Forbes Recognizes Certuity in America’s Top RIA Firms Ranking for Second Year

October 2024 – Certuity is one of 250 RIA Firms recognized in the Forbes America’s Top RIA Firms 2024 Ranking.

“We are honored to once again be ranked by Forbes as a Top RIA for the second year in a row in 2024. This ranking is a reflection of our outstanding team and the unwavering support of our loyal clients,” 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. 

The Forbes ranking of America’s Top RIA Firms, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone, virtual and in-person due diligence interviews, and quantitative data. The algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.

The recognition was issued October 8, 2024 and applies October 2024 through October 2025.