RSM US Wealth Management LLC Ranked No. 2 on Accounting Today's 2018 Wealth Magnets List
RSM US LLP (“RSM”) – the nation’s leading provider of audit, tax and consulting services focused on the middle market – is pleased to announce that RSM US Wealth Management LLC was recently ranked No. 2 by Accounting Today on the publication’s twelfth annual list of the top 150 CPA Firms by assets under management (AUM).
Accounting Today’s “Looking for the Wealth Magnets of the Future” report states that “succession issues, the inadequate pipeline of next-generation planners entering the field, and the rising pressure to develop staff are top of mind for many of this year’s Wealth Magnets.” The report goes on to state that the war for talent has been an issue in the larger accounting profession for several years — and fortunately, firms have been formulating solutions to it.
The report continues that the only issue 2018 Wealth Magnets mentioned with the same frequency was the need to puzzle out the implications of the Tax Cuts and Jobs Act for their clients. “As accountants, the Wealth Magnets are particularly attuned to the tax issues related to financial planning — the tax reform enacted last December has certainly caught their attention.”
“We are honored to receive this recognition from Accounting Today, which demonstrates the value our people provide to our clients,” said Dave Scudder, practice leader at RSM US Wealth Management LLC. “We believe it’s imperative that we keep our finger on the pulse of the ever-changing issues impacting our clients, such as with the implications of the Tax Cuts and Jobs Act. We continue to focus on talent development and to take the time to understand the needs of our clients so that we can best help them meet their financial objectives.”
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 LLC belongs, includes 36 members.
About 2018 Wealth Magnets Rankings
The 2018 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 LLC
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 LLC’s parent company and sole member is RSM US LLP.
About RSM US LLP
RSM’s purpose is to deliver the power of being understood to our clients, colleagues and communities through world-class audit, tax and consulting services focused on middle market businesses. The clients we serve are the engine of global commerce and economic growth, and we are focused on developing leading professionals and services to meet their evolving needs in today’s ever-changing business environment.
RSM US LLP is the U.S. member of RSM International, a global network of independent audit, tax and consulting firms with more than 43,000 people in more than 120 countries. For more information, visit rsmus.com, like us on Facebook, follow us on Twitter and/or connect with us on LinkedIn.