LANCASTER, PA (June 27, 2024) – RKL Wealth Management has claimed the 32nd spot on industry publication Accounting Today’s 2024 list of top 150 CPA-affiliated firms by assets under management (AUM). This placement is up from last year, when the firm was ranked 34th.
The investment advisory firm, a subsidiary of CPA and advisory leader RKL LLP, manages assets in excess of $1.950 billion as reported in the most recent survey data from early May 2024. 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.
“This achievement is a clear endorsement of our team’s unwavering commitment and their specialized acumen,” said RKL CEO Ed Monborne. “Their dedication is instrumental in empowering our clients — individuals, families and businesses — to flourish.
With a comprehensive array of services encompassing financial planning, tax strategies, investment management and advisory services, RKL Wealth Management has consistently scaled new milestones since surpassing the $1 billion AUM mark in March 2018. The firm’s trajectory of growth is propelled by deepening existing client relationships, strategic forays into new markets and a robust client acquisition strategy.
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DISCLAIMER
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 2024 based on its assets under management (AUM) as of May 2024. The ranking was given by Accounting Today.
ABOUT RKL
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 650 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.
