Wealth Magnets: Top Firms by AUM

Digital Edition, August 13, 2014


Our annual report ranks CPA financial planners by assets under management – and also looks at some of the most important issues they’re facing, as well as the strategies they’re employing to overcome them.

Correction: ShankerValleau is listed twice; the correct entry is for $195 million in AUM.


For more information on related topics, visit the following channels: