LANCASTER, PA (July 7, 2026) – RKL Private Wealth ranked 32nd in Accounting Today’s latest list of top CPA-affiliated investment advisory firms nationwide by assets under management (AUM). With nearly $2.4 billion in AUM, RKL Private Wealth, a subsidiary of RKL LLP, has demonstrated significant growth and expertise in the financial planning and investment advisory sector, climbing three spots from last year’s ranking.
RKL Private Wealth is one of three Pennsylvania firms among the top 40, and the only one based in central Pennsylvania. The firm’s strategic focus on deepening existing client relationships, strategically entering new markets, and a robust client acquisition strategy has earned it a place among the industry’s key players.
“We are honored to be recognized by Accounting Today,” said Laurie Peer, President of RKL Private Wealth. “This achievement reflects the talent of our team, the strength of our client relationships and our commitment to helping clients pursue their financial goals.”
Accounting Today’s 20th annual ranking received submissions from nearly 200 firms. The rankings are based on AUM figures reported by the firms. Visit accountingtoday.com to view the full list and learn more about the firm at rklcpa.com.
ABOUT RKL
RKL LLP is a leading advisory firm with offices located in Pennsylvania and beyond. We tap into a wide range of services — tax, accounting, financial management, workforce strategies, private wealth, technology and more — to deliver solutions that help organizations and individuals navigate everyday complexities and get to the next level, however they define it. Learn more at rklcpa.com.
DISCLAIMER
RKL Private Wealth investment advisory services offered through RKL Wealth Management LLC. Consulting and tax services offered through RKL LLP. RKL Wealth Management LLC is a subsidiary of RKL LLP
RKL Private Wealth received this ranking in June 2026 based on its assets under management (AUM) as of April 2026. The ranking was given by Accounting Today.
