Wealth Magnets: Top Firms by AUM
Now in its eighth year, this annual report from Accounting Today 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 June 25, 2014, 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 August 2014 issue of Accounting Today.