RSM US Wealth Management Ranked No. 2 on Accounting Today's Top Firms by AUM
RSM US Wealth Management LLC was recently ranked No. 2 by Accounting Today on the publication’s eleventh annual list of Top Billion Dollar Firms by Assets Under Management (AUM).
Accounting Today’s “Facing down uncertainty” report shows that the 2017 Wealth Magnets are focused on changes fostered by new regulations and new technology. The reports states that “the biggest concern among this year’s crop of Wealth Magnets is the confusion swirling around federal regulation in general, and the outlook for a proposed rule from the Department of Labor that would increase financial planners’ responsibilities to their clients.” The report continues by stating that the 2017 Wealth Magnets are generally confident in their ability to handle the issues they face – in fact, most have already begun implementing solutions.
“We understand that our clients’ are facing a multitude of challenges unlike those encountered by previous generations,” said Randy Matz, practice leader at RSM US Wealth Management LLC. “Fundamental changes to retirement due to longer life spans, potential tax reform, changes to the Affordable Care Act, cybersecurity threats and many other issues can impact the financial wellbeing of our clients. Our role is to help them navigate during these uncertain times so they can meet their financial objectives. And recognitions such as this one indicate that we are, indeed, adding value to our clients by serving as their trusted advisors.”
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 30 members.
About 2017 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 90 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 41,000 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.