LANCASTER, PA (June 23, 2022) – Industry publication Accounting Today has released the 2022 edition of its top 150 CPA-affiliated firms by assets under management (AUM) list and RKL Wealth Management LLC claimed the 39th spot.
The investment advisory firm, which is a subsidiary of CPA and advisory leader RKL LLP, reported AUM of more than $1.467 billion as of early May 2022 when Accounting Today collected the survey data. RKL Wealth Management is one of four Pennsylvania firms among the top 40, and the only one based in the central part of the commonwealth.
“Congratulations to the RKL Wealth Management team on this national recognition,” said RKL CEO Ed Monborne. “Our strong AUM is a reflection of the trust we’ve earned from individuals, families and business owners throughout Pennsylvania and beyond by helping them plan for and lead their most fulfilling lives.”
RKL Wealth Management delivers a full spectrum of financial planning, tax, investment and advisory services. The firm first crossed the $1 billion AUM threshold in March 2018, and continues to reach new heights thanks to strong growth in existing accounts, expansion into new markets and new client acquisition.