Certuity has been included in Financial Advisor Magazine’s 2026 RIA Survey and Ranking, marking twelve consecutive years of recognition.
“Twelve years on this list reflects the consistency of our approach: staying independent, focusing on our clients, and growing in a way that serves them,” said Carter Mecham, Chief Operating Officer. “That dedication is what we aim to bring to every family we serve.”
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.
Financial Advisor Magazine Methodology:
Financial Advisor Magazine’s RIA survey is a ranking based on assets under management (AUM) at independent RIA firms. This ranking includes firms with AUM exceeding $500 million as of December 31, 2025, for the print edition of Financial Advisor Magazine’s 2026 RIA survey.
The recognition was issued July 10, 2026 and applies July 2026 through July 2027.