Certuity is one of 50 asset managers listed in Los Angeles Business Journal’s Money Management Firms. The list consists of the largest money management firms in Los Angeles County.
“We’re proud to be included among Los Angeles Business Journal’s leading Money Management Firms for the sixth year. This recognition underscores the strength of our team and the relationships we’ve built with the families we serve,” said Rich Bursek, President and Partner. “It’s a reflection of our ongoing commitment to delivering thoughtful, client-driven solutions.”
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.
Los Angeles Business Journal Money Management Firms Methodology:
Information for this list was collected from sources including company representatives, Securities and Exchange Commission filings and company websites. Firms are ranked by assets under management in L.A. County offices as of December 31, 2024.
The recognition was issued June 16, 2025 and applies June 2025 through June 2026.