2018 Wealth Magnets logo - Top Firms by AUM

<BR>

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.
2018AUM-36-RKL

RKL Wealth Management

AUM: $1,002,172,371
2018AUM-35-RubinBrown

RubinBrown Advisors

AUM: $1,019,958,930
2018AUM-34-Beard Harris

Beaird Harris

AUM: $1,028,063,471
2018AUM-33-Sax

SAX Wealth Advisors

AUM: $1,055,000,000
2018AUM-32-LBMC

LBMC Investment Advisors

AUM: $1,150,000,000
2018AUM-31-CPS

CPS Investment Advisors

AUM: $1,155,091,385
2018AUM-30-CCR

CCR Wealth Management

AUM: $1,200,000,000
2018AUM-29-Aldrich

Aldrich Wealth

AUM: $1,204,157,576
2018AUM-28-GHP

GHP Investment Advisors Inc.

AUM: $1,254,110,716
2018AUM-27-Trumbower

Trumbower Financial Advisors

AUM: $1,268,375,652
2018AUM-26-Thomas Wirig Doll

Thomas Wirig Doll

AUM: $1,300,000,000
2018AUM-25-Citrin

Citrin Cooperman Wealth Management

AUM: $1,310,398,336
2018AUM-24-SchneiderDowns

Schneider Downs Wealth Management Advisors

AUM: $1,379,804,000
2018AUM-23-BerganKDV

BerganKDV Wealth Management

AUM: $1,415,863,883
2018AUM-22-FrontierWealth

Frontier Wealth Management

AUM: $1,695,151,071
2018AUM-21-Wealth Management

Wealth Management

AUM: $1,820,799,824
2018AUM-20-Andersen Tax

Andersen Tax

AUM: $1,952,600,000
2018AUM-19-DHG

DHG Wealth Advisors

AUM: $2,100,000,000
2018AUM-18-Moss Adams

Moss Adams Wealth Advisors

AUM: $2,142,840,764
2018AUM-17-Provenance

Provenance Wealth Advisors/Berkowitz Pollack Brant

AUM: $2,300,000,000
2018AUM-16-SVAPlumb

SVA Plumb Wealth Management

AUM: $2,349,540,305
2018AUM-15-Warren Averett

Warren Averett Asset Management

AUM: $2,395,575,162
2018AUM-14-Honkamp Krueger

Honkamp Krueger Financial Services Inc.

AUM: $3,022,224,000
2018AUM-13-SignatureFD

SignatureFD

AUM: $3,061,000,000
2018AUM-12-BKD

BKD Wealth Advisors

AUM: $3,068,291,392
2018AUM-11-HBKS

HBKS Wealth Advisors

AUM: $3,176,340,781
2018AUM-10-Forum Financial

Forum Financial Management

AUM: $3,287,672,169
2018AUM-9-Level Four

Level Four Advisory Services

AUM: $3,350,000,000
2018AUM-8-Rehmann

Rehmann

AUM: $3,800,000,000
2018AUM-7-Sequoia

Sequoia Financial Advisors

AUM: $4,144,421,135
2018AUM-6-CliftonLarsonAllen

CliftonLarsonAllen Wealth Advisors

AUM: $4,456,719,811
2018AUM-5-Wipfli

Wipfli Financial Advisors

AUM: $4,928,541,864
2018AUM-4-Savant

Savant Capital Management

AUM: $5,572,850,428
2018AUM-3-myCIO

myCIO Wealth Partners

AUM: $6,529,280,563
2018AUM-2-RSM

RSM US Wealth Management

AUM: $8,326,000,000
2018AUM-1-Plante

Plante Moran Financial Advisors

AUM: $14,324,316,372
MORE FROM ACCOUNTING TODAY