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The 2026 Wealth Magnets

By Daniel Hood
About Daniel
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daniel.hood@arizent.com
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Published June 02, 2026, 10:00 a.m. EDT
1 Min Read
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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 20th annual ranking, we received submissions from close to 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 2025.

(Read more: Learn about "The 2026 Wealth Magnets: The challenges of growth.")

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.

AUM Firm name Location Staff Chief executive
$49,571,000,000 Savant Wealth Management Rockford, Ill. 826 Brent Brodeski
$25,117,897,108 Plante Moran Financial Advisors Southfield, Mich. 192 John Lesser
$19,100,000,000 Choreo Rockford, Ill. 240 Jason Van de Loo
$16,400,000,000 CliftonLarsonAllen Wealth Advisors Minneapolis 183 Clayton Bland
$12,762,169,497 CBIZ Investment Advisory Services* Cleveland 93 Jim King
$10,999,884,917 Forvis Mazars Wealth Advisors Springfield, Mo. 123 Holly Pantzer
$10,599,707,027 Great Valley Advisor Group* Wilmington, Del. 325 James Spinelli
$9,300,843,582 Joel Isaacson & Co. New York City 52 David Peltz
$8,690,717,334 Forum Financial Management* Lombard, Ill. 143 Nirav Batavia and Jonathan Rogers
$7,808,976,484 HBKS Wealth Advisors Erie, Pa. 120 Christopher Allegretti
$7,615,300,000 Aldrich Wealth  Lake Oswego, Ore. 42 Heather Wonderly
$6,843,000,000 Level Four Advisory Services Dallas 141 Edmon "Jake" Tomes
$6,348,792,000 Andersen* Mclean, Va. 2,061 Mark Vorsatz
$5,715,000,000 SAX Wealth Advisors Parsippany, N.J. 62 Kyle Stawicki
$5,701,821,531 Cain Watters & Associates Frisco, Texas 352 Dan Wicker
$5,271,218,000 Rehmann Wealth* Lansing, Mich. 39 Ryan Sullivan
$5,202,244,757 Prosperity — An EisnerAmper Company Owings Mills, Md. 65 Michele Martin
$4,601,242,128 Baker Tilly Wealth Management*  Madison, Wis. 32 NA
$4,200,000,000 Aprio Wealth Management Atlanta 55 Keith Greenwald
$4,029,000,000 RubinBrown Advisors St Louis 29 Thomas Tesar
$3,996,508,425 BT Family Office* Atlanta 7 Lorrie Allegra
$3,622,222,222 Boulay Wealth Minneapolis 47 Jay Brown
$3,391,177,402 Frank, Rimerman + Co. Palo Alto, Calif. 825 Michael Rewkiewicz
$3,305,788,046 Schneider Downs Wealth Management Advisors Pittsburgh 28 Derek Eichelberger
$3,187,194,167 Lutz Financial Omaha, Neb. 22 Jim Boulay
$3,082,862,049 Gleneagles Investment Advisors* Atlanta 4 Stephen Riddell
$3,063,634,584 GHP Investment Advisors* Denver 25 Brian Friedman
$2,977,221,827 Fairway Wealth Management* Independence, Ohio 23 Mark Weiskind
$2,888,320,155 CPS Investment Advisors* Lakeland, Fla. 60 Peter Golotko
$2,669,012,816 Windrose Advisors* Waltham, Mass. 23 William Heitin
$2,622,584,603 Cozad Asset Management* Champaign, Ill. 29 Brett Anderson and Dae Kang
$2,395,360,831 RKL  Lancaster, Pa. 669 Edward Monborne
$2,305,000,000 LBMC Investment Advisors Brentwood, Tenn. 7 Greg  Herman
$2,300,000,000 Withum Wealth Management Red Bank, N.J. 20 James Ferrare
$2,272,278,072 Beaird Harris Wealth Management Dallas 21 Pat Beaird
$2,265,513,897 Jackson Thornton Wealth Manaagement Montgomery, Ala. 16 Shaw Pritchett
$2,207,197,993 Traphagen Investment Advisors Oradell, N.J. 18 V. Peter Traphagen
$2,031,796,484 Sikich Financial Naperville, Ill. 22 Andrew Paoni
$1,935,513,212 CFO4Life* Coppell, Texas 22 Levi McMellian
$1,860,000,000 WBH Advisory  Baltimore 15 Marc Hertzberg
$1,836,327,996 Citrin Cooperman Wealth Management New York City 3,592 Alan Badey
$1,706,000,000 CRA Financial Northfield, N.J. 17 Matthew Reynolds
$1,675,254,116 Rollins Financial Advisors Atlanta 15 Joe Rollins
$1,594,561,451 RVW Wealth* Los Angeles 12 Jonathan Gerber
