LANCASTER, PA (August 25, 2022) – Financial Advisor magazine has included RKL Wealth Management LLC in its list of top registered investment advisors (RIA). RKL Wealth Management was ranked 276 out of 419 firms, based on their year-end assets for 2021. The investment advisory firm, a subsidiary of CPA and advisory leader RKL LLP, reported assets of more than $1.43 billion for the previous year.
“We commend the RKL Wealth Management team for earning this recognition, which is proof of the trust our clients place in us to help them achieve their most fulfilling lives,” said RKL CEO Ed Monborne.
RKL Wealth Management provides 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 grow through the team’s personalized service and specialized knowledge. View the full Financial Advisor list here.
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