Certuity is one of 20 firms included in Silicon Valley Business Journal’s Largest Wealth Management Firms in Silicon Valley.
“We are honored to be recognized by the Silicon Valley Business Journal among the region’s 20 Largest Wealth Management Firms in Silicon Valley,” said Rich P. Bursek, President and Partner. “Being on this list for the first time reflects the trust of our clients and the dedication of our team as we serve more founders, business leaders and families in San Francisco and Silicon Valley.”
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.
SVBJ Methodology:
This List includes wealth management firms with offices in Silicon Valley.
Information on The List was obtained from Form ADV filings with the Securities and Exchange Commission, company representatives, or through SVBJ research.
Silicon Valley is defined as Santa Clara County; Fremont, Newark and Union City in Alameda County; Atherton, Belmont, East Palo Alto, Foster City, Menlo Park, Portola Valley, Redwood City, San Carlos, San Mateo and Woodside in San Mateo County; and San Benito, Santa Cruz and Monterey counties.
The recognition was issued September 5, 2025 and applies September 2025 through September 2026.