Certuity Recognized in Financial Advisor Magazine’s RIA Ranking for the Tenth Consecutive Year
July 2024– Certuity is one of 431 RIA’s recognized in Financial Advisor Magazine’s 2024 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 tenth consecutive year Certuity has been recognized.
“We are honored to once again be ranked in Financial Advisor Magazine’s 2024 RIA Survey and Ranking, marking a decade of recognition among the industry’s top firms. This ranking is a testament to our incredible team of employees and loyal client base.” stated 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, Miami, and Manhattan Beach.
Financial Advisor Magazine’s RIA survey is a ranking based on assets under management at year end of independent RIA firms that file their own ADV with the SEC. FA’s RIA ranking orders firms from largest to smallest, based on AUM reported to them by firms that voluntarily complete and submit FA’s survey by the deadline. FA verifies AUM through the review of ADV forms. To be eligible for the ranking, firms must be independent registered investment advisors and file their own ADV statement with the SEC and provide financial planning and related services to individual clients. Firms must have at least $1 billion in assets under management as of December 31, 2023, to be included in the print edition of Financial Advisor magazine’s 2024 RIA survey. Firms with under $1 billion will be included in FA’s expanded 2024 online RIA survey.
The recognition was issued July 14, 2024 and applies July 2024 through July 2025.