Billion-Dollar Wealth Magnets

By Daniel Hood

May 31, 2019 1:02 AM

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Accounting Today's annual ranking of the top CPA financial planners — due out today — highlights the leading 150 firms by assets under management in different size categories. Highlighted here are the crème de la crème — those who manage over $1 billion in client assets. (See the full list here.)

RKL Wealth Management

AUM: $1,003,706,704
Lancaster, Pa.
Staff: 26
Chief executive: Laurie Peer

BT Wealth Management

AUM: $1,004,550,000
Atlanta
Staff: 17
Chief executive: Scott Craig

Valley National Financial Advisors

AUM: $1,006,999,993
Bethlehem, Pa.
Staff: 38
Chief executive: Matthew Petrozelli

SAX Wealth Advisors

AUM: $1,049,834,576
Clifton, N.J.
Staff: 15
Chief executive: Kyle Stawicki

Beaird Harris

AUM: $1,072,317,577
Dallas
Staff: 13
Chief executive: Pat Beaird

LBMC Investment Advisors

AUM: $1,220,000,000
Brentwood, Tenn.
Staff: 8
Chief executive: Greg Herman

RubinBrown Advisors

AUM: $1,250,000,000
Clayton, Mo.
Staff: 15
Chief executive: Thomas Tesar

GHP Investment Advisors Inc.*

AUM: $1,277,257,308
Denver
Staff: 18
Chief executive: Brian Friedman

BerganKDV Wealth Management

AUM: $1,283,069,118
Bloomington, Minn.
Staff: 23
Chief executive: Matt Cosgriff

CCR Wealth Management

AUM: $1,300,000,000
Westborough, Mass.
Staff: 20
Chief executive: David Borden

Schneider Downs Wealth Management

AUM: $1,608,470,000
Pittsburgh
Staff: 20
Chief executive: Nancy Skeans

Aldrich Wealth

AUM: $1,652,849,088
Lake Oswego, Ore.
Staff: 25
Chief executive: K. Scott Barchus

Wealth Management

AUM: $1,685,824,412
Norfolk, Neb.
Staff: 56
Chief executive: Jared Faltys

DHG Wealth Advisors

AUM: $1,700,000,000
Asheville, N.C.
Staff: 36
Chief executive: William Sneed
Note: Last year, Dixon Hughes Goodman Wealth Advisors reported its total assets under advisement; this year it is reporting solely assets under management. It has over $2.2 billion in total assets under advisement.

Rehmann

AUM: $2,017,070,353
Troy, Mich.
Staff: 947
Chief executive: Randall Rupp

Frontier Wealth Management

AUM: $2,400,000,000
Kansas City, Mo.
Staff: 45
Chief executive: Nick Blasi

Citrin Cooperman

AUM: $2,400,000,000
New York City
Staff: 15
Chief executive: Joel Cooperman

Moss Adams Wealth Advisors*

AUM: $2,411,613,175
Seattle
Staff: 55
Chief executive: NA

Warren Averett Wealth Management

Warren Averett Asset Management*

AUM: $2,505,924,099
Birmingham, Ala.
Staff: 49
Chief executive: Joshua Reidinger

SVA Wealth Management*

AUM: $2,602,321,471
Madison, Wis.
Staff: 63
Chief executive: Maureen Hansen

Provenance Wealth Advisors

AUM: $2,650,000,000
Ft. Lauderdale, Fla.
Staff: 44
Chief executive: Eric Zeitlin

BKD Wealth Advisors

BKD Wealth Advisors

AUM: $2,994,870,632
Springfield, Mo.
Staff: 65
Chief executive: Jack Thurman

Level Four Advisory Services

Level Four Advisory Services

AUM: $3,002,500,000
Plano, Texas
Staff: 38
Chief executive: Edmon Tomes

Honkamp Krueger Financial Services Inc.

AUM: $3,160,640,372
Dubuque, Iowa
Staff: 96
Chief executive: John Darrah

Wipfli Financial Advisors

AUM: $3,375,355,443
Milwaukee
Staff: 78
Chief executive: Jeff Pierce

SignatureFD

AUM: $3,427,227,047
Atlanta
Staff: 84
Chief executive: Jeff Peller

HBKS Wealth Advisors

AUM: $3,560,000,591
Erie, Pa.
Staff: 85
Chief executive: Christopher Allegretti

Forum Financial Management*

AUM: $3,810,052,130
Lombard, Ill.
Staff: 96
Chief executive: N. Batavia / J. Rogers

Sequoia Financial Group

AUM: $3,903,138,332
Akron, Ohio
Staff: 85
Chief executive: Thomas Haught

Joel Isaacson & Co.

AUM: $4,137,417,185
New York City
Staff: 44
Chief executive: Joel Isaacson

Savant Capital Management

AUM: $5,482,821,236
Rockford, Ill.
Staff: 167
Chief executive: Brent Brodeski

RSM US Wealth Management

AUM: $5,694,022,608
Minneapolis
Staff: 121
Chief executive: David Scudder

CLA Wealth Advisors

AUM: $6,074,696,862
NA
Staff: 131
Chief executive: Bruce Bushman

myCIO Wealth Partners

AUM: $7,377,051,916
Philadelphia
Staff: 46
Chief executive: David Lees

Plante Moran Financial Advisors

AUM: $14,337,303,133
Southfield, Mich.
Staff: 142
Chief executive: John Lesser

Notes

*Data provided by Audit Analytics. Reach them at (508) 476-7007, www.auditanalytics.com, or info@auditanalytics.com.

Daniel Hood

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