The 2018 Wealth Magnets

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For the 12th annual ranking of CPA firms by assets under management, Accounting Today received submissions from over 200 firms. Such a large number of firms means, among other things, wide diversity in practice structure and in the information submitted.

  • In most cases, firm names are those of the financial planning subsidiary, not the affiliated CPA firm.
  • Firms have reported either their overall chief executive, or the leader of the planning practice. For simplicity's sake, we have listed both under "chief executive," though many bear different titles. In cases where a leader was not identified, we identified the leader of the planning practice from public sources (usually the firm's website).
  • Many firms gave a date for the AUM figure they submitted; these varied widely, from the date of submission to a recent quarter-end, but in no case was it earlier than year-end 2017.
  • In cases where a planning firm is a subsidiary of a larger CPA firm, reporting practice varies: Some report staff and office figures for just the subsidiary, some just for the overall CPA firm, and some for both. In cases where we had a choice, we published figures from just the planning subsidiary. In addition, while most of the chief executives listed lead the planning practice, in some cases firms reported the managing partner of the larger CPA firm.


Notes:

† Data provided by Audit Analytics, a premium online intelligence service that delivers audit, regulator and disclosure analysis to
the accounting community. Reach them at (508) 476-7007, www.auditanalytics.com, or info@auditanalytics.com.

