Slideshow The 2018 Billion-Dollar Planners

Published
  • June 10 2018, 1:44pm EDT
37 Images Total

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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 by Audit Analytics, a premium online intelligence service that delivers audit, regulator and disclosure analysis to the accounting community.

RKL Wealth Management

AUM: $1,002,172,371

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RubinBrown Advisors

AUM: $1,019,958,930

Beaird Harris

AUM: $1,028,063,471

SAX Wealth Advisors

AUM: $1,055,000,000

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LBMC Investment Advisors

AUM: $1,150,000,000

CPS Investment Advisors

AUM: $1,155,091,385

CCR Wealth Management

AUM: $1,200,000,000

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Aldrich Wealth

AUM: $1,204,157,576

GHP Investment Advisors Inc.

AUM: $1,254,110,716

Trumbower Financial Advisors

AUM: $1,268,375,652

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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

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BerganKDV Wealth Management

AUM: $1,415,863,883

Frontier Wealth Management

AUM: $1,695,151,071

Wealth Management

AUM: $1,820,799,824

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Andersen Tax

AUM: $1,952,600,000

DHG Wealth Advisors

AUM: $2,100,000,000

Moss Adams Wealth Advisors

AUM: $2,142,840,764

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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

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Honkamp Krueger Financial Services Inc.

AUM: $3,022,224,000

SignatureFD

AUM: $3,061,000,000

BKD Wealth Advisors

AUM: $3,068,291,392

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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

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Rehmann

AUM: $3,800,000,000

Sequoia Financial Advisors

AUM: $4,144,421,135

CliftonLarsonAllen Wealth Advisors

AUM: $4,456,719,811

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Wipfli Financial Advisors

AUM: $4,928,541,864

Savant Capital Management

AUM: $5,572,850,428

myCIO Wealth Partners

AUM: $6,529,280,563

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RSM US Wealth Management

AUM: $8,326,000,000

Plante Moran Financial Advisors

AUM: $14,324,316,372