$1,472,017,490 HHM Wealth Advisors* Chattanooga, Tenn. 20 Travis Hutchinson
$1,442,740,447 D'Orazio Wealth Advisor* Vienna, Va. 11 Joseph D'Orazio
$1,401,802,140 Howard Financial Services* Dallas 24 Jim Howard
$1,400,921,673 Werba Rubin Papier Wealth Management* San Jose, Calif. 18 Jason Papier
$1,316,984,023 Wiss Family Office Florham Park, N.J. 16 Stephanie Hughes
$1,310,550,210 Valley National Advisers* Bethlehem, Pa. 13 Matthew Petrozelli
$1,300,000,000 Adams Brown Wealth Consultants Wichita, Kan. 23 Chad Somers
$1,279,713,000 H&S Companies Fremont, Mich. 103 Chase Carpenter
$1,275,804,828 Pettinga Financial Advisors* Evansville, Indiana 11 Tonya Borders
$1,274,488,757 KEB Wealth Advisors* Springfield, Ill. 17 Phil Capps
$1,230,580,072 HCM Wealth Advisors* Cincinnati 11 Michael Hengehold
$1,230,000,000 SC&H Wealth Hunt Valley, Md. 24 Ryan Frank
$1,163,545,470 WPWealth  Fort Worth, Texas 18 Bill Weston
$1,155,164,256 KerberRose Wealth Management* Shawano, Wis. 13 Daniel Wotruba
$1,100,000,000 BCS Wealth Management Johnson City, Tenn. 13 Nick Clay
$1,093,322,679 PKS Advisory Services* Albany, N.Y. 45 Pamela Young
$1,070,000,000 Leelyn Smith Geneva, Ill. 33 Drew Grider
$1,067,408,953 Dopkins Wealth Management Buffalo, N.Y. 7 Thomas Emmerling
$1,047,057,507 Morling Financial Advisors* Fremont, Calif. 21 Peter Ling
$1,005,970,630 PYA Waltman Capital Knoxville, Tenn. 20 J. William Waltman
$1,005,000,000 Kemper Capital Management Robinson, Ill. 17 Thomas Moore
$950,083,465 Brickley Wealth Management* San Mateo, Calif. 7 Steve Brickley
$941,967,805 Bernath & Rosenberg Cedarhurst, N.Y. 8 Jacob Rosenberg
$923,057,391 Keller Wealth Advisors* Victoria, Texas 10 Kyle Noack
$900,000,000 UHY Wealth Management  Sterling Heights, Mich. 12 Daniel Laginess
$880,000,000 High Net Worth Advisory Tax Group Naples, Fla. 7 David Morgan
$879,000,000 Brady Martz Grand Forks, N.D. 8 Stacy DuToit
$862,276,146 McMill CPA and Advisors* Norfolk, Neb. 50 NA
$820,549,259 REDW Wealth Albuquerque 15 Steve Cogan
$806,291,998 Droms Strauss Wealth Management* St. Louis 8 Steven Strauss
$806,000,000 Wealthspring Financial Partners Montville, N.J. 18 Damien Paumi
$800,783,297 Kuhn Advisors* Durham, N.C. 8 Mark Kuhn
$746,000,000 BMSS Wesson Wealth Solutions Birmingham, Ala. 11 Mark Wesson
$745,133,727 AAF Wealth Management Westborough, Mass. 10 Carmen Grinkis
$703,973,313 Cordell Neher & Co. Wenatchee, Wash. 44 Steve Neher
$691,792,793 Madrona Financial & CPAs* Everett, Washington 18 Brian Evans
$690,000,000 Lauterbach Financial Advisors El Paso, Texas 5 Suzanne Lindau
$689,103,667 Smith + Howard Wealth Management Atlanta 10 Tim Agnew
$684,000,000 Johanson and Yau  Campbell, Calif. 60 Laura Lin
$660,276,440 SK Wealth Management Providence, R.I. 9 Jason Archambault
$655,611,187 McGowan & Co.* Bryn Mawr, Pa. 3 Brian McGowan
$654,051,359 Napier Financial Braintree, Mass. 13 John Napolitano
$645,000,000 ShankerValleau Wealth Advisors Skokie, Ill. 8 John Valleau
$630,000,000 DHJJ Naperville, Ill. 100 Rebecca Turner
$612,000,000 Mezzasalma Advisors Tinton Falls, N.J. 9 Anthony Mezzasalma
$600,000,000 Corus Family Wealth Management  McKinney, Texas 14 Kelley Schubert
$598,000,000 HMV Wealth Advisors Shreveport, La. 5 Roderick Williams
$592,795,599 HoganTaylor Wealth* Tulsa, Oklahoma 10 Matt Bacon
$586,722,649 Squire Wealth Advisors* Orem, Utah 15 Phillip Peine
$572,000,000 Burkett Financial Services Rock Hill, S.C. 6 Kevin Smiley
$555,000,000 Davie Kaplan Rochester, N.Y. 75 Jennifer Jones
$550,055,353 Mowery & Schoenfeld Wealth Management Lake Forest, Ill. 10 Kristy McCullough
$539,420,935 Wealth Advisors of Iowa West Des Moines, Iowa 6 Jonathan Pearson
$525,000,000 Mark Sheptoff Financial Planning Glastonbury, Ct. 3 Mark Sheptoff
$525,000,000 Pitzl Financial Arden Hills, Minn. 9 Joe Pitzl
$512,510,120 TM Advisors* Troy, Mich. 8 Robert Taylor