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The 2018 Wealth Magnets
The Billion-Plus Club
AUM Firm Location Staff
$14,324,316,372 Plante Moran Financial Advisors Southfield, Mich. 141
$8,326,000,000 RSM US Wealth Management Minneapolis 118
$6,529,280,563 myCIO Wealth Partners Philadelphia 41
$5,572,850,428 Savant Capital Management† Rockford, Ill. 143
$4,928,541,864 Wipfli Financial Advisors Milwaukee 81
$4,456,719,811 CliftonLarsonAllen Wealth Advisors NA 122
$4,144,421,135 Sequoia Financial Advisors† Akron, Ohio 66
$3,800,000,000 Rehmann Troy, Mich. 828
$3,350,000,000 Level Four Advisory Services Plano, Texas 110
$3,287,672,169 Forum Financial Management† Lombard, Ill. 77
$3,176,340,781 HBKS Wealth Advisors Erie, Pa. 76
$3,068,291,392 BKD Wealth Advisors Springfield, Mo. 66
$3,061,000,000 SignatureFD Atlanta 70
$3,022,224,000 Honkamp Krueger Financial Services Inc. Dubuque, Iowa 85
$2,395,575,162 Warren Averett Asset Management† Birmingham, Ala. 50
$2,349,540,305 SVA Plumb Wealth Management† Madison, Wis. 63
$2,300,000,000 Provenance Wealth Advisors Ft. Lauderdale, Fla. 40
$2,142,840,764 Moss Adams Wealth Advisors† Seattle 46
$2,100,000,000 DHG Wealth Advisors Asheville, N.C. 36
$1,952,600,000 Andersen Tax† Mclean, Va. 758
$1,820,799,824 Wealth Management Norfolk, Neb. 58
$1,695,151,071 Frontier Wealth Management† Kansas City, Mo. 40
$1,415,863,883 BerganKDV Wealth Management St. Cloud, Minn. 26
$1,379,804,000 Schneider Downs Wealth Mgmt. Advisors Pittsburgh 18
$1,310,398,336 Citrin Cooperman Wealth Management† New York City 3
$1,300,000,000 Thomas Wirig Doll Walnut Creek, Calif.
$1,268,375,652 Trumbower Financial Advisors† Bethesda, Md. 9
$1,254,110,716 GHP Investment Advisors Inc.† Denver 16
$1,204,157,576 Aldrich Wealth Lake Oswego, Ore. 26
$1,200,000,000 CCR Wealth Management Westborough, Mass. 19
$1,155,091,385 CPS Investment Advisors† Lakeland, Fla. 13
$1,150,000,000 LBMC Investment Advisors Nashville, Tenn. 6
$1,055,000,000 SAX Wealth Advisors Clifton, N.J. 14
$1,028,063,471 Beaird Harris Dallas 56
$1,019,958,930 RubinBrown Advisors† St. Louis 22
$1,002,172,371 RKL Wealth Management Lancaster, Pa. 17
The $500-Million-Plus Club
AUM Firm Location Staff
$987,690,000 Jackson Thornton Asset Management Montgomery, Ala. 14
$962,700,000 BT Wealth Management Atlanta 16
$925,000,000 ML&R Wealth Management Austin, Texas
$881,269,480 Howard Financial Services† Dallas 14
$864,565,789 Valley National Advisors Inc.† Bethlehem, Pa. 10
$860,000,000 Aurum Wealth Management Cleveland 15
$843,453,056 Sikich Naperville, Ill. 16
$823,586,156 Schenck Investment Solutions† Appleton, Wis. 9
$808,826,419 Frank, Rimerman Advisors† Palo Alto, Calif. 3
$782,162,124 EisnerAmper Wealth Advisors† New York City 5
$780,000,000 Corrigan Financial Inc. Middletown, R.I. 25
$768,435,060 SPC Financial Inc.† Rockville, Md. 24
$708,000,000 Allegiant Private Advisors Sarasota, Fla. 13
$707,583,725 REDW Stanley Financial Advisors† Albuquerque, N.M. 16
$696,477,094 Lutz Financial† Omaha, Neb. 11
$695,368,000 Marcum Financial Services Melville, N.Y. 12
$682,624,127 Smith Anglin Financial† Dallas 14
$656,766,300 CFO4Life† Coppell, Texas 14
$650,000,000 Boulay Financial Advisors Eden Prairie, Minn. 17
$647,060,949 CRA Financial Northfield, N.J. 11
$631,392,842 PYA Waltman Capital† Knoxville, Tenn. 9
$588,642,011 Eide Bailly Advisors† Fargo, N.D. 24
$574,243,153 Traphagen Investment Advisors Oradell, N.J. 12
$573,999,298 BDO Wealth Advisors† Jacksonville, Fla. 15
$566,000,000 Dopkins Wealth Management Williamsville, N.Y.
$558,000,000 KEB Asset Management Springfield, Ill.
$535,971,207 PBMares Wealth Management† Williamsburg, Va. 12
$534,919,392 Smith & Howard Wealth Management† Atlanta 9
$531,278,037 Whitley Penn Financial† Fort Worth, Texas 6
$503,087,517 Rollins Financial Inc. Atlanta 18
The $100-Million-Plus Club
AUM Firm Location Staff
$496,000,000 Kemper Capital Management Robinson, Ill. 17
$444,288,151 Aprio Wealth Management† Atlanta 7
$430,426,400 GreerWalker Wealth Management† Charlotte, N.C. 7
$426,650,545 Jack Oujo CPA Inc. Wall, N.J. 11
$425,000,000 Nova Wealth Management Group Atlanta
$422,661,567 Blue Ocean Capital† West Palm Beach, Fla. 5
$413,290,792 Glass Jacobson Financial Group† Owings Mills, Md. 12
$410,499,062 Traust Sollus Wealth Management† Princeton, N.J. 25
