Citrin Cooperman Wealth Management was recently ranked 72nd out of 150 independent Registered Investment Advisors in the United States
New York (FEB 22 2016) - Citrin Cooperman Wealth Management, LP (CCWM) is pleased to announce that the firm is now ranked 72nd
on Financial Planning
’s list of Top 150 RIA Firms. CCWM has over $1.5 billion in assets under management and is based in midtown Manhattan, with offices across the Northeast.
Each year, Financial Planning
selects the top 150 independent RIAs out of the 59,422 in the United States. This is the first year that CCWM has made the list. In order to be considered independent, the RIAs in consideration must have remained free of affiliation with broker-dealers, insurance firms, banks, and large outside investors, including private equity. Additionally, only RIAs with 50% or more individual clients were considered.
Led by Managing Director David Bruckman and President Alan Mandeloff, the firm provides investment advisory, insurance, financial planning, and wealth preservation services to high net worth individuals and their families. In 2013, CCWM was ranked 4th
by Accounting Today
’s Top Firms by Asset Management, with an AUM of over $900 million.
"CCWM’s success stems from a commitment to preserve and protect our clients’ wealth," said Alan Mandeloff. "Our mission is to help our clients achieve their financial and life goals.”
“We’re proud to have been recognized by Financial Planning
as a leading RIA,” said David Bruckman. “We place an emphasis on serving as trusted family advisors and our growth has been the direct result of our advisors’ efforts to build long-term relationships with our clients.” About Citrin Cooperman Wealth Management:
Citrin Cooperman Wealth Management (CCWM) is a leading Registered Investment Advisor with over $1.5 billion in assets under management. CCWM provides a full suite of family office services to high net worth individuals and their families. An affiliate of accounting, tax, and business advisory firm Citrin Cooperman, CCWM was founded in 1997 and has offices in New York, NY, Philadelphia, PA, White Plains, NY, Norwalk, CT, Livingston, NJ, Plainview, NY and Bethesda, MD.