“Barron’s is known for its extensive research on the advisory industry and for closely reporting on many issues that are top-of-mind for advisors today, so we are proud to have been recognized once again among our peers in this increasingly competitive environment,” said
According to Barron’s, firms were ranked to help investors find quality financial guidance based on a number of qualitative and quantitative components, including assets under management, the size and experience of their advisory teams, and the regulatory records of the firms and their advisors. The firm rankings expanded to 50 spots in 2019 (from 40 in 2018 and 30 in 2017) because “the independent-advisory business is simultaneously growing and consolidating,” Barron’s wrote.
Barron’s introduced its independent firm ranking in 2016, in response to industry trends including investor demands for a fiduciary standard of care, the rigorous and complex regulatory environment, and the increasing need for cutting-edge technology.
About RMB Wealth Management
For high-net-worth individuals and families, RMB Wealth Management provides holistic financial planning services as well as asset allocation recommendations and investment implementation. Its goal is to pilot a personalized financial plan designed with each client’s best interests, unique needs, and long-term objectives in mind.
1 Total assets under management (“AUM”) presented here differs from regulatory assets under management (“RAUM”) reported on RMB Capital’s Form ADV. AUM reflects net assets under management for private funds and mutual funds managed by
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