RSM US WEALTH MANAGEMENT LLC

PEER BENCHMARKS

Understanding SEC Peer Groups

A firm's peer group is calculated based on public self-reported AUM benchmarked against a population of RIAs who submitted a Form ADV to the Securities and Exchange Commission.

SEC Peer Benchmark Details

Firm Self-Reported AUM
$5.6B
Peer Group AUM Range
$5.3B - $5.9B
Sample Size
104
Firm Age (Years)
PEER GROUP AVERAGE
14
Structure
PEER GROUP AVERAGE
Limited Liability Company (58 firms)
Discretionary Accounts
PEER GROUP AVERAGE
1,640
Discretionary AUM
PEER GROUP AVERAGE
$4.6B
Non-Discretionary Accounts
PEER GROUP AVERAGE
529
Non-Discretionary AUM
PEER GROUP AVERAGE
$961.0M
Total Clients
PEER GROUP AVERAGE
1,476
Total AUM
PEER GROUP AVERAGE
$5.6B
Offices
PEER GROUP AVERAGE
17
Total Employees
PEER GROUP AVERAGE
87
Investment Advisors
PEER GROUP AVERAGE
54
Registered Representatives
PEER GROUP AVERAGE
42
Licensed Insurance Agents
PEER GROUP AVERAGE
35
Foreign Clients
PEER GROUP AVERAGE
29.7%
Clients Without Regulatory Assets
PEER GROUP AVERAGE
760
Compensation
PEER GROUP AVERAGE
FIRM VALUE
Percentage of AUM Yes 99 Firms Yes
Hourly Charges No 83 Firms Yes
Subscription Fees No 102 Firms No
Fixed Fees No 63 Firms Yes
Commissions No 100 Firms No
Performance Based Fees Yes 60 Firms No
Other No 72 Firms No

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