United States

RSM US Wealth Management LLC Named to Financial Advisor’s 2021 Annual RIA Ranking

NEWS RELEASE

CHICAGO,

RSM US LLP (“RSM”) is pleased to announce that RSM US Wealth Management LLC was recently named  in Financial Advisor’s 2021 Annual RIA Ranking report. This year’s list included over 600 RIAs, with RSM ranking #57.

Financial Advisor’s RIA ranking is based on assets under management at year end of independent RIA firms that file their own ADV with the SEC. 

Financial Advisor recently reported, “The world can remain stuck in place for a decade and change more in one year than the past 10. The 2020 pandemic served as an accelerant for all the major trends influencing the RIA business for the decade—mergers and acquisitions, expanding use of technology and flex-time work.”

“It’s an honor to be recognized by Financial Advisor on its list of registered investment advisors,” said Maria Daley, senior director and national head of advisors at RSM US Wealth Management LLC. “Understanding our clients’ needs, managing their risks and protecting their assets is imperative to us. We’re proud of our people for providing trusted insights to our clients and helping them reach their financial objectives. Being named to this list further demonstrates the value our people bring to our clients.”

This recognition comes on the heels of RSM US Wealth Management LLC being named to Barron’s 2020 Top 100 RIA Firms List. The publication’s rankings formula included several new metrics, such as technology spending, staff diversity and succession planning.

Financial Advisor’s RIA ranking orders firms from largest to smallest, based on AUM reported to the publication by firms that voluntarily complete and submit Financial Advisor’s survey by the deadline. The publication does its best to verify AUM by reviewing ADV forms. To be eligible for the ranking, firms must be independent registered investment advisors and file their own ADV statement with the SEC and provide financial planning and related services to individual clients. Firms must have at least $500 million in assets under management as of December 31, 2020 to be included in the print edition of Financial Advisor magazine's 2021 RIA survey. Firms with under $500 million will be included in Financial Advisor’s expanded 2021 online RIA survey. 

Disclaimer: The awards and recognitions mentioned throughout should not be construed as a testimonial or endorsement regarding our employees or advisory services. For more information about the Financial Advisor’s 2021 Annual RIA Ranking, please visit Financial Advisor’s website. For more information about the Barron’s 2020 Top 100 RIA Firms List, please visit Barron’s website. RSM US Wealth Management did not pay to be considered for this award. Past performance is not indicative of future performance. The publication’s rankings formula included several new metrics, such as technology spending, staff diversity and succession planning.  

Registration as an investment advisor does not imply any skillset of the wealth manager and/or its advisors.

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 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.