Barron’s Names RSM US Wealth Management LLC to 2019 Top 50 RIA Firms 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. 25 by Barron’s on the publication’s fourth annual Top RIA Firms list, which ranks the top 50 registered independent-advisory firms in the United States.
Barron's Top 50 RIA Firms ranking is dedicated to recognizing advisory firms across the country that have demonstrated steady growth, both organically and through mergers and acquisitions of smaller RIA firms.
“We are honored to join Barron’s list of RIA firms from across the nation,” said Dave Scudder, practice leader at RSM US Wealth Management LLC. “This ranking is a testament to our deep understanding of the space and our ability to address the ever-evolving opportunities and needs that our clients face. We’re proud of our people for providing trusted insights and recognition-worthy service to our clients every day.”
To be considered for the list, advisors who wished to be considered were asked to fill out a survey about their practice. Barron's then verified that data and applied its rankings formula to generate a ranking, which measured three major components: assets under management, revenue produced and quality of practice.
The publication also considered a wide range of qualitative factors, such as advisors' experience, their advanced degrees and industry designations, the size and shape of their teams, their charitable and philanthropic work, and their compliance records.
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.