United States

McGladrey Wealth Management Ranks No. 4 on Accounting Today's Top Firms by AUM



McGladrey Wealth Management LLC was recently ranked No. 4 on Accounting Today’s ninth annual list of Top Billion Dollar Club Firms by Assets Under Management (AUM).

The publications ‘Planning for technology’ report discusses how digital pressure is at the top of every CPA financial planners mind. “Each year we ask our Top Firms by Assets Under Management to name the most important issues facing their practices, and while many named perennial concerns like keeping clients in line or finding decent returns, various aspects of technology were by far the most commonly mentioned.”

According to Accounting Today, while technology is an issue facing the profession as a whole, other areas of focus were on new innovations available such as robo-advisors, staff shortages and ensuring clients are prepared to transfer to the next generation.

“We continue to work with our clients on improving investor tax efficiencies, fixed income investing and asset allocations,” said Randy Matz, practice leader for McGladrey Wealth Management. “We understand our clients’ needs, and we provide unique solutions to help them meet their long-term financial goals. Recognitions such as this one show we are on the right path to continue being the first-choice wealth advisor to middle market firms.”

Accounting Today received submissions for the 2015 AUM rankings from more than 200 CPA firms with financial planning practices or subsidiaries. The Billion Dollar Club, to which McGladrey Wealth Management belongs, includes 30 members, compared to last year’s 23.

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
Effective Oct. 26, 2015, McGladrey will unite with fellow members of our global network under the common brand name RSM. McGladrey LLP is the leading U.S. provider of assurance, tax and consulting services focused on the middle market, with 8,000 professionals and associates in 80 cities nationwide. A licensed CPA firm, McGladrey serves clients around the world through RSM International, a 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.