owners and women. Following the October 2025 merger with Cerity Partners, these services are now offered through the combined Cerity Partners platform with enhanced national coverage across 20 states.

Differentiator

Problem solved

Functional benefit

Products and services

• Wealth Management Comprehensive wealth management service for individuals and families combining investment solutions, capital solutions, estate and gift planning, financial planning, insurance planning, and tax planning under one integrated offering.
• Investment Solutions Investment management and asset allocation strategies delivered as a component of the wealth management offering for individuals and families.
• Estate and Gift Planning Estate planning and wealth transfer strategies for individuals and families to structure intergenerational asset transfer and minimize transfer taxes.
• Financial Planning Comprehensive financial planning services for individuals and families covering goals-based planning, cash flow, and long-term financial strategy.
• Insurance Planning & Risk Management Insurance planning and risk assessment services to protect client wealth against unforeseen events.
• Tax Planning & Preparation Tax planning and preparation services for individuals and families to optimize tax efficiency across their financial picture.
• Trust Services Trust management and fiduciary services for individuals and families to administer and oversee trust assets.
• Family Office Comprehensive family office services for high-net-worth families, including consolidated reporting, bill pay, and multi-generational wealth coordination.
• Business Owner Advisory Advisory services for business owners including business owner financial planning and CFO & accounting services to address liquidity events, succession, and integrated personal-business financial planning.
• Cross-Border Services Financial planning and wealth management for clients with international or cross-border financial situations, addressing multi-jurisdictional tax and estate considerations.
• Capital Solutions Capital raising and financial solutions services for individual and family clients.
• Workplace Solutions Corporate workplace financial solutions including executive financial counseling and beneficiary financial counseling to support employee financial wellness.
• Retirement Plan Consulting Retirement plan consulting services for corporations covering defined benefit plans and defined contribution services.
• Corporate Venture Capital Corporate venture capital advisory services for corporations seeking strategic investments and for entrepreneurs and investors.
• Cerity Partners OCIO Outsourced Chief Investment Officer (OCIO) services for institutional clients, providing discretionary investment management and fiduciary oversight.
• Institutional Consulting Institutional consulting services for non-profit organizations and institutions, providing investment policy guidance and portfolio oversight.

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration9 records

Partnerships

One partnership is on record.

• Cerity PartnersflagshipStrategic or Co-development Partner · 15 October 2025Oak Hill Wealth Advisors merged with Cerity Partners, combining two wealth management firms to create a stronger combined entity. The merger, reported by Global Legal Chronicle, integrates Oak Hill's client base and advisors into Cerity Partners' broader platform operating across 20+ US states.

Scale indicators2 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• Wetherby Asset Management: Independent RIA providing personalized wealth management and financial planning to HNW individuals, families, and institutions. Comparable boutique fiduciary model with similar integrated planning emphasis.
• Bessemer Trust: Privately-held wealth and investment advisory firm serving ultra-high-net-worth families, foundations, and endowments. Comparable in fiduciary model, integrated family office services, and multi-generational wealth planning focus.
• Wilmington Trust Wealth Management: Wealth advisory and trust services firm serving HNW individuals, families, and institutions with investment management, estate, and corporate advisory services. Comparable integrated offering and fiduciary positioning.
• Mariner Wealth Advisors: Large national RIA providing integrated wealth management, tax, estate, and financial planning to HNW clients and institutions. Comparable in offering breadth and HNW focus, with a similar roll-up strategy across the US.
• Cerity Partners: National wealth management and institutional advisory firm that absorbed Oak Hill Wealth Advisors in October 2025. Operates the same integrated HNW service model across 20+ US states, making it the most directly comparable entity post-merger.
• Brown Brothers Harriman Wealth Management: Multi-family office serving HNW individuals and families with integrated investment management, trust services, and estate planning. Closely comparable on fiduciary service model and comprehensive wealth offering.
• Edelman Financial Engines: Large national RIA offering wealth management and financial planning to households and corporate workplace clients. Comparable integrated advisory model and similar workplace solutions/retirement plan consulting offerings.
• Creative Planning: National fiduciary RIA offering wealth management, financial planning, and institutional consulting to HNW individuals and corporations. Highly comparable in integrated service delivery and HNW target segment.

Emerging players

• GenTrust Wealth Management: Independent RIA serving HNW individuals, families, and institutions with integrated wealth, tax, and estate planning. Comparable boutique scale and fiduciary positioning, with overlap in serving business owners and executives.

Broad incumbents

• Morgan Stanley Wealth Management: Large-scale broker-dealer affiliated wealth management franchise serving HNW and ultra-HNW clients. Comparable target market but operates as a much broader incumbent with banking, capital markets, and institutional capabilities layered on top.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Oak Hill Wealth Advisors