$506,702,684 Kaufman Rossin Wealth Miami 11 Marc Feigelson
$492,087,918 Hungerford Financial* Grand Rapids, Mich. 5 Thomas Price
$490,000,000 Kassouf Wealth Advisors  Birmingham, Ala. 8 Gerard Kassouf
$490,000,000 TSWM Advisory Group Portsmouth, N.H. 5 William MacDonald
$487,408,854 HRC Wealth Management* Moscow, Idaho 8 Brad Lewis
$478,860,000 Hadad-Milinazzo Financial Group Denver 7 Ann Milinazzo
$478,446,860 Platform Wealth Advisors  Holladay, Utah 17 Kirk Stovesand 
$466,919,598 Coston, McIsaac & Shea Financial Advisors* Bar Harbor, Maine 12 NA
$465,000,000 KPM Wealth Advisors Springfield, Mo. 7 Skylar Smith
$464,881,240 John F. Suby Wealth Management* Madison, Wis. 3 NA
$460,501,525 WebsterRogers Financial Advisors* Florence, S.C. 9 Amy Fisher Urquhart
$456,334,303 AGH Wealth Management* Wichita, Kan. 6 Brad Bechtel
$456,076,011 LGT Financial Advisors* Dallas 5 Miller Bentley
$446,232,124 L.K. Benson & Co.* Timonium, Md. 9 Lyle Benson
$431,161,079 NBZ Investment Advisors Knoxville, Tenn. 7 Rick Zivi
$428,000,000 Brown Edwards Wealth Strategies Lynchburg, Va. 16 Ryan McEntire
$422,403,465 McCarthy Asset Management Redwood Shores, Calif. 3 Steve McCarthy
$397,030,322 Settanni Financial* Armonk, N.Y. 4 Don Settanni
$393,000,000 Saltmarsh Financial Advisors Pensacola, Fla. 7 Nancy Patton
$385,772,610 Lowery Thomas* Pebble Beach, Calif. 6 Mark Vicencio
$366,000,000 Briggs Wealth Management Glastonbury, Ct. 8 Mark Briggs
$351,000,000 Wealth Management CPAs Salt Lake City 6 Rob Beck
$338,062,502 Mine & Arao Wealth Creation and Management* Campbell, Calif. 4 Bud Mine
$337,658,673 Lucas Group Financial Advisors Freeport, Ill. 9 Lucas Beggin
$331,525,200 BBJS Financial Advisors Seattle 3 William Serres
$328,000,000 The Creative Planners Group Tarrytown, N.Y. 10 Michael Sander
$325,000,000 Griffiths, Dreher & Evans Spokane Valley, Wash. 25 Alec Griffiths
$322,309,691 Oujo Wealth Strategies Wall, N.J. 15 Anthony Sandomierski
$320,000,000 True North Private Wealth Partners¹ Baytown, Texas 3 Matthew White
$315,585,913 Jack B. Murad CPA Agoura Hills, Calif. 1 Jack Murad
$312,000,000 Freidel & Associates  Rapid City, S.C. 33 Paul Freidel
$304,000,000 Maner Wealth Lansing, Mich. 5 Steven Guipe
$294,261,730 Christensen, King & Associates Investment Services* Richland, Wash. 10 NA
$293,356,007 Tate Private Wealth Advisers* Sacramento, Calif. 4 Michael Tate
$285,000,000 Joseph A. Cannova CPA Toms River, N.J. 6 Joseph Cannova
$283,400,000 Allied CPAs Rochester, N.Y. 65 Thomas Tette
$275,000,000 CDSF Willmar, Minn. 3 Chance Hooper
$270,000,000 Bland Garvey Wealth Advisors Richardson, Texas 5 John Garvey
$264,000,000 Barnes Dennig Private Wealth Management Cincinnati 8 George Sparks
$262,105,014 Steel Tower Investments Pittsburgh 7 Elizabeth Urish
$260,600,000 Lighthouse Wealth Management Camp Hill, Pa. 2 Teancum Light
$257,491,633 Wilkins Miller Wealth Management* Mobile, Alabama 3 Greg Bowen
$246,900,000 Copper Leaf Financial Williston, Vt. 6 John Davis
$241,940,448 Sanchez & Zures* McLean, Va. 2 Paul Sanchez
$235,985,668 McDaniel Wealth Management Danville, Ky. 8 Tim McDaniel
$220,000,000 Dean Owen CPA Paducah, Ky. 5 Dean Owen
$219,586,872 WealthPlans* Frederick, Md. 1 NA
$215,357,909 Gragg Financial Shelby, N.C. 10 G. Bryon Gragg
$201,000,000 Thielen & Associates Campbell, Calif. 10 Paula Thielen
$180,000,000 TDC Capital Advisors College Station, Texas 2 James Larkin

Notes:
* Data provided by Ideagen Audit Analytics
1 Formerly known as M. White Financial Services


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Daniel Hood
Editor-in-chief
Daniel Hood has been editor-in-chief of Accounting Today since 2011; he joined Accounting Today as managing editor in 1998. A graduate of Georgetown... Read full bio
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