The 2025 Wealth Magnets

By Daniel Hood June 03, 2025, 9:15 a.m. EDT 1 Min Read

Every year, Accounting Today ranks the top CPA firms by assets under management, highlighting the key players in this major service niches for accountants

For our 19th annual ranking, we received submissions from more than 200 firms. Such a large number of firms means, among other things, wide diversity in practice structure and in the information submitted. To start, in most cases — but not all — 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 the firm's website, where available. In addition, some firms reported staff figures for just the planning practice, 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.

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 2024.

(Read more: Learn about the challenges and opportunities these firms face in "The 2025 Wealth Magnets: Mastering the puzzle.")

Notes: Listings with an asterisk are provided by Ideagen Audit Analytics, a premium online intelligence service that delivers audit, regulatory and disclosure analysis to the accounting community. Reach them at (508) 476-7007, info@auditanalytics.com, or www.auditanalytics.com.

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The 2025 Wealth Magnets

AUM ($)	Firm name	Location	Staff	Chief executive
30,920,000,000	Savant Wealth Management	Rockford, Ill.	600	Brent Brodeski
21,786,469,785	Plante Moran Financial Advisors	Southfield, Mich.	186	John Lesser
18,200,000,000	Choreo	Rockford, Ill.	218	Roger Ochs
13,720,000,000	CliftonLarsonAllen Wealth Advisors1	NA	150	Clayton Bland
10,491,932,749	CBIZ Investment Advisory Services*	Cleveland	86	Chris Spurio
9,732,148,499	Great Valley Advisor Group*	Wilmington, Del.	333	James Spinelli
9,064,743,008	SignatureFD	Atlanta	126	Heather Fortner
9,030,636,924	Forum Financial Management*	Lombard, Ill.	140	Jonathan Rogers
8,922,002,847	Forvis Mazars Wealth Advisors*	Springfield, Mo.	117	Steve Toomey
8,070,490,509	Joel Isaacson & Co.	New York City	52	David Peltz
7,038,356,447	HBKS Wealth Advisors	Erie, Pa.	108	Christopher Allegretti
6,511,781,846	Aldrich Wealth	Lake Oswego, Ore.	40	Heather Wonderly
6,080,097,000	Andersen*	McLean, Va.	1,970	Mark Vorsatz
5,300,000,000	Level Four Advisory Services	Dallas	75	Edmon “Jake” Tomes
4,753,819,117	Moss Adams Wealth Advisors2	Seattle	60	Justin Fisher
4,479,128,948	Cain Watters & Associates	Frisco, Texas	329	Dan Wicker
4,408,957,456	Baker Tilly Wealth Management*	Madison, Wis.	27	Kelly Baumbach and Melissa Santas Peterson
4,270,170,000	Rehmann Wealth*	Lansing, Mich.	36	Ryan Sullivan
4,200,000,000	Provenance Wealth Advisors	Ft. Lauderdale, Fla.	55	Peter Mottek
3,500,000,000	Prosperity3	Owings Mills, Md.	50	Michele Martin
3,418,095,000	Sax Wealth Advisors	Parsippany, N.J.	40	Kyle Stawicki
3,196,312,574	RubinBrown Advisors	St. Louis	26	Tom Tesar
3,028,234,069	BT Family Office*	Atlanta	5	Lorrie Allegra
