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| | Each year, we rank the top 150 CPA financial planners by their assets under management — and it turns out that last year (like the year before) was a great one. Read more → |
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| These detailed listings are part of our Top Firms by AUM series. Unlock access through a subscription. | | SUBSCRIBE TODAY |
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| | Overall, the total AUM reported by our Wealth Magnets on this year's Top Firms by AUM rose significantly, jumping to $240 billion, from $205.87 billion in the previous year.
At the same time, the number of Wealth Magnets in the $1 Billion-Plus Club hit 58, up from 32 just two years ago. | Explore the rankings → |
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