Certuity is one of 150 RIA Firms listed in Financial Planning’s RIA Leaders 2025: 150 Largest Fee-Only List for the third consecutive year.
“We’re grateful to Financial Planning for naming us a leading RIA, a reflection of the impact our client-focused approach is making. This achievement is thanks to the dedication of our employees and the trust of our clients.” stated Rich Bursek, President and Partner.
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.
FP’s data partner for the RIA Leaders feature, COMPLY, produced the below rankings by applying the following six criteria to firms’ required SEC Form ADV filings on May 1, 2025:
- Firms must have zero registered representatives of a broker-dealer.
- At least 50% of the firm’s clients must be individuals or high net worth individuals.
- Firms must not list commissions as a compensation arrangement.
- Firms must have more than zero financial planning clients.
- Firms must not list commission-taking businesses in “other business activities.”
- Firms cannot be affiliated under common ownership with commission-taking businesses.
In the absence of an official regulatory classification and definition for the titles “financial planner” or “financial advisor,” FP is using the closest available figure available through Form ADV requiring firms to state the number of employees “registered with one or more state securities authorities as investment adviser representatives.”
The recognition was issued November 18, 2025 and applies November 2025 through November 2026.