$401,000,000 Tellone Financial Anaheim Hills, Calif. 12
$400,056,464 SC&H Financial Advisors Inc. Sparks, Md. 21
$385,485,886 KMH Wealth Management Victoria, Texas 9
$378,640,000 Withum Wealth Management Red Bank, N.J. 12
$375,423,661 BCS Wealth Management Johnson City, Tenn. 9
$361,000,000 Arnett Carbis Toothman Wealth Advisors Charleston, W.Va.
$353,000,000 Lauterbach Financial Advisors El Paso, Texas
$352,613,172 Cherry Bekaert Wealth Management† Richmond, Va. 13
$340,000,000 Kraft Asset Management Nashville, Tenn.
$319,406,140 Kuhn Advisors Inc.† Durham, N.C. 6
$319,000,000 Claris Advisors St. Louis
$315,085,786 John F. Suby Wealth Management† Madison, Wis. 6
$315,000,000 ShankerValleau Wealth Advisors Inc. Skokie, Ill. 9
$305,000,000 Mark Sheptoff Financial Planning Glastonbury, Conn. 2
$302,000,000 Andrews, Lucia Wealth Management San Mateo, Calif.
$294,907,739 Bernath & Rosenberg New York City 5
$280,000,000 JP Wealth Management Inc. Massapequa, N.Y. 6
$277,448,537 Pivotal Planning Group Jericho, N.Y. 12
$274,159,000 Kassouf Wealth Advisors† Birmingham, Ala. 5
$266,000,000 SK Wealth Management Providence, R.I. 6
$262,580,000 KLR Wealth Management Providence, R.I. 6
$244,270,000 Geier Asset Management Inc.† Marriottsville, Md. 8
$238,000,000 FMF & E Wealth Management East Syracuse, N.Y.
$234,000,000 Horne Wealth Advisors Ridgeland, Miss.
$232,482,549 Squar Milner Financial Services† Newport Beach, Calif. 10
$227,251,247 LK Benson & Co.† Towson, Md. 8
$223,000,000 Wealth Management Group Dover, Del.
$213,603,000 Enright, Mollin, Cascio & Ramusevic Inc.† Elmhurst, N.Y. 4
$210,741,000 Henry + Horne Wealth Management† Scottsdale, Ariz. 4
$210,000,000 AAFCPAs Wealth Management Westborough, Mass. 8
$207,000,000 Wasserman Wealth Management Farmington Hills, Minn.
$204,605,841 Cassady Schiller Wealth Management† Cincinnati, Ohio 6
$204,000,000 Dental Wealth Advisors Kirkland, Wash.
$195,475,216 Burkett Financial Services† Rock Hill, S.C. 6
$195,311,879 Mirsky Financial Management Corp.† Rochester, N.Y. 9
$192,176,921 WebsterRogers Financial Advisors† Florence, S.C. 8
$191,531,000 Mutual Fund Management Co. Troy, Mich. 4
$188,000,000 Heartland Wealth Advisors Overland Park, Kan.
$186,834,104 Keyes, Stange & Wooten Wealth Mgmt.† Palm Coast, Fla. 7
$185,000,000 Mercadien Asset Management† Hamilton, N.J. 4
$184,406,238 Dickinson Investment Advisors† Council Bluffs, Iowa 3
$182,000,000 Siena Wealth Advisors Grand Ledge, Mich.
$180,000,000 Blue Ocean Strategic Capital Syracuse, N.Y. 7
$179,112,125 LGT Financial Advisors† Dallas 6
$176,000,000 JDH Wealth Management Santa Rosa, Calif.
$175,000,000 Squire Wealth Advisors Orem, Utah
$162,000,000 Homan Wealth Advisors Omaha, Neb.
$162,000,000 Walpole Financial Advisors Goleta, Calif.
$148,000,000 Bland Garvey Wealth Advisors Richardson, Texas
$147,000,000 JMF Capstone Wealth Management Tuscaloosa, Ala.
$145,000,000 Waypoint Wealth Management Timonium, Md.
$142,500,000 Carey & Hanna Oxnard, Calif. 12
$142,000,000 Insero Wealth Strategies Rochester, N.Y.
$140,000,000 PKS Investment Advisors Salisbury, Md.
$135,000,000 M. White Financial Services Baytown, Texas 2
$134,243,722 Asset Strategies Inc.† Avon, Conn. 10
$134,000,000 Cornerstone Wealth Advisors Overland Park, Kan.
$132,000,000 Shoreline Asset Management New Castle, Ind.
$131,000,000 AVL WealthCare Gulfport, Miss.
$131,000,000 Edward P. Gormley CPA CFP Mechanicsburg, Pa. 4
$128,000,000 Pitzl Financial Arden Hills, Minn.
$127,000,000 Millares Asset Management Coral Gables, Fla.
$119,000,000 Taylor & Morgan Asset Management† Flint, Mich. 6
$117,000,000 CTM Financial Knoxville, Tenn.
$115,572,386 Allied Financial Partners Rochester, N.Y. 30
$114,446,195 Alliant Wealth Advisors† Prince William, Va. 2
$112,952,857 Saltmarsh Financial Advisors† Pensacola, Fla. 4
$111,180,671 Mine & Arao Wealth Creation and Mgmt.† Campbell, Calif. 3
$110,000,000 Green Wealth Management Salem, Ore.
$106,292,426 MGO Wealth Advisors† Newport Beach, Calif. 3
$103,000,000 Mason Road Wealth Advisors St. Louis
$102,896,424 Mazars USA Wealth Advisors† New York City 4
$100,000,000 CDS Financial Services Willmar, Minn. 3
The Rising Stars
AUM Firm Location Staff
$97,000,000 Vantage Point Advisors Salt Lake City
$96,763,825 Gragg & Gragg† Shelby, N.C. 7
$96,141,446 Hollingsworth Avent Averre & Purvis Raleigh, N.C. 11