Accounting Today Ranks RSM US Wealth Management LLC No. 4 on 2019 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. 4 by Accounting Today on the publication’s thirteenth annual list of the top 150 CPA Firms by assets under management (AUM).
Accounting Today’s “Wealth Magnets: Technology and its Discontents” report states that technology and its ramifications are very much top of mind for the 2019 Wealth Magnets. The report goes on to state that when asked which issues the group think are most pressing for their field, many cited “the war for talent, competitive pressures old and new, the perennial issues of market changes and managing clients, and even the existential need to clearly define and communicate to clients the value proposition of financial planning.”
The report emphasized that it was technology that dominated the 2019 Wealth Magnets’ answers, “on its own or woven into other issues, and in many guises — as an efficiency tool, a boon to client service, an enabler of competition and more.”
“We are proud to yet again be included on Accounting Today’s annual list of Wealth Magnets,” said Dave Scudder, practice leader at RSM US Wealth Management LLC. “There are a multitude of issues facing our field, and we believe this recognition demonstrates our dedication to serving our clients and acting as a trusted advisor as they navigate through an ever-changing market and adapt to technological advances. I’m proud of our people for consistently delivering value to our clients and helping them meet their financial goals.”
Accounting Today received submissions from more than 200 CPA firms. The Billion Dollar Club, to which RSM US Wealth Management LLC belongs, includes 35 members.
About 2019 Wealth Magnets Rankings
The 2019 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.