August 2023 – Certuity has been ranked the fastest-growing RIA firm in Florida in Citywire RIA’s 50 Growers Across America list for 2023.
Citywire RIA developed this list using publicly available data, including form ADV data, and then evaluated eligible firms based on their 2022 performance in three categories: AUM percentage growth, AUM monetary growth and employee percentage growth.
“All of us at Certuity are honored to be recognized as the fastest-growing RIA firm in Florida, which is a testament to our incredible clients, strategic partners and employees,” said Mr. Rich Bursek, President.
Certuity provides a holistic approach to wealth management, legacy planning and family office services. Certuity’s independent structure, objective platform and underlying fiduciary duty differentiate it from a majority of traditional wealth management firms.
Certuity and its advisors have also been recognized in Barron’s Top U.S. Advisors Ranked by State 2014-2023 and America’s Top 100 Independent Advisors 2016-2019, Forbes’ Top Women Advisors 2020-2021 and Best-in-State Advisors 2020-2023, The Financial Times Top 300 Financial Advisors 2015-2020, Financial Advisors Magazine’s Top 50 Fastest Growing Firms 2013 & 2019 and RIA Ranking 2019-2022, and the Los Angeles Business Journal’s Banking and Finance Visionaries 2021-2023.
Certuity has offices in New York City, North Palm Beach, San Francisco, Manhattan Beach, and Santa Monica.