RMB was named in the top 100 of the 2023 Financial Advisor Magazine rankings of national RIA firms, which were published in the magazine’s July/August 2023 issue. RMB was ranked #76 of firms with more than $1B or more in assets under management.
Financial Advisor uses several criteria to develop the list, including number of clients, total assets under management, asset growth and asset growth per client. This is the fourth time RMB has been recognized in Financial Advisor’s rankings.
“We are honored to be named by Financial Advisor as a top RIA firm in the nation once again,” said Dick Burridge, founding partner, CEO and co-chief investment officer of RMB. “This validation of the work we do on behalf of our clients is extremely meaningful, particularly with all of the volatility we’ve seen over the past year.”
Additional features and an industry landscape report accompanying Financial Advisor’s annual rankings can be found here.
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.