Wealth Magnets: Top Firms by AUM

Now in its fourth year, this annual report from Accounting Today and CPA Wealth Provider ranks CPA firms involved in financial planning by assets under management, providing an invaluable insight into this burgeoning field.

To be included in the list, you must be a CPA firm that has a financial planning practice (including subsidiaries and affiliates), and at least one of the financial planners in the practice must hold a CPA credential.

Submissions must be received by May 20, 2010, and may be made by completing the form below. For more information about the report, including the submissions process and eligibility requirements, send an e-mail to AcToday@sourcemedia.com.

The final listing will appear in the July 19, 2010, issue of Accounting Today.

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Recommended Financial Planning Products (check all that apply)

IRAs:
401(k)s:
Mutual Funds:
Life Insurance:
Bonds:
529 Plans:
REITs:
Other: