Third Ranking of CPAs by AUM
The idea for the ranking presented in the following pages began some two years ago when the editors of this publication decided to plow an area that had previously been left untouched. A survey was prepared and sent to a wide listing of CPA firms and the reaction was rather staggering. There were 89 responses.
Last year, the response topped 100 and this year it reached 132, with firms having in excess of $40 billion of assets under management. In fact, 10 firms have some $25 billion of this. This is the reason that we chose to break the firms down into sections.
The editors also delved beneath the surface of the rankings and looked at what affiliations each firm had, such as broker/dealers, wire-houses, financial services companies, and the like.
For inclusion in this survey, we had two criteria for consideration: they 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.
There are a few footnotes and explanations to these rankings you should keep in mind. First, the numbers listed are, in some respects, based on calendar-year figures, as reported by the firms, and others are on fiscal years. Then too, because of space limitations, we did not have room to list LLPs, LLCs, corporate designations, partnerships, and the like. To simplify, we just listed the basic name of the firm.
Moreover, some firms had controlling principals, CEOs, presidents, etc. Again, for simplification purposes, we used the term "managing partner." And finally, we did not have the room to include all the various licenses held by the different firms. There were just too many.
Based upon all the e-mails, telephone calls, and faxes we have received since the first ranking was published two years ago, we firmly believe the following information in our charts, graphs, and the like will shed some vital light on this ever-burgeoning field.
Below we list the firms; for a complete version of the report, view the PDF.
THE BILLION DOLLAR CLUB
myCIO Wealth Partners
Plante Moran Financial Advisors
RSM McGladrey Inc.
Gilman Ciocia Inc.
Wipfli Hewins/Hewins Financial Advisors
LarsonAllen Financial
Savant Capital Management Inc.
BKD Wealth Advisors
CBIZ Inc./Mayer Hoffman McCann PC
HBK Sorce Financial
Baker Tilly Investment Advisors
THE $100+ MILLION CLUB
SignatureFD (formerly F&D Advisors)
Honkamp Krueger Financial Services Inc.
Berkowitz Dick Pollack & Brant
Howard Financial Services Ltd.
Clifton Gunderson Wealth Management
Truepoint Inc.
Capital Performance Advisors
CCR Wealth Management
Jackson Thornton Asset Management
Schneider Downs Wealth Management Advisors
Weaver Tidwell Wealth Management
Mission Wealth Management
Dopkins Wealth Management
Dynasty Quest Inc.
Anchin Wealth Management
Tegra Financial Partners
Sequoia Financial Group
Warren, Averett, Kimbrough & Marino
BHCO Capital Management Inc.
Lassus Wherley
ML&R Wealth Management
Wealthquest Financial Services
Boulay Financial Advisors
Traphagen Investment Advisors
Herbein Wealth Management
Rowling, Dold & Associates
Kemper Capital Management
KEB Asset Management
WebsterRogers Investment Advisors
Grant/GrossMendelsohn
Jack Oujo CPA Inc.
Asset Strategies Inc.
Orizon Group Inc.
Weiser Capital Management
SMF Financial Advisors
Lauterbach Financial Advisors
A & F Financial Advisors
Tarpley & Underwood Financial Advisors
KLR Financial Advisors
Mark Sheptoff Financial Planning
KMH Wealth Management
Nova Investment Group
DB&B Financial Services
THE $50+ MILLION CLUB
Andrews, Lucia Wealth Management
Witt Mares Financial Vision
M. White Financial Services
LCV Wealth Management Ltd.
Shinn Financial Group
Mason Road Wealth Advisors
Kolb+Co Financial Advisers
CPFA
Fazio, Mannuzza, Roche, Tankel, LaPilusa
Kraft Asset Management
HD Financial Services
FMF & E Wealth Management
Wealth Management Group
AVL/Wealthcare
Trusted Financial Partners
KB Investment Advisors
RF&L Wealth Management
Prospect Financial Services
Great River Asset Management
PKS Investment Advisors
AMD Financial Services
ARK Financial Services
Whitcomb & Hess
The Whitlock Co.
BCS Financial
ShankerValleau
JDH Wealth Management.
Financial Resource Group
Briggs Wealth Management
Wilner & Scherr PA
Ronald P. Austin CPA/PFS
Wasserman Wealth Management
Bishop & Co. PL
THE RISING STARS
Green Wealth Management
Solutions for Wealth Management
Peak Investment Solutions
Shoreline Asset Management
Capital Asset Management
CSA Financial Advisors Ltd.
Heartland Investment Advisors
WIN Advisor Group Inc.
Capstone Wealth Management
Raymond James Financial Services
BGEMD Capital Advisors
Bullock Capital Alliance Inc.
PBGH Financial Advisors Inc.
Focus Asset Management Co.
Cynthia L. Conger CPA PA
D3 Financial Counselors
Dexter Ward & Associates
Scafa Financial Services
Squire Investment Co.
Williams Advisory Group
Biscotti, Toback & Co. CPAs
Cornerstone Wealth Advisors
Krouse Kern Wealth Management Inc.
TD & T Financial Group
Salem Asset Management
Thomas A. Geisler CFP
Strategic Investment Advisors Ltd.
DST Trusted Advisors
Klane Wealth Management
Hogan Capital Management Inc.
Financial Advocates
LGC&D Wealth Management
MJ Baker & Associates
William M. MacDonald CPA CFP
Capital Wealthcare
Dental Wealth Advisors
Kuhl Financial Services
Meridian Wealth Advisors
Craun Freeman Tax & Wealth Management
RHR Wealth Management
Dynamic Wealth Strategies
Fitzgerald Financial Partners
Innovative Financial
Portland Financial Advisors Inc.
Rosenbaum Financial Services
ONES TO WATCH
John R. Monaco CPA PC
Stephenson Accountancy Corp.
Thomas R. Hogle CPA
Bovitz CPA PC
Chambers Asset Management
Accounting Management Advisors Inc.
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