INSIGHTS AND RESOURCES

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

The information contained herein is general in nature and based on authorities that are subject to change. RSM US LLP guarantees neither the accuracy nor completeness of any information and is not responsible for any errors or omissions, or for results obtained by others as a result of reliance upon such information. RSM US LLP assumes no obligation to inform the reader of any changes in tax laws or other factors that could affect information contained herein. This publication does not, and is not intended to, provide legal, tax or accounting advice, and readers should consult their tax advisors concerning the application of tax laws to their particular situations. This analysis is not tax advice and is not intended or written to be used, and cannot be used, for purposes of avoiding tax penalties that may be imposed on any taxpayer.

RSM US Alliance provides its members with access to resources of RSM US LLP. RSM US Alliance member firms are separate and independent businesses and legal entities that are responsible for their own acts and omissions, and each is separate and independent from RSM US LLP. RSM US LLP is the U.S. member firm of RSM International, a global network of independent audit, tax, and consulting firms. Members of RSM US Alliance have access to RSM International resources through RSM US LLP but are not member firms of RSM International. Visit rsmus.com/about us for more information regarding RSM US LLP and RSM International. The RSM logo is used under license by RSM US LLP. RSM US Alliance products and services are proprietary to RSM US LLP.

​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.

For more information on how ​Vasquez & Company LLP can assist you, please call +1 213.873.1700.

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