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Cerity Partners is pleased to announce it ranked #11 on Barron’s 2023 Top 100 RIA Firms. The firm has been included in this list for the fourth year in a row.
This is the eighth annual ranking of independent advisory companies by Barron’s and is based on assets managed, technology spending, staff diversity, succession planning, and other metrics.
Cerity Partners has received multiple honors throughout 2023. RIA Intel named it RIA of the Year (Over $1 Billion AUM), it was included in the list of FA Magazine America’s Top RIAs, and Cerity Partners was named to Barron’s Top 100 Institutional Consulting list.
See our full list of industry recognitions here.
Read more about the rankings criteria and methodology here. Read our award disclosures here.
David Jumper
PARTNER
David Newson
PARTNER & CHIEF MARKETING OFFICER
Stefan Ludlow
SENIOR PRINCIPAL & CHIEF TECHNOLOGY OFFICER
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Michael Disharoon
Partner
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