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The Top Firms by AUM share their biggest concerns — and they're not about the markets | | Explore the two biggest issues faced by top CPA financial planners, and how they're working to address them. Read more → |
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| This exclusive article and the detailed rankings are part of our Top Firms by AUM series. Unlock access through a membership. | | SUBSCRIBE TODAY |
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The 2023 Billion-Dollar Wealth Magnets | | Accounting Today ranks the top 150 CPA financial planners by their assets under management. Based on AUM, it turns out that last year was a great one.
At the same time, the number of Wealth Magnets in the $1 Billion+ Club dropped to 49 from 58, thanks in part to the same market turmoil that caused a good year, but perhaps more importantly to the wave of M&A sweeping through wealth management firms. Explore the rankings → |
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