Next-Gen + Best-in-State · rank 155 · New York, New York · listed firm: Cerity Partners
Identity & firm
- Firm — Cerity Partners (high)
- “CERITY PARTNERS LLC” — sec_finra_regulatory
- Parent company — independent (high)
- “Cerity Partners is proud to be one of the fastest-growing RIAs.” — firm_official
- “Our advisors draw upon the universe of available solutions to the extent they can be leveraged in your interest. We are not bound to any one solution.” — firm_official
- Firm type — independent_ria (high)
- “This individual has passed 0 principal/supervisory exams, 0 general industry/product exams, and 1 state securities law exam.” — sec_finra_regulatory
- “IA New York Investment Adviser Representative Approved 03/28/2023” — sec_finra_regulatory
- Team name — gap: not_found_after_search
- Team size — gap: not_found_after_search
- CRD — 5841004 (high)
- “ANDREW RINGWOOD HOERCHER (CRD# 5841004)” — sec_finra_regulatory
- Years experience — 14 (medium)
- “Andrew is a Partner in the New York office, is a member of the Cerity Partners Wealth Management Investment Committee, and has over 10 years of experience in the financial services industry.” — firm_official
- “Andrew joined KLS as an associate in July 2012 and was there for over 10 years.” — firm_official
- Designations — — (medium)
- “Andrew Hoercher Partner Park Avenue Client Advisory” — firm_official
Book of business
- Team AUM ($M) — 4900 (high)
- “Team Assets (Custodied): $4.9B” — forbes_shook
- Account minimum ($M) — 3 (high)
- “Minimum Account Size For New Business: $3M” — forbes_shook
- Typical client net worth ($M) — 27.5 (high)
- “Typical Net Worth Of Relationships: $5-50M” — forbes_shook
- Client niche — law firm partners, corporate executives, and business owners (high)
- “Andrew has worked closely with partners at major law firms, corporate executives, and business owners.” — firm_official
- “Financial planning for the law firm partner takes specific experience and an understanding of the complexities that arise throughout the life cycle of a partner.” — firm_official
- Custodians — gap: not_found_after_search
- Fee model — gap: not_found_after_search
Positioning & marketing
- Website url — https://ceritypartners.com/team/andrew-hoercher/ (high)
- “Andrew Hoercher | Cerity Partners” — firm_official
- Value proposition (verbatim) — Our practice delivers value and personalized service to clients through integrity, professionalism, and results-driven performance. We work collaboratively to help clients navigate life's milestones and achieve their financial goals. (high)
- “Our practice delivers value and personalized service to clients through integrity, professionalism, and results-driven performance. We work collaboratively to help clients navigate life’s milestones and achieve their fin” — firm_official
- “A More Thorough Approach Successful wealth management considers every aspect of your finances. We offer a full spectrum of coordinated services to preserve, grow, and transfer prosperity.” — firm_official
- Differentiators — Independence — not bound to any one solution, Everything under one roof: investments, planning, estate, tax, insurance coordinated, Scale with personalization — lower cost structures, exclusive private-investment access, Stewardship — full transparency on all terms, risks, and expected outcomes, Deep specialization in law firm partner compensation and capital-account planning (high)
- “Our advisors draw upon the universe of available solutions to the extent they can be leveraged in your interest. We are not bound to any one solution.” — firm_official
- “Our comprehensive approach to wealth management provides everything you need under one roof.” — firm_official
- Content marketing — occasional (medium)
- “Andrew Hoercher and Tara D. Vagnone and Michael McCarville ... Financial Planning for the Law Firm Partner” — firm_official
- “Financial Planning for the Law Firm Partner” — firm_official
- Has podcast — no (medium)
- “Bio Education, Highlights & Awards Insights” — firm_official
- Books published — 0 (medium)
- “Education B.S. in Economics from St. Lawrence University M.S. in Business Administration with a concentration in finance from Martin J. Whitman School of Management at Syracuse University” — firm_official
- Linkedin url — gap: not_found_after_search
- Social presence — gap: not_found_after_search
- Press awards — Forbes Best-In-State Wealth Advisors (2025), Forbes Top Next-Gen Wealth Advisors Best-In-State (2024 & 2025) (medium)
- “Forbes Best-In-State Wealth Advisors (2025)” — firm_official
- “Forbes Top Next-Gen Wealth Advisors Best-In-State (2024 & 2025)” — firm_official
Visual brand
- Has distinct logo — no (high)
- “
- “Back to All People Andrew Hoercher Partner Park Avenue Client Advisory” — firm_official
- Logo url — https://ceritypartners.com/wp-content/themes/cerity-partners/img/favicon.svg (medium)
- Visual brand notes — Corporate Cerity branding, no team identity. White inline-SVG wordmark on dark header; restrained monochrome palette with clean sans-serif type. Advisor portraits are uniform studio headshots in circular 'bubble' crops across the firm-wide team directory. (medium)
