CPA firms are ranked in Assets Under Management survey

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:

  1. Plante Moran Financial Advisors
  2. Gilman Ciocia
  3. RSM McGladrey
  4. Wipfli Hewins Investment Advisors
  5. Savant Capital Management
  6. CBIZ/Mayer Hoffman McCann
  7. Virchow, Krause & Company
  8. HBK Sorce Financial
  9. Moss Adams Wealth Advisors
  10. Honkamp Krueger Financial Services
  11. 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.

You may like these other stories...

Is it time to consider a value added tax?Forbes contributor Joseph Thorndike wrote yesterday that he believes the tax reform proposal by House Ways and Means Committee Chairman Dave Camp (R-MI) was dead on arrival. But he...
Read more from Larry Perry here and in the Today's World of Audits archive.The planning phase of an audit engagement of an entity using US GAAP or a special purpose framework will, with minor differences, include similar...
Internal audit: Know when to discloseIn an excerpt from his book, Lessons Learned on the Audit Trail, Institute of Internal Auditors President and CEO Richard F. Chambers said if you analyze enough audit reports, you can...

Upcoming CPE Webinars

Apr 17
In this exciting presentation Excel expert David H. Ringstrom, CPA shares tricks that you can use with pivot tables every day. Remember, either you work Excel, or it works you!
Apr 22
Is everyone at your organization meeting your client service expectations? Let client service expert, Kristen Rampe, CPA help you establish a reputation of top-tier service in every facet of your firm during this one hour webinar.
Apr 24
In this session Excel expert David Ringstrom, CPA introduces you to a powerful but underutilized macro feature in Excel.
Apr 25
This material focuses on the principles of accounting for non-profit organizations' revenues. It will include discussions of revenue recognition for cash and non-cash contributions as well as other revenues commonly received by non-profit organizations.