The 2018 Billion-Dollar Planners
June 10, 2018 1:44 PM
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Each year, Accounting Today ranks the Top 150 CPA Firms by Assets Under Management in our Wealth Magnets list -- and each year, the number of firms with over $1 billion in AUM increases significantly. This year, thanks in no small part to strong markets, the number of CPA financial planners over the billion mark nearly doubled, from 19 to 36.
For the full list of Wealth Magnets,click here .
Note: Data for firm marked with a dagger is supplied byAudit Analytics , a premium online intelligence service that delivers audit, regulator and disclosure analysis to the accounting community.
For the full list of Wealth Magnets,
Note: Data for firm marked with a dagger is supplied by
RKL Wealth Management
AUM: $1,002,172,371
RubinBrown Advisors
AUM: $1,019,958,930
Beaird Harris
AUM: $1,028,063,471
SAX Wealth Advisors
AUM: $1,055,000,000
LBMC Investment Advisors
AUM: $1,150,000,000
CPS Investment Advisors
AUM: $1,155,091,385
CCR Wealth Management
AUM: $1,200,000,000
Aldrich Wealth
AUM: $1,204,157,576
GHP Investment Advisors Inc.
AUM: $1,254,110,716
Trumbower Financial Advisors
AUM: $1,268,375,652
Thomas Wirig Doll
AUM: $1,300,000,000
Citrin Cooperman Wealth Management
AUM: $1,310,398,336
Schneider Downs Wealth Management Advisors
AUM: $1,379,804,000
BerganKDV Wealth Management
AUM: $1,415,863,883
Frontier Wealth Management
AUM: $1,695,151,071
Wealth Management
AUM: $1,820,799,824
Andersen Tax
AUM: $1,952,600,000
DHG Wealth Advisors
AUM: $2,100,000,000
Moss Adams Wealth Advisors
AUM: $2,142,840,764
Provenance Wealth Advisors/Berkowitz Pollack Brant
AUM: $2,300,000,000
SVA Plumb Wealth Management
AUM: $2,349,540,305
Warren Averett Asset Management
AUM: $2,395,575,162
Honkamp Krueger Financial Services Inc.
AUM: $3,022,224,000
SignatureFD
AUM: $3,061,000,000
BKD Wealth Advisors
AUM: $3,068,291,392
HBKS Wealth Advisors
AUM: $3,176,340,781
Forum Financial Management
AUM: $3,287,672,169
Level Four Advisory Services
AUM: $3,350,000,000
Rehmann
AUM: $3,800,000,000
Sequoia Financial Advisors
AUM: $4,144,421,135
CliftonLarsonAllen Wealth Advisors
AUM: $4,456,719,811
Wipfli Financial Advisors
AUM: $4,928,541,864
Savant Capital Management
AUM: $5,572,850,428
myCIO Wealth Partners
AUM: $6,529,280,563
RSM US Wealth Management
AUM: $8,326,000,000
Plante Moran Financial Advisors
AUM: $14,324,316,372
