RKL Private Wealth, a subsidiary of RKL LLP, has been ranked among Accounting Today’s list of top 100 CPA-affiliated investment advisory firms nationwide by assets under management.
With nearly $2.4 billion in assets under management, RKL Private Wealth ranked 32nd on the listing for 2026, climbing three spots from the previous year, the company said in a press release.
Laurie Peer (Courtesy RKL LLP)
“This achievement reflects the talent of our team, the strength of our client relationships and our commitment to helping clients pursue their financial goals,” said Laurie Peer, president of RKL Private Wealth in a statement.
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, the company said.
Three Pennsylvania firms are included among the list’s top 40. RKL Private Wealth is the only firm on the list that is based in central Pennsylvania, the company said in a press release. A total of seven Pennsylvania firms were included in the Top 100 ranking.
Accounting Today’s 20th annual ranking received submissions from nearly 200 firms. The rankings are based on asset under management figures reported by the firms.
RKL LLP is headquartered in Lancaster and has offices in Spring Township, Berks County, and Uwchlan Township, Chester County. RKL is comprised of four companies: RKL LLP, its CPA and advisory firm; RKL Virtual Management Solutions, its outsourced accounting and financial management and workforce strategies firm; RKL eSolutions, its IT consulting firm; and RKL Wealth Management, its investment advisory firm. The company’s nearly 700 employees serve U.S. and international clients from 10 Pennsylvania offices and one office in California.