CHICAGO - September 21, 2021 –RMB Capital (“RMB”), an independent investment advisory firm with approximately $10 billion in assets under management1 (estimated as of June 30, 2021), announced that it was once again named by Barron’s magazine as one of the Top 100 RIA Firms in the nation. This week’s issue of the magazine featured its sixth annual ranking of registered independent advisory firms as a complement to its annual Top Independent Advisors ranking. This is the sixth consecutive year that RMB has been included in the national firm rankings.
“We cherish being a part of the Barron’s annual RIA firm rankings because of what it represents: the dedication and hard work of our team members and their devotion to client service during all types of economic conditions,” said Dick Burridge, RMB Capital founding partner, CEO, and co-chief investment officer. “Barron’s is at the forefront of industry trends and the rankings zoom in on the factors an investor should care about most when choosing an advisor, so we are always honored to be included on such a prestigious list.”
Burridge and RMB founding partner and president Fred Paulman were also included on an accompanying list of top 100 firm executives who began their path as advisors ranked among the top in the nation by Barron’s in previous years.
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; succession planning, and more.”
Barron’s introduced its independent firm ranking in 2016, 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.
ABOUT RMB WEALTH MANAGEMENT
For high-net-worth individuals and families, RMB Wealth Management provides holistic financial planning services as well as asset allocation recommendations and investment implementation. Its goal is to pilot a personalized financial plan designed with each client’s best interests, unique needs, and long-term objectives in mind.
ABOUT RMB CAPITAL
RMB Capital is an independent investment advisory firm. Its businesses include wealth management, family office services, asset management, and retirement plan consulting. Headquartered in Chicago, RMB also has offices in Denver; Jackson Hole, Wyo.; Lake Forest, Ill.; Milwaukee; Minneapolis; New York; St. Joseph, Mich.; and Washington D.C. To learn more about RMB, visit rmbcapital.com.
1Total assets under management (“AUM”) presented here differs from regulatory assets under management (“RAUM”) reported on RMB Capital’s Form ADV. AUM reflects net assets under management for private funds and mutual funds managed by RMB Capital, while RAUM reflects gross assets under management. AUM also includes RMB West’s assets under advisement, which are not included in RMB Capital’s RAUM. AUM estimated as of 6/30/21.