Insights
Barron’s Recognizes RSM US Wealth Management LLC on its List of 2021 Top 100 RIA Firms
NEWS RELEASE | October 07, 2021
Authored by RSM US LLP
RSM US LLP (“RSM”) is pleased to announce that RSM US Wealth Management LLC was recently named to Barron’s list of 2021 Top 100 RIA Firms. RSM ranked at #45 on the list.
“Barron’s Top 100 RIA Firms recognition underscores RSM US Wealth Management LLC’s understanding of our clients’ needs,” said Maria Daley, senior director and national head of advisors at RSM US Wealth Management LLC. “Our highly trained advisors have the broad capabilities and resources to build customized, comprehensive wealth management and financial planning solutions to help our clients achieve their goals and objectives. We are proud of our people for their accomplishments and ongoing innovation in an ever-changing financial landscape.”
According to Barron’s, its 6th annual ranking of independent advisory companies was based on assets managed by the firms, technology spending, staff diversity, succession planning and other metrics.
See Barron’s website for the complete list of 2021 Top 100 RIA Firms as well as more information about its methodology.
Disclaimer: This ranking should not be construed as a testimonial or endorsement of RSM or its advisors.
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.
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.
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This article was written by RSM US LLP and originally appeared on 2021-10-07.
2021 RSM US LLP. All rights reserved.
https://rsmus.com/newsroom/news-releases/2021/barrons-recognizes-rsm-us-wealth-management-llc-on-its-list-of-2.html
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Vasquez & Company LLP is a proud member of the RSM US Alliance, a premier affiliation of independent accounting and consulting firms in the United States. RSM US Alliance provides our firm with access to resources of RSM US LLP, the leading provider of audit, tax and consulting services focused on the middle market. RSM US LLP is a licensed CPA firm and the U.S. member of RSM International, a global network of independent audit, tax and consulting firms with more than 43,000 people in over 120 countries.
Our membership in RSM US Alliance has elevated our capabilities in the marketplace, helping to differentiate our firm from the competition while allowing us to maintain our independence and entrepreneurial culture. We have access to a valuable peer network of like-sized firms as well as a broad range of tools, expertise and technical resources.
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