United States

McGladrey Wealth Management Ranks No. 4 on Accounting Today’s List of Firms by Assets Under Management


CHICAGO, IL – McGladrey Wealth Management LLC, an SEC-registered investment advisor owned by McGladrey LLP, was recently ranked by Accounting Today as No. 4 on its seventh annual list of Top Billion Dollar Club Firms by Assets Under Management (AUM).

The publications "Building Returns" report shows that leading CPA financial planners are focused on finding new tools to serve their clients needs. "Just being one of the top CPA financial planners in the country (as measured by assets under management) doesnt mean that you can sit back and relax," the publication states. "There are always issues to be dealt with, from figuring out the plan that best serves a clients needs to making sure that the client actually follows that plan; from keeping an eye on regulatory and legislative developments to communicating their meaning to your client base; or from tracking the return on the investment vehicles that your clients currently use to finding new ones that will serve them better. All of these issues are more are on the minds of this years class of Wealth Magnets."

According to Accounting Today, while last years Wealth Magnets were largely focused on reaching out to keep their clients calm and on track, the most common focus of this years group was on delivering investment returns that will keep pre-retirement clients plan on track, and post-retirement clients incoming flowing. Firms are also seeking new investment vehicles and new twists on traditional assets to help their clients maintain returns in the face of a wide variety of challenges.

"Planning for long-term retirement cash flow needs is of the upmost importance for our clients," said Randy Matz, practice leader for McGladrey Wealth Management. "With health care costs rising and future Medicare coverage uncertain, a secure retirement is less certain than it used to be. McGladrey Wealth Management truly understands our clients needs, and we use that deep understanding to help them meet their long-term financial goals."

Accounting Today received submissions for the 2013 AUM rankings from more than 200 CPA firms with financial planning practices or subsidiaries, compared to 192 last year. The Billion Dollar Club includes 18 members, compared to last years 16.

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 6,700 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 like us on Facebook at McGladrey News, follow us on Twitter @McGladrey and/or connect with us on LinkedIn.

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