United States

Forbes Names McGladrey Wealth Management LLC to Top 50 Wealth Managers List

NEWS RELEASE

CHICAGO, ILMcGladrey Wealth Management LLC was recently ranked on Forbes' annual Top 50 Wealth Managers list, joining an elite group of firms that are "growing like crazy," according to the publication, thanks to "a stream of new clients and advisors and a hot market recovery."

McGladrey Wealth Management ranked as the 23rd largest fee-based Registered Investment Advisory (RIA) firm, and the 35th fastest growing firm.

Forbes reports that assets in the RIA channel have grown 6.8 percent annually over the past four years to just over $2 trillion.

"At McGladrey, we understand our clients' needs for objective, holistic planning that starts with education," said Randy Matz, wealth management practice leader for McGladrey Wealth Management LLC. "We are pleased to be included in Forbes' list of Top 50 Wealth Managers, and hope to continue to grow our business by helping our clients create thorough financial plans with sound asset management approaches."

Methodology
RIA Database compiled the Top Advisor list using data as reported March 31, 2013. The Top Advisor list ranked RIAs (registered investment advisors) based on total assets under management. The Growth list ranked RIAs based on their growth in total assets under management as reported March 31, 2011 through March 31, 2013. The Emerging Advisors list ranked RIAs under $500 million in total assets under based on growth in total assets under management as reported March 31, 2011 through March 31, 2013. Advisors qualified based on quantitative and qualitative factors. RIAs qualified for the list if at least 50 percent of their clients include high net worth and/or non-high net worth individuals and conduct wealth management services including portfolio management services, asset allocation, manager selection and/or financial planning services. Firms that were dually registered with FINRA as a broker/dealer and firms where their primary business includes managing hedge funds or mutual funds were excluded. Firms affiliated with banks or broker/dealers were included. Firms with no or unreported assets under management as of March 31, 2011 were excluded from the lists.

About McGladrey Wealth Management
McGladrey Wealth Management LLC provides investment advisory services, financial planning and other wealth management services to individuals and businesses. McGladrey Wealth Management LLC is an SEC-registered investment advisor. McGladrey Wealth Management's parent company and sole member is McGladrey LLP.

About McGladrey
McGladrey LLP is the leading U.S. provider of assurance, tax and consulting services focused on the middle market, with more than 6,500 professionals and associates in 75 offices nationwide. McGladrey is a licensed CPA firm, and is a member of RSM International, the seventh largest global network of independent accounting, tax and consulting firms. For more information join our Facebook fan page at McGladrey News, follow us on Twitter @McGladrey, and connect with us on LinkedIn, and/or on YouTube.

Contact for Media Only:

Terri Andrews
Director, National Public Relations

terri.andrews@mcgladrey.com
980.233.4710


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Telephone 800.274.3978

 

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