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
RKL Wealth Management
Lancaster, Pa.
Staff: 26
Chief executive: Laurie Peer
BT Wealth Management
Atlanta
Staff: 17
Chief executive: Scott Craig
Valley National Financial Advisors
Bethlehem, Pa.
Staff: 38
Chief executive: Matthew Petrozelli
SAX Wealth Advisors
Clifton, N.J.
Staff: 15
Chief executive: Kyle Stawicki
Beaird Harris
Dallas
Staff: 13
Chief executive: Pat Beaird
LBMC Investment Advisors
Brentwood, Tenn.
Staff: 8
Chief executive: Greg Herman
RubinBrown Advisors
Clayton, Mo.
Staff: 15
Chief executive: Thomas Tesar
GHP Investment Advisors Inc.*
Denver
Staff: 18
Chief executive: Brian Friedman
BerganKDV Wealth Management
Bloomington, Minn.
Staff: 23
Chief executive: Matt Cosgriff
CCR Wealth Management
Westborough, Mass.
Staff: 20
Chief executive: David Borden
Schneider Downs Wealth Management
Pittsburgh
Staff: 20
Chief executive: Nancy Skeans
Aldrich Wealth
Lake Oswego, Ore.
Staff: 25
Chief executive: K. Scott Barchus
Wealth Management
Norfolk, Neb.
Staff: 56
Chief executive: Jared Faltys
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.
Rehmann
Troy, Mich.
Staff: 947
Chief executive: Randall Rupp
Frontier Wealth Management
Kansas City, Mo.
Staff: 45
Chief executive: Nick Blasi
Citrin Cooperman
New York City
Staff: 15
Chief executive: Joel Cooperman
Moss Adams Wealth Advisors*
Seattle
Staff: 55
Chief executive: NA
Warren Averett Asset Management*
Birmingham, Ala.
Staff: 49
Chief executive: Joshua Reidinger
SVA Wealth Management*
Madison, Wis.
Staff: 63
Chief executive: Maureen Hansen
Provenance Wealth Advisors
Ft. Lauderdale, Fla.
Staff: 44
Chief executive: Eric Zeitlin
BKD Wealth Advisors
Springfield, Mo.
Staff: 65
Chief executive: Jack Thurman
Level Four Advisory Services
Plano, Texas
Staff: 38
Chief executive: Edmon Tomes
Honkamp Krueger Financial Services Inc.
Dubuque, Iowa
Staff: 96
Chief executive: John Darrah
Wipfli Financial Advisors
Milwaukee
Staff: 78
Chief executive: Jeff Pierce
SignatureFD
Atlanta
Staff: 84
Chief executive: Jeff Peller
HBKS Wealth Advisors
Erie, Pa.
Staff: 85
Chief executive: Christopher Allegretti
Forum Financial Management*
Lombard, Ill.
Staff: 96
Chief executive: N. Batavia / J. Rogers
Sequoia Financial Group
Akron, Ohio
Staff: 85
Chief executive: Thomas Haught
Joel Isaacson & Co.
New York City
Staff: 44
Chief executive: Joel Isaacson
Savant Capital Management
Rockford, Ill.
Staff: 167
Chief executive: Brent Brodeski
RSM US Wealth Management
Minneapolis
Staff: 121
Chief executive: David