CPA Wealth Provider, a SourceMedia publication, is presenting its first-ever ranking of CPA/Financial Planning firms by Assets Under Management (AUM). This ranking is featured in the October 2007 issue of the magazine and is expected to be an annual event.
The ranking lists the 11 firms that are in "The Billion Dollar Club," the 41 firms that are in "The $100+ Million Club" and the "Rising Stars" that comprise the remainder.
Not content with just a ranking, the editors delved beneath the surface and unearthed the affiliations of each firm, such as broker/dealers, wirehouses, financial services companies, and the like.
Going even deeper, the survey reveals the financial planning products that each firm recommends in basic categories such as IRAs, 401(k)s, mutual funds, life insurance, bonds, and 529 plans.
"We had two criteria for consideration: they must be a CPA firm that has a financial planning practice, even as a subsidiary or affiliate, and the financial planner in the office must hold a CPA credential. We had an overwhelming response, so much so that we expect this to be an annual event," said Stuart Kahan, CPA Wealth Provider executive editor.
To whet your appetite for reading the entire article, the 11 members of The Billion Dollar Club are:
- Plante Moran Financial Advisors
- Gilman Ciocia
- RSM McGladrey
- Wipfli Hewins Investment Advisors
- Savant Capital Management
- CBIZ/Mayer Hoffman McCann
- Virchow, Krause & Company
- HBK Sorce Financial
- Moss Adams Wealth Advisors
- Honkamp Krueger Financial Services
- F&D Advisors
The complete article with details about all of the winners appearing in the October issue of CPA Wealth Provider can be viewed online.