RMB Capital proudly announced that it is again ranked by Barron’s magazine as one of the Top 100 RIA Firms in the nation. The September 19, 2022, issue of the magazine featured its annual ranking of registered independent advisory firms for 2022. This is the seventh consecutive year that RMB has been included in the national firm rankings.
“This national recognition is a testament to our team and their tireless work in providing outstanding service and helping to guide clients through some very volatile economic and market conditions,” said Dick Burridge, RMB Capital founding partner, CEO, and co-chief investment officer. “Barron’s has always understood what drives the advisor industry, and the rankings criteria prioritize qualities that we believe are important to an investor, so being included on this prestigious list is always a tremendous honor.”
According to Barron’s, firms were ranked to help investors find quality financial guidance based on “both qualitative and quantitative criteria, including: the assets a firm manages and the revenue those assets generate; regulatory record; staffing levels and diversity; technology spending; and succession planning.”
The annual ranking of independent advisory companies is based on assets managed and advised by the firms, technology spending, succession planning and other metrics. Firms elect to participate but do not pay, to be included in the ranking. Ranking awarded in September 2022 based on data within a 12-month period. For more information, please follow this link: https://www.barrons.com/advisor/report/top-financial-advisors/ria?mod=faranking_subnav
Awards or rankings are not indicative of future success or results and should not be construed as an endorsement of the advisor.