McGladrey Wealth Management ranked as the 23rd largest fee-based Registered Investment Advisory (RIA) firm, and the 35th fastest growing firm.
Forbes reports that assets in the RIA channel have grown 6.8 percent annually over the past four years to just over $2 trillion.
Go deeper with GlobalData
Access deeper industry intelligence
Experience unmatched clarity with a single platform that combines unique data, AI, and human expertise.
"At McGladrey, we understand our clients’ needs for objective, holistic planning that starts with education," said Randy Matz, wealth management practice leader for McGladrey Wealth Management LLC. "We are pleased to be included in Forbes’ list of Top 50 Wealth Managers, and hope to continue to grow our business by helping our clients create thorough financial plans with sound asset management approaches."
Methodology
RIA Database compiled the Top Advisor list using data as reported March 31, 2013. The Top Advisor list ranked RIAs (registered investment advisors) based on total assets under management. The Growth list ranked RIAs based on their growth in total assets under management as reported March 31, 2011 through March 31, 2013. The Emerging Advisors list ranked RIAs under $500 million in total assets under based on growth in total assets under management as reported March 31, 2011 through March 31, 2013. Advisors qualified based on quantitative and qualitative factors. RIAs qualified for the list if at least 50 percent of their clients include high net worth and/or non-high net worth individuals and conduct wealth management services including portfolio management services, asset allocation, manager selection and/or financial planning services. Firms that were dually registered with FINRA as a broker/dealer and firms where their primary business includes managing hedge funds or mutual funds were excluded. Firms affiliated with banks or broker/dealers were included. Firms with no or unreported assets under management as of March 31, 2011 were excluded from the lists.
US Tariffs are shifting - will you react or anticipate?
Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis.
By GlobalData