3,018,353,573	Frank, Rimerman Advisors*	Palo Alto, Calif.	5	Patrick Sullivan
3,000,000,000	Schneider Downs & Co.	Pittsburgh	29	Derek Eichelberger
2,935,000,000	Boulay	Minneapolis	40	Jay Brown
2,749,877,904	Gleneagles Family Office*	Atlanta	4	Stephen Riddell
2,723,131,280	GHP Investment Advisors*	Denver	25	Brian Friedman
2,656,293,459	CPS Investment Advisors*	Lakeland, Fla.	60	Peter Golotko
2,635,136,991	Aprio Wealth Management	Atlanta	38	Keith Greenwald
2,610,146,179	Lutz Financial	Omaha, Neb.	21	Jim Boulay
2,606,591,687	Fairway Wealth Management*	Independence, Ohio	22	Mark Weiskind
2,487,640,162	Windrose Advisors*	Waltham, Mass.	24	William Heitin
2,240,693,977	Cozad Asset Management*	Champaign, Ill.	29	Gregory Cozad
2,097,778,476	RKL Wealth Management	Lancaster, Pa.	37	Laurie Peer
2,011,723,719	Smith Anglin Financial*	Dallas	16	Steven Anglin
2,000,000,000	LBMC Investment Advisors	Brentwood, Tenn.	8	Greg Herman
2,000,000,000	Withum Wealth Management	Red Bank, N.J.	20	James Ferrare
1,966,319,029	Jackson Thornton Wealth Management	Montgomery, Ala.	14	Shaw Pritchett
1,907,364,054	Beaird Harris Wealth Management	Dallas	22	Pat Beaird
1,898,214,989	Traphagen Investment Advisors	Oradell, N.J.	17	V. Peter Traphagen
1,773,051,090	Sikich	Chicago	22	Andrew Paoni
1,735,509,190	CFO4Life*	Coppell, Texas	24	Levi McMellian
1,580,952,631	Citrin Cooperman Wealth Management*	New York City	5	Alan Badey
1,525,060,384	CRA Financial	Northfield, N.J.	15	Matt and Tom Reynolds
1,488,849,669	WBH Advisory*	Baltimore	16	Marc Hertzberg
1,423,796,795	Howard Financial Services*	Dallas	24	James Howard
1,415,526,316	GPS Wealth Strategies Group*	Centennial, Colo.	48	Jeff Payne
1,406,920,944	HHM Wealth Advisors*	Chattanooga, Tenn.	18	Travis Hutchinson
1,392,088,059	SPC Financial*	Rockville, Md.	33	Edward Sella
1,382,588,015	Rollins Financial Advisors	Atlanta	15	Joseph Rollins
1,322,181,149	D’Orazio Wealth Advisors*	Vienna, Va.	10	Joseph D’Orazio
1,312,705,819	RVW Wealth*	Los Angeles	13	Jonathan Gerber
1,302,024,713	PBMares Wealth Management*	Williamsburg, Va.	23	Rob Klingensmith
1,129,509,616	Werba Rubin Papier Wealth Management*	San Jose, Calif.	15	Jason Papier
1,128,274,401	SC&H Wealth*	Sparks, Md.	24	Andrew Thompson
1,084,067,745	HCM Wealth Advisors*	Cincinnati	9	Jake Butcher
1,058,629,800	H&S Companies	Fremont, Mich.	108	Chase Carpenter
1,058,282,823	KEB Wealth Advisors*	Springfield, Ill.	17	Phil Capps
1,029,544,005	WPWealth	Fort Worth, Texas	18	Shane Miller
955,000,000	Adams Brown Wealth Consultants	Wichita, Kan.	22	Justin Mitchell
909,761,204	KerberRose Wealth Management*	Shawano, Wis.	12	Daniel Wotruba
880,865,022	REDW Wealth*	Albuquerque, N.M.	15	Douglas Hatcher
863,000,000	Kemper Capital Management	Robinson, Ill.	17	Thomas Moore
860,227,526	Brass Tax Wealth Management*	Cincinnati	29	Nick Schulte and Leah Schulte
831,000,000	Delap Wealth Advisory	Lake Oswego, Ore.	9	Jared Siegel
824,730,230	Keller Wealth Advisors*	Victoria, Texas	12	Thomas Lane Keller
