United States

RSM US Wealth Management LLC Ranked No. 5 on Accounting Today’s 2020 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. 5 by Accounting Today on the publication’s 14th annual list of the top CPA Firms by assets under management (AUM).

Accounting Today’s “Virtual, remote – and on duty” report states that according to the 2020 class of Wealth Magnets, as a result of coronavirus and not being able to hold meetings in person, they dove “headfirst into digital communication.” The report goes on to state that “virtual meetings, video conferencing and other forms of remote contact were in heavy use among the Wealth Magnets, many of which have rolled out major information blitzes to keep clients informed and, hopefully, calm as the pandemic unfolds.”

The report emphasized that the Wealth Magnets “see a lot of positive things emerging from their experiences in the pandemic, not least from their embrace of remote technologies.” For instance, the report stated that “the experience has brought some firms closer together.”

“It’s an honor to once again be included on Accounting Today’s list of wealth managers,” said Dave Scudder, practice leader at RSM US Wealth Management LLC. “During these uncertain times, businesses are facing unique and unprecedented obstacles. We take the time to truly understand our clients’ needs to help them overcome any challenges they might be facing, and we provide solutions to help them achieve their business goals. Recognitions such as this one underscore the value our people bring to our clients, and we take great pride in our approach in serving them.”

Accounting Today received submissions from more than 150 CPA firms. The Billion Dollar Club, to which RSM US Wealth Management LLC belongs, includes 32 members. To learn more about how the report was compiled, please visit Accounting Today

About RSM US Wealth Management LLC
RSM US Wealth Management LLC is a limited liability company that 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’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 48,000 people across 120 countries. For more information, visit rsmus.com, like us on Facebook, follow us on Twitter and/or connect with us on LinkedIn.