Wealth Magnets: Top Firms by AUM

Now in its tenth year, this annual report from Accounting Today ranks CPA firms involved in financial planning by assets under management, providing an invaluable insight into this 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 5, 2016, 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 June 2016 issue of Accounting Today.

* Field is required

Answers from the two previous questions may be included in the report; please include the name and title of the individual to whom we can attribute them: