McGladrey :Wealth Management No. 3 on List of Firms by Assets Under Management

By Rob Starr, Content Manager, Big4.com

Accounting Today  recently ranked McGladrey as No. 3 on its annual list of Top Billion Dollar Club Firms by Assets Under Management (AUM).McGladrey Wealth Management LLC provides investment advisory services, financial planning and other wealth management services to individuals and businesses. McGladrey Wealth Management LLC is an SEC-registered investment advisor. McGladrey Wealth Management’s parent company and sole member is McGladrey LLP.

The publication’s “Reaching Out” report shows that wherever the CPA financial planners on this year’s list of the Top Firms by AUM look, they’re discovering volatility and uncertainty that will affect their clients. Whether it’s the irresolution of the economic crises in Europe, or the uncertainty surrounding governmental and regulatory policy in the U.S., or the growing concern over the growth prospects of the developing world, the economic environment is grim. That makes markets jittery and confused, even as returns dwindle and once-reliable investment vehicles fail to deliver the way they used to.

Randy Matz, wealth management practice leader for McGladrey Wealth Management comments:

“Clients today are concerned about increasing tax rates, federal deficits, health insurance changes, and rising medical and college costs,” he says. “Being ranked No. 3 of this list shows that McGladrey Wealth Management truly understands our clients’ needs, and that we have the experience to help them manage their assets during challenging economic times.”

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