Facts and Figures
$13.85B AUA¹
97.2%
Client revenue retention²
3000+ Client Base
176 employees
#55
Barron’s 2024 Top RIA ranking³
10 Office Locations
Estimated AUA and all other information as of 3/31/2025.
¹ Total assets under advisement (“AUA”) presented here differs from regulatory assets under management (“RAUM”) reported on Curi RMB Capital’s Form ADV. AUA reflects net assets under management for private funds, retirement plan services, and mutual funds managed by Curi RMB Capital, while RAUM reflects gross assets under management.
² This annualized statistic is as of March 31, 2025. It's calculated quarterly as (Prior Calendar Year Total Revenue – Annualized Client Revenue lost YTD)/ Prior Calendar Year Total Revenue. This calculation resets every year when the Calendar Year Total Revenue is determined.
³ Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor or by any client nor are they representative of any one client’s evaluation. Generally, ratings, rankings and recognition are based on information prepared and submitted by the advisor. Unless otherwise noted no fee was paid for consideration of any ranking or award.
All information presented is subject to change at any time and is provided only as of the date indicated.