October 2025 – Certuity is one of 250 RIA Firms recognized in the Forbes America’s Top RIA Firms 2025 Ranking.
“We are grateful to Forbes for once again recognizing us as a Top RIA. Earning this distinction three years in a row reflects the commitment of our team and the enduring relationships we have with our clients,” stated Rich Bursek, President and Partner.
Certuity is a private wealth management and multi-family office specializing in tailored financial services for high- and ultra-high net-worth individuals, entrepreneurs, family businesses, and business owners. Core offerings include investment advisory, reporting, tax planning, estate planning, and access to qualified private investment opportunities with a strong emphasis on wealth preservation and legacy planning, Certuity delivers a personalized family office experience designed to meet the unique needs of its clients.
Forbes Methodology
The Forbes ranking of America’s Top RIA Firms, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone, virtual and in-person due diligence interviews, and quantitative data. The algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.
The recognition was issued October 1, 2025 and applies October 2025 through October 2026.