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Each year, Accounting Today ranks the top 150 CPA financial planners by their assets under management — and by AUM, at least, it turns out that last year (like the three years before) was a great one.
The CPA financial planning practices that make up Accounting Today's Top 150 Firms by AUM this year have a collective $355 billion in assets under management, up significantly from last year's $269 billion; the 65 Wealth Magnets that reported more than $1 billion in AUM (versus 61 last year) accounted for $313 billion of that total. Interestingly, the threshold for making the list was $180 million, down from last year's $202 million — due in part, no doubt, to merger activity among the largest firms.
This year's 65 Billion-Dollar Firms are listed below in ascending order; the entire list is
Notes and methodology: 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 public sources (usually the firm’s website), where available. 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 2023.
* For firms marked with an asterisk, data was provided by Ideagen Audit Analytics, a premium online intelligence service that delivers audit, regulator and disclosure analysis to the accounting community. Reach them at (508) 476-7007,
