McGladrey Wealth Management No. 28 on Registered Investment Advisor List
Annual Financial Advisor Magazine Ranking
McGladrey Wealth Management LLC, an SEC-registered investment advisor owned by McGladrey LLP, was recently ranked as the nation's 28th largest Registered Investment Advisor (RIA) firm in Financial Advisor magazine’s 2013 ranking of Top Registered Investment Advisory Firms. The publication's rankings included more than 500 RIAs from across the country.
"At McGladrey Wealth Management, we understand the unique needs of our clients – many of whom are middle market business owners – and we are able to use that understanding to develop unique, customized plans to help them achieve their personal and professionals goals,” said Randy Matz, wealth management practice leader for McGladrey Wealth Management. “We are thrilled to, once again, be included in Financial Advisor’s annual ranking of top investment advisory firms.”
As published in the rankings results, at the end of 2012, McGladrey managed more than $4.5 billion in assets.
Annually, Financial Advisor magazine ranks the top registered investment advisory firms across the United States based on a survey of the firms' discretionary assets under management.
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.
McGladrey LLP is the leading U.S. provider of assurance, tax and consulting services focused on the middle market, with more than 6,700 people in 75 cities nationwide. McGladrey is a licensed CPA firm and serves clients around the world through RSM International, a global network of independent assurance, tax and consulting firms. McGladrey uses its deep understanding of the needs and aspirations of clients to help them succeed. For more information join our Facebook fan page at McGladrey News, follow us on Twitter @McGladrey and/or connect with us on LinkedIn.