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Rehmann Financial
Rehmann was founded in 1941 as a Michigan-based accounting and tax practice. It now operates as a fully integrated advisory and asset management firm with...
Rehmann Financial
Rehmann was founded in 1941 as a Michigan-based accounting and tax practice. It now operates as a fully integrated advisory and asset management firm with 1,100 associates across Michigan, Ohio, and Florida, plus remote offices nationally. The firm structures its client work through four main divisions: accounting and assurance, business solutions and outsourcing, specialized consulting, and wealth management services. Rehmann advises individuals, high-net-worth households, and institutions such as banks and government entities, offering financial planning, estate planning, and investment management. Rehmann's wealth management arm provides financial life planning, tax consulting, and employer-sponsored retirement solutions. It identifies as a registered investment advisor and uses a partnership approach to manage private capital. The firm's integrated model allows its tax and accounting professionals to feed into investment decisions for private clients. Confirmed service lines include strategic planning, employee benefits, business valuations, and managed accounting solutions. The geographic reach concentrates on the Midwest and Florida, serving clients in manufacturing, professional services, and local public institutions. The firm's website highlights client success stories and industry-tailored solutions but does not name specific portfolio companies or disclose AUM. Rehmann carries over 1,100 professionals and operates from multiple offices. It is a member of HLB International, a global network of independent accounting and advisory firms. This affiliation extends its international reach for cross-border tax and structuring work. The firm earned ClearlyRated's Best of Accounting Diamond Award for client service excellence for 10 consecutive years. It continues to recruit through a career portal emphasizing internal growth and flexibility. Rehmann's structural difference lies in its integrated tax-assurance-wealth chassis, where a single advisory relationship can cover business auditing, personal tax strategy, and family investment management. The firm operates without a publicly known single-family benefactor, functioning instead as a partner-owned professional services firm. Its HLB International membership provides a bridge for clients with global exposures, though Rehmann itself remains U.S.-focused in its direct advisory operations.
General information
Firm type
Bank / Wealth / Trust
Year founded
1941
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Stuart
Corporate office
Stuart, FL, United States
Additional offices
Michigan · Ohio · Florida
Sector focus
Frequently asked questions
How does Rehmann structure its wealth management and advisory services?
Rehmann operates as an integrated professional advisory firm offering accounting and assurance, business solutions and outsourcing, specialized consulting, and wealth management under one roof. Its wealth management services include financial planning, estate planning, and investment management for individuals, high-net-worth households, and institutional clients such as banks and government entities.
Is Rehmann a single-family office or a multi-family office?
Rehmann does not operate as a family office. It is a partner-owned professional advisory and registered investment advisor firm. It serves multiple private clients and institutions without a disclosed single-family wealth origin.
Which regions does Rehmann primarily serve?
Rehmann maintains offices in Michigan, Ohio, and Florida, with additional associates working remotely across the U.S. Its client base concentrates in the industrial Midwest and Florida. Through its membership in HLB International, a global network of independent accounting and advisory firms, it supports clients with cross-border needs.
Does Rehmann disclose its assets under management?
Rehmann does not publicly disclose its assets under management. The firm operates as a privately held, partner-owned professional services organization and does not publish an AUM figure.
What investment services does Rehmann provide?
Rehmann provides financial planning, estate planning, and investment management. Its model leverages in-house tax and accounting professionals to inform investment decisions. The firm emphasizes a partnership approach, offering tailored strategies through its wealth management division.
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