RSM US Wealth Management Ranked No. 4 on Accounting Today's Top Firms by AUM
RSM US Wealth Management LLC was recently ranked No. 4 by Accounting Today on the publication’s tenth annual list of Top Billion Dollar Firms by Assets Under Management (AUM).
Accounting Today’s “Setting High Standards” report discusses how the new fiduciary rule and technology are top of mind for CPA financial planners. “The fiduciary rule is a hot topic this year, but one of last year’s big concerns remains current with the Top Firms: the intersection of technology and financial planning. This came to the fore in 2015 with the rise of “robo advisors,” algorithm-driven planning services, have prompted some CPA financial planners to think more deeply about technology’s role in the field.”
“We take the time to truly understand our clients’ needs, issues and challenges,” said Randy Matz, practice leader at RSM US Wealth Management LLC. “By knowing clients’ specific circumstances, our advisors are able to identify and implement strategies designed to help them meet their financial objectives. Recognitions such as this one from Accounting Today reiterate the fact that we are a valued trusted advisor to our clients, many of whom are middle market business leaders.”
Accounting Today received submissions from more than 200 CPA firms with financial planning practices or subsidiaries. The Billion Dollar Club, to which RSM US Wealth Management belongs, includes 28 members.
About 2016 Wealth Magnets Rankings
The 2016 Wealth Magnets Ranking was created and conducted by Accounting Today. This ranking is solely based on Assets Under Management of CPA firms with financial planning services that participated. For more information, please contact Accounting Today at 800-869-6882 or refer to their website: www.accountingtoday.com. This survey may not be representative of any one client’s experience and is not indicative of future performance.
About RSM US Wealth Management
RSM US Wealth Management LLC provides investment advisory services, financial planning and other wealth management services to individuals and businesses. RSM US Wealth Management LLC is an SEC-registered investment advisor. RSM US Wealth Management's parent company and sole member is RSM US LLP.
About RSM US LLP
RSM US LLP is the leading provider of audit, tax and consulting services focused on the middle market, with 9,000 people in 86 offices nationwide. It is a licensed CPA firm and the U.S. member of RSM International, a global network of independent audit, tax and consulting firms with more than 38,300 people in over 120 countries. RSM uses its deep understanding of the needs and aspirations of clients to help them succeed. For more information, visit rsmus.com, like us on Facebook, follow us on Twitter and/or connect with us on LinkedIn.