October 2023 – Certuity is one of 250 RIA Firms recognized in the Forbes America's Top RIA Firms Ranking for 2023.
The Forbes list of America's Top RIA Firms, developed by SHOOK Research, relies on an algorithm of qualitative data, gathered primarily through telephone, virtual, and face-to-face due diligence interviews with quantitative data. This algorithm takes into account factors such as revenue trends, assets under management, compliance records, industry experience, and adherence to best practices when interacting with clients. Portfolio performance is not considered a criterion due to differing client objectives and the lack of audited data. It's important to clarify that neither Forbes nor SHOOK receive any fees in exchange for their ranking services.
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, Citywire RIA’s Fasted Growers Across America 2023, 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.