824,282,906	Brickley Wealth Management*	San Mateo, Calif.	7	Steve Brickley
819,277,781	PYA Waltman Capital*	Knoxville, Tenn.	16	J. William Waltman
809,666,561	Wiss Private Client Advisors*	Florham Park, N.J.	12	Stephanie Hughes
796,450,000	Bernath & Rosenberg	Cedarhurst, N.Y.	8	Jacob Rosenberg
753,733,591	Kuhn Advisors*	Durham, N.C.	8	Mark Kuhn
743,264,105	Oujo Wealth Strategies	Wall, N.J.	14	Jack Oujo
730,377,719	Droms Strauss Wealth Management*	St. Louis	9	Steven Strauss
730,154,643	McMill CPAs & Advisors*	Norfolk, Neb.	50	NA
722,181,779	Leelyn Smith*	Geneva, Ill.	21	Drew Grider
700,000,000	Wealthspring Financial Partners	Sparta, N.J.	23	Damien Paumi
650,000,000	Johanson and Yau	Campbell, Calif.	65	Laura Lin
647,000,000	Smith + Howard Wealth Management	Atlanta	10	Tim Agnew
645,557,984	Dopkins Wealth Management*	Williamsville, N.Y.	7	Thomas Emmerling
616,684,135	AAF Wealth Management	Westborough, Mass.	9	Andrew Hammond and Carmen Grinkis
599,419,819	Brady Martz Wealth Solutions*	Grand Forks, N.D.	5	NA
590,638,330	Lauterbach Financial Advisors*	El Paso, Texas	6	Suzanne Lindau
589,272,258	BMSS Wesson Wealth Solutions	Birmingham, Ala.	9	Mark Wesson
575,364,391	McGowan & Co.*	Bryn Mawr, Pa.	3	Brian McGowan
560,000,000	Cordell, Neher & Co.	Wenatchee, Wash.	45	Steve Neher
560,000,000	Matthew Delaney	Santa Rosa, Calif.	3	Matthew Delaney
550,000,000	ShankerValleau Wealth Advisors	Skokie, Ill.	7	John Valleau
547,000,000	SK Wealth Management	Providence, R.I.	9	Jason Archambault
543,508,327	DHJJ Financial Advisors*	Naperville, Ill.	10	Paul Minta
541,186,105	Schubert & Co.*	McKinney, Texas	8	Kelley Schubert
539,087,689	Napier Financial	Braintree, Mass.	14	John Napolitano
505,696,988	Madrona Financial & CPAs*	Everett, Wash.	19	Brian Evans
496,814,868	HoganTaylor Wealth*	Tulsa, Okla.	11	Todd Wisdom
496,801,128	Andrews, Lucia Wealth Management	Danville, Calif.	2	Robert Lucia
493,941,180	Squire Wealth Advisors*	Orem, Utah	12	NA
490,786,468	Burkett Financial Services*	Rock Hill, S.C.	7	Kevin Smiley
453,651,668	Kraft Asset Management*	Nashville, Tenn.	7	Stephen High
453,096,614	Wealth Advisors of Iowa	West Des Moines, Iowa	6	Jonathan Pearson
439,945,283	AGH Wealth Advisors*	Wichita, Kan.	5	Brad Bechtel
433,347,404	BGM Wealth Management*	Bloomington, Minn.	8	Jon Meyer
427,505,173	John F. Suby Wealth Managemenet*	Madison, Wis.	3	John Suby
426,815,438	Onyx Financial Advisors*	Idaho Falls, Idaho	8	NA
425,000,000	Davie Kaplan CPA	Rochester, N.Y.	70	Jennifer Jones
425,000,000	Mark Sheptoff Financial Planning	Glastonbury, Colo.	2	Mark Sheptoff
405,676,340	Coston, McIsaac & Shea Financial Advisors*	Bar Harbor, Maine	10	NA
404,943,247	HRC Wealth Management*	Moscow, Idaho	8	Brad Lewis
404,000,000	Pitzl Financial	Saint Paul, Minn.	6	Joe Pitzl
403,663,706	Mowery & Schoenfeld Wealth Management	Lake Forest, Ill.	9	Kristy McCullough
402,376,008	Kassouf Wealth Advisors*	Birmingham, Ala.	10	Gerard Kassouf
