LANCASTER, PA (August 2, 2023) – RKL Wealth Management has claimed the 34th spot on industry publication Accounting Today’s 2023 list of top 150 CPA-affiliated firms by assets under management (AUM). This placement is up from last year, when the firm was ranked 39th.
The investment advisory firm, a subsidiary of CPA and advisory leader RKL LLP, reported AUM of more than $1.533 billion when Accounting Today collected the survey data in early May 2023. RKL Wealth Management is one of three Pennsylvania firms among the top 40, and the only one based in the central part of the commonwealth.
“We’re proud of the entire RKL Wealth Management team for this notable achievement,” said RKL CEO Ed Monborne. “It’s a testament to our team’s expertise and the hard work they put in to help individuals, families and business owners thrive.”
RKL Private Wealth delivers a full spectrum of financial planning, tax, investment and advisory services. The firm first crossed the $1 billion AUM threshold in March 2018, and continues to reach new heights thanks to strong growth in existing accounts, expansion into new markets and new client acquisition.
Investment advisory services offered through RKL Wealth Management LLC. Consulting and tax services offered through RKL LLP. RKL Wealth Management LLC is a subsidiary of RKL LLP.
RKL Wealth Management LLC received this ranking in June 2023 based on its assets under management (AUM) as of May 2023. The ranking was given by Accounting Today.
RKL LLP is a leading advisory firm with offices located in Pennsylvania and beyond. We tap into a wide range of services — tax, accounting, financial management, workforce strategies, private wealth, technology and more — to deliver solutions that help organizations and individuals navigate everyday complexities and get to the next level, however they define it. Fueled by the talent and dedication of more than 600 professionals, we're consistently ranked among the nation's top firms and Pennsylvania's "Best Places to Work," and earned a Best of Accounting Client Satisfaction award for our world-class Net Promoter Score. Learn more at rklcpa.com.