Accounting Today has ranked RKL Wealth Management 35th in its latest list of top CPA-affiliated investment advisory firms nationwide by assets under management (AUM). With nearly $2.1 billion in AUM, RKL Wealth Management has demonstrated significant growth and expertise in the financial planning sector.
RKL Wealth Management is one of three Pennsylvania firms among the Top 40, and the only one based in central Pennsylvania. The firm’s strategic focus on deepening existing client relationships, strategically entering new markets, and a robust client acquisition strategy has earned it a place among the industry’s key players.
“We are honored to be named among the top firms in the nation,” said Laurie Peer, President of RKL Wealth Management. “This achievement reflects the dedication and expertise of our team in providing exceptional service and value to our clients.”
Accounting Today’s 19th annual ranking received submissions from more than 200 firms. The rankings are based on AUM figures reported by the firms. View the full list at Accounting Today.
Learn more about RKL and how it taps into a wide range of services to deliver solutions that help organizations and individuals navigate everyday complexities and get to the next level.
