Deep relationships. Meaningful outcomes.

At Curi RMB Capital, our dedication to you and your family is what drives us. For two decades, we've fostered lasting relationships that mean something. At the end of the day, our financial advice and investment solutions are designed to help you to preserve and grow as individuals, families, institutions, and employers.

Facts and Figures

$13.85B AUA¹

97.2%

Client revenue retention²

3000+ Client Base

176 employees

#55

Barron’s 2024 Top RIA ranking³

10 Office Locations

Estimated AUA and all other information as of 3/31/2025.

¹ Total assets under advisement (“AUA”) presented here differs from regulatory assets under management (“RAUM”) reported on Curi RMB Capital’s Form ADV. AUA reflects net assets under management for private funds, retirement plan services, and mutual funds managed by Curi RMB Capital, while RAUM reflects gross assets under management.

² This annualized statistic is as of March 31, 2025. It's calculated quarterly as (Prior Calendar Year Total Revenue – Annualized Client Revenue lost YTD)/ Prior Calendar Year Total Revenue. This calculation resets every year when the Calendar Year Total Revenue is determined.

³ Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor or by any client nor are they representative of any one client’s evaluation. Generally, ratings, rankings and recognition are based on information prepared and submitted by the advisor. Unless otherwise noted no fee was paid for consideration of any ranking or award.

All information presented is subject to change at any time and is provided only as of the date indicated.

 

20 Years of Curi RMB Capital

Dick Burridge and Fred Paulman took a leap of faith and launched RMB Capital in 2005. Hear about the memories and milestones that have shaped the firm over the last two decades.