400,000,000	KPM Wealth Advisors	Springfield, Mo.	7	Skylar Smith
378,295,537	Hungerford Financial*	Grand Rapids, Mich.	4	Thomas Price
377,857,588	McCarthy Asset Management*	Redwood Shores, Calif.	4	Steve McCarthy
371,837,948	WebsterRogers Financial Advisors*	Florence, S.C.	10	Amy Fisher Urquhart
370,784,086	NBZ Investment Advisors*	Knoxville, Tenn.	6	NA
369,140,420	L. K. Benson & Co.*	Towson, Md.	9	Lyle Benson
363,756,323	Alexander Randolph Advisory*	McLean, Va.	7	Gary Schlaffer
359,307,704	LGT Financial Advisors*	Dallas	5	Miller Bentley
350,000,000	Saltmarsh Financial Advisors	Pensacola, Fla.	7	Christina Doss
349,000,000	TSSWMM Advisory Group4	Lebanon, N.H.	5	William MacDonald
342,193,883	Mezzasalma Advisors*	Tinton Falls, N.J.	3	John Mezzasalma
341,058,349	Lowery Thomas*	San Francisco	6	Mark Vicencio
337,000,000	Brown Edwards Wealth Strategies	Lynchburg, Va.	14	Ryan McEntire
336,786,863	Settanni Financial*	Katonah, N.Y.	5	Don Settanni
332,054,543	Practice CFO Investments*	San Diego	35	Wes Read
302,857,130	Kaufman Rossin Wealth*	Miami	9	Jay Pelham
295,715,661	Kilner Capital Advisors	Gaithersburg, Md.	3	Joseph Kilner
292,369,594	Mine & Arao Wealh Creation and Management*	Campbell, Calif.	4	Bud Mine
291,189,040	BBJS Financial Advisors*	Seattle	2	William Serres
290,690,076	Steel Tower Investments	Pittsburgh	6	Elizabeth Urish
288,497,342	Tate Private Wealth Advisers*	Sacramento, Calif.	4	Michael Tate
275,000,000	ORBA Wealth Advisors	Chicago	6	Frank Washelesky
273,673,217	Christensen, King & Associates*	Richland, Wash.	10	NA
270,877,513	Wealth Management CPAs*	Salt Lake City	11	Rob Beck
265,000,000	Hadad Milinazzo Financial Group	Denver	4	Ann Milinazzo
261,244,000	Enright Mollin Cascio & Ramusevic	Elmhurst, N.Y.	3	Douglas Mollin
255,000,000	Briggs Wealth Management	Glastonbury, Colo.	4	Mark Briggs
250,119,823	Jack B. Murad CPA	Agoura Hills, Calif.	1	Jack Murad
248,311,988	Maner Wealth	Lansing, Mich.	5	Michael Nordmann
242,395,217	PKS Investment Advisors*	Salisbury, Md.	9	Daniel O’Connell
235,000,000	M. White Financial Services	Baytown, Tex.	3	Matthew White
225,000,000	Joseph A. Cannova CPA	Toms River, N.J.	5	Joseph Cannova
225,000,000	M. Dean Owen CPA	Paducah, Ky.	6	Dean Owen
220,080,000	Wilkins Miller Wealth Management*	Mobile, Ala.	3	Greg Bowen
220,000,000	CDSF	Willmar, Minn.	3	Chance Hooper
220,000,000	Griffiths, Dreher & Evans	Spokane, Wash.	23	Deanna Dreher
210,000,000	Schexnayder Wealth Advisors	LaPlace, La.	3	Nolan Schexnayder
205,209,381	Gragg Financial	Shelby, N.C.	12	G. Bryon Gragg
204,570,207	Bland Garvey Wealth Advisors*	Richardson, Texas	5	John Garvey
202,906,224	Sanchez & Zures*	McLean, Va.	2	Paul Sanchez

Notes:
1 CLA has no designated headquarters location
2 Moss Adams is expected to merge with Baker Tilly in early June
3 An EisnerAmper company

Daniel Hood

Editor-in-chief, Accounting Today

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