Accounting Today's annual ranking of the top CPA financial planners — due out today — highlights the leading 150 firms by assets under management in different size categories. Highlighted here are the crème de la crème — those who manage over $1 billion in client assets. (See the
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RKL Wealth Management
Lancaster, Pa.
Staff: 26
Chief executive: Laurie Peer
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BT Wealth Management
Atlanta
Staff: 17
Chief executive: Scott Craig
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Valley National Financial Advisors
Bethlehem, Pa.
Staff: 38
Chief executive: Matthew Petrozelli
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SAX Wealth Advisors
Clifton, N.J.
Staff: 15
Chief executive: Kyle Stawicki
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Beaird Harris
Dallas
Staff: 13
Chief executive: Pat Beaird
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LBMC Investment Advisors
Brentwood, Tenn.
Staff: 8
Chief executive: Greg Herman
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RubinBrown Advisors
Clayton, Mo.
Staff: 15
Chief executive: Thomas Tesar
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GHP Investment Advisors Inc.*
Denver
Staff: 18
Chief executive: Brian Friedman
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BerganKDV Wealth Management
Bloomington, Minn.
Staff: 23
Chief executive: Matt Cosgriff
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CCR Wealth Management
Westborough, Mass.
Staff: 20
Chief executive: David Borden
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Schneider Downs Wealth Management
Pittsburgh
Staff: 20
Chief executive: Nancy Skeans
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Aldrich Wealth
Lake Oswego, Ore.
Staff: 25
Chief executive: K. Scott Barchus
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Wealth Management
Norfolk, Neb.
Staff: 56
Chief executive: Jared Faltys
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DHG Wealth Advisors
Asheville, N.C.
Staff: 36
Chief executive: William Sneed
Note: Last year, Dixon Hughes Goodman Wealth Advisors reported its total assets under advisement; this year it is reporting solely assets under management. It has over $2.2 billion in total assets under advisement.
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Rehmann
Troy, Mich.
Staff: 947
Chief executive: Randall Rupp
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Frontier Wealth Management
Kansas City, Mo.
Staff: 45
Chief executive: Nick Blasi
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Citrin Cooperman
New York City
Staff: 15
Chief executive: Joel Cooperman
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Moss Adams Wealth Advisors*
Seattle
Staff: 55
Chief executive: NA
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Warren Averett Asset Management*
Birmingham, Ala.
Staff: 49
Chief executive: Joshua Reidinger
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SVA Wealth Management*
Madison, Wis.
Staff: 63
Chief executive: Maureen Hansen
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Provenance Wealth Advisors
Ft. Lauderdale, Fla.
Staff: 44
Chief executive: Eric Zeitlin
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BKD Wealth Advisors
Springfield, Mo.
Staff: 65
Chief executive: Jack Thurman
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Level Four Advisory Services
Plano, Texas
Staff: 38
Chief executive: Edmon Tomes
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Honkamp Krueger Financial Services Inc.
Dubuque, Iowa
Staff: 96
Chief executive: John Darrah
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Wipfli Financial Advisors
Milwaukee
Staff: 78
Chief executive: Jeff Pierce
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SignatureFD
Atlanta
Staff: 84
Chief executive: Jeff Peller
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HBKS Wealth Advisors
Erie, Pa.
Staff: 85
Chief executive: Christopher Allegretti
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Forum Financial Management*
Lombard, Ill.
Staff: 96
Chief executive: N. Batavia / J. Rogers
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Sequoia Financial Group
Akron, Ohio
Staff: 85
Chief executive: Thomas Haught
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Joel Isaacson & Co.
New York City
Staff: 44
Chief executive: Joel Isaacson
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Savant Capital Management
Rockford, Ill.
Staff: 167
Chief executive: Brent Brodeski
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RSM US Wealth Management
Minneapolis
Staff: 121
Chief executive: David Scudder
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CLA Wealth Advisors
NA
Staff: 131
Chief executive: Bruce Bushman
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myCIO Wealth Partners
Philadelphia
Staff: 46
Chief executive: David Lees
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Plante Moran Financial Advisors
Southfield, Mich.
Staff: 142
Chief executive: John Lesser