Barron’s Ranks Mark Udis on America’s Top 1,200 Financial Advisors List for Fourth Consecutive Year

March 2024 – Mark Udis, Partner, has been ranked by Barron’s as one of America’s Top 1,200 Financial Advisors for March 2024 through March 2025. This is the fourth year that Mr. Udis has been recognized and the eleventh consecutive year Certuity has been recognized on the Barron’s Top Financial Advisors list. Mr. Udis focuses on high and ultra high net worth families and is actively involved in the firm’s family office practice. 

“We are incredibly grateful to once again be honored as America’s Top 1,200 Financial Advisors by Barron’s. This recognition underscores Mr. Udis’ unwavering commitment to empowering his clients to achieve their financial goals. It also serves as a testament to our exceptional client base and dedicated employees,” said Rich Bursek, President and Partner.

Certuity is a boutique wealth management and multifamily office firm that provides a holistic approach to wealth management, legacy planning and family office services. The firm has offices throughout the country, including New York City, North Palm Beach, San Francisco, Miami, Santa Monica and Manhattan Beach. 

The rankings are based on data provided by around 6,000 of the nation’s most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice, and philanthropic work. Investment performance isn’t an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment-picking abilities. The rankings are meant as a starting point for clients looking for an advisor—a first-pass vetting that can help investors narrow a search. Every advisor will have his or her own approach to investing, financial planning, and other services. Clients are encouraged to approach a search for an advisor the way they would a search for a doctor—interviewing multiple professionals and getting opinions from multiple third parties. 

The recognition was issued March 10, 2024 and applies March 2024 though March 2025.