Warren Averett Asset Management and Kinsight have combined to form the biggest fee-only financial planning and investment advisor firm in Alabama, with total assets under management over $2.2 billion.
Kinsight will add 160 clients and over $400 million in assets under management to Warren Averett’s over $1.8 billion in assets under management. Warren Averett Asset Management is part of the accounting firm Warren Averett CPAs and Advisors, which ranked 34th on Accounting Today’s 2017 list of the Top 100 Firms, with $124.4 million in annual revenue. Its asset management business ranked 19th on Accounting Today’s 2016 Wealth Magnets list of firms with the most assets under management.
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