Login
Awards | Sep 18, 2023
Book a 30 Minute,
No Obligation Meeting
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.
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 recognitionshere.
Read more about the rankings criteria and methodology here. Read our award disclosures here.
RELATED THOUGHTS
Articles & Interviews Jun 15, 2023
Cerity Partners Podcast on “Women Harnessing Their Financial Power to Invest”
Press Releases Sep 14, 2020
401(k) Best Practices: A Guidebook for Plan Sponsors
Matthew Gnabasik
PARTNER
Articles & Interviews Feb 18, 2019
Study Group: Is an In-House Legal Team Right for Your Firm?
Your Introduction to an Expert Financial Partner Awaits
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
Call us to Schedule: (212) 202-1810
Our Concierge Program offers a simple, personalized approach to finding your ideal financial advisor.
Schedule your complimentary
30-minute discovery call.
or
complete this form to schedule
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
Paul Chmielewski
Partner
2024 Gift, Estate, and GST Tax Changes
Partner Paul Chmielewski highlights the gift, estate and GST tax changes for 2024.
Stephen Klingler
Principal
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…
Paul Chmielewski
Partner
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.
