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.
