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).

CPA Wealth Provider, the leading publication for CPAs involved in financial planning, will be presenting the first-ever ranking of CPA/Financial Planning firms by AUM. This ranking will be printed in the October 2007 issue of the magazine, with the intention of making it an annual event.

There are two criteria for consideration:

  • It must be a CPA firm that has a financial planning practice, even as a subsidiary or affiliate; and,
  • The financial planner in the office must hold a CPA credential.

The October issue of CPA Wealth Provider will reach approximately 120,000, as it will be mailed with all the accounting publications in the Accountants Media Group here at Source Media, such as Accounting Today, Accounting Technology and Practical Accountant ,as well as select subscribers of Financial Planning magazine. And, it will be featured on this Web site.How to get involved? Simple. Request a survey form by e-mailing me, at Need more information? E-mail me. But do it soon because the closing date on all submissions is August 3, 2007.

We encourage you to participate.

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