August 2023 – Certuity is one of 521 firms recognized in Financial Advisor Magazine’s 2023 RIA Survey and Ranking. The annual report ranks Registered Investment Advisors (RIAs) according to assets under management as of the end of the previous calendar year. This is the ninth consecutive year Certuity has been recognized.
The Financial Advisor Magazine’s RIA ranking is an independent listing produced by Financial Advisor Magazine. To be eligible, advisory firms must be RIAs, file their own ADV statement with the SEC and provide financial planning and related services to individual clients. RIAs submit data from their firm, including total assets under management, growth in assets, growth in assets per client and percentage change in number of clients.
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 with inherent conflicts of interest.
Certuity and its advisors have 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.