Cerity Partners Named to Barron’s 2023 Top RIA List

Awards | Sep 18, 2023

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.

Our Concierge Program offers a simple, personalized approach to finding your ideal financial advisor.

Schedule your complimentary 30-minute discovery call so we can understand your unique financial and life goals and match you with the advisor most well suited to help.

Dustin Ribergaard

Lead Concierge

Book your meeting

This 30-minute call with me is designed to better understand your unique financial and life goals and match you with the advisor most well suited to help.

Looking forward to
speaking with you!

Lead Concierge

Dustin Ribergaard

Thank you for booking a meeting with us!

We look forward to connecting with you soon.

Here are some valuable insights to read before your meeting

Estate Planning

2024 Gift, Estate, and GST Tax Changes

Partner Paul Chmielewski highlights the gift, estate and GST tax changes for 2024.

Investing

5 Things to Do in a Down Market

Volatile markets can shake the confidence of even the most committed long-term investors. Starting with a comprehensive financial plan, understanding just how much risk you…

Charitable Giving

A Guide to Charitable Gifting Options

Discover the power of purposeful giving with our guide on current charitable gifting options. Explore Private Foundations, Charitable Remainder Trusts, and Donor Advised Funds to…

For general inquiries, click here | For institutions and non-profits, click here

For general inquiries, click here
For institutions and non-profits, click here

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.

Our Concierge Program offers a simple, personalized approach to finding your ideal financial advisor.

Schedule your complimentary 30-minute discovery call so we can understand your unique financial and life goals and match you with the advisor most well suited to help.