Certuity is one of 366 RIAs recognized in Financial Advisor Magazine’s 2025 RIA Survey and Ranking. This is the 11th consecutive year Certuity has been recognized.
“We are honored to once again be included in Financial Advisor Magazine’s RIA Survey and Ranking,” said Rich Bursek, President and Partner. “Our continued inclusion for more than a decade speaks to the strength of our client relationships and the commitment of our team.”
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, 2024, for the print edition of Financial Advisor magazine’s 2025 RIA survey.
The recognition was issued July 11, 2025 and applies July 2025 through July 2026.