RMB has once again been ranked by Barron’s magazine as one of the Top 100 RIA Firms in the nation. The September 18 print edition of Barron’s and the September 26 print edition of The Wall Street Journal feature Barron’s eighth annual ranking of registered independent advisory firms as a complement to its annual Top Independent Advisors ranking. This is also the eighth consecutive year that RMB has been included in the national firm rankings.
“Being included on the Barron’s list of top independent firms is always a humbling honor that inspires gratitude to all of our team members and their dedication to outstanding client service,” said Dick Burridge, RMB Capital founding partner, CEO, and co-chief investment officer. “Barron’s rankings prioritize what we believe are substantive issues for investors, so we’re thrilled to be a part of them.” RMB was #57 in this year’s edition of the rankings, moving up six slots over 2022.
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.” 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.
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.