Here’s something that may be of interest to you.As you know, there are all sorts of lists out there ranging from Accounting Today’s most influential people in accounting to Practical Accountant’s regional survey of accounting firms to CPA Wealth Provider’s financial planning annual awards of excellence.
In view of the explosion upwards of the financial planning area as the baby boomers prepare to retire, we thought it would be important to address the financial planning community with a new kind of list: CPA firms with a financial planning practice ranked by their assets under management (AUM).
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