EMPOWERED ADVISOR GROWTH

Where Advisors Accelerate Their Growth

We have created an environment and structure that allows advisors to realize their full potential. We seek sophisticated advisors who excel at providing value to their clients, deliver excellent client service and foster a collaborative environment. Our advisors bring deep expertise and client-first thinking to design solutions that are tailored to clients’ needs.

Discuss your next step with Certuity

This field is for validation purposes and should be left unchanged.
Name(Required)
Name(Required)

Why Join Certuity

Build Wealth Beyond Your Book

We’re 100% owned by our employees and ultra-high-net-worth families. Every employee receives equity and every advisor has a path to partner. Have a stake in the firm's future and a seat at the table.

No Private Equity Money

We’ve never taken private equity money. That means no outside agendas or growth-at-all-costs mentality. Just long-term alignment with you and your clients on your terms.

Attract Larger Clients

Sophisticated clients expect more - and we deliver. Become the family's CFO and CIO with our Alts+ private funds platform, custom portfolios, tax mitigation strategies, family office, and OCIO services.

Land New Clients

Supercharge referrals and drive new leads. Our dedicated in-house marketing, business development, and technology teams will help mine your target market and grow your client base.

Let Technology Do the Talking

Consolidated performance, tax reporting, net worth statements and in-depth financial reviews help you operate smarter and deliver a high-end client experience.

Contribute to the Culture

Thrive in a true team environment. Join a collaborative firm of experts who share a commitment to doing what is best for their clients.

Unlike working at a big broker-dealer, advisors at Certuity have the freedom to recommend the best strategies to clients without being constrained by corporate agendas or unnecessary red tape.

Jayson J. Brown

Jayson Brown, CFP®, Partner >

For advisors who thrive in a team environment and want accelerated growth, Certuity is the perfect home. I’m able to focus on meeting prospects and growing because my team takes care of the rest - from creating sales materials to building a custom opportunity dashboard.

Mariia Eroshin, , CFA, CPA, CFP®, MBA, Partner >

Business Development

Targeted prospect and COI outreach via targeted marketing campaigns

Referral strategies through data analytics and market outreach

Opportunity dashboard to track and improve sales velocity

Customized CRM to manage client relationships

Marketing, PR, and Events

Access to our dedicated marketing and PR professionals

Advisor branded sales and marketing materials

Marketing campaigns to clients, prospects and COIs

Content development and PR coverage opportunities

Awards research and applications

Investment and market thought leadership

Social media marketing

Advisor webinars and live events

Industry-Ranked Firm

For the past three years, we've been a Forbes America Top RIA Firm. 1

Our advisors are widely recognized and have been featured in Barron’s Top Financial Advisors. 2

Contact Us

  1. The recognition was issued October 10, 2023 and applied October 2023 through October 2024. The recognition was issued October 8, 2024 and applies October 2024 through October 2025. The recognition was issued October 1, 2025 and applies October 2025 through October 2026.
  2. Certuity’s advisors have been recognized in Barron’s Top 1,200 Advisors for the years of 2014 – 2024. In 2024, the ranking was issued March 11, 2024 and applies to March 2024 – March 2025.

Next

Office Locations