The 2016 Top 150 Firms by AUM

Published June 01, 2016, 3:38 p.m. EDT

Updated January 20, 2021, 6:33 a.m. EST

1 Min Read

This annual report ranks the top CPA financial planners by assets under management, and shares their concerns, major issues and success strategies.
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NASBA CPE Credit is being offered for this webinar.**

SourceMedia Inc. d/b/a Arizent is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

** In order to qualify to receive the CPE credits, you will need to attend and stay on the live web seminar for its duration, which is about 60 minutes. This seminar is not approved for IRS CPE Credit.