RMB Capital Ranked Among Barron’s Top 30 Independent Advisory Firms

September 22, 2017

By nwilkas on September 22, 2017

CHICAGO –Sept. 22, 2017 – RMB Capital (“RMB”), an independent financial services firm with more than $8.1 billion in assets under management, was recognized by Barron’s magazine as one of the Top 30 Independent Advisory Firms in the nation. The magazine’s Sept. 18 issue featured its second annual ranking of independent advisory firms as a complement to its annual Top 100 Independent Advisors ranking. This is the second consecutive year that RMB has been included in the firm rankings.

“We regard Barron’s as an influential thought leader and change agent in the financial advisory industry, so being recognized by this reputable publication is meaningful to us,” said Richard M. Burridge, RMB Capital founding partner, CEO, and chief investment officer. “I’m very proud of our team and their genuine dedication to serving our clients well. All of our employees—and our clients— can feel good about the work we’re doing.”

According to Barron’s, firms were ranked based on a number of criteria including assets under management, client retention, and various factors that support the firm’s ability to provide broad and consistent services to its clients. “The nation’s largest independent advisory firms have their sights set on growth, and an accelerating consolidation in the industry is likely to fuel it,” Barron’s wrote.

Barron’s introduced its independent firm ranking last year, in response to industry trends including investor demands for a fiduciary standard of care, the rigorous and complex regulatory environment, and the increasing need for cutting-edge technology.

In addition to its recognition of RMB, Barron’s also named Burridge as one of 10 “Graduates”—top independent advisory firm executives who moved from advisory roles into leadership roles at “their rapidly growing RIA firms.”


RMB Capital is an independent, diversified financial services firm. Its businesses include wealth management, asset management, and retirement plan consulting. Headquartered in Chicago, RMB also has offices in Denver; Jackson Hole, Wyo.; Lake Forest, Ill.; Minneapolis; New York; Oakbrook Terrace, Ill.; and Washington D.C. To learn more about RMB Capital, visit www.rmbcap.com.


Shawn Malayter
Senior Associate
Greenhouse Partners
T | 872-267-2636
E | smalayter@greenhousepartners.com


Kate Demet
S.V.P, Director of Marketing & Communications

RMB Capital
T | 312-784-3203
E | kdemet@rmbcap.com

You might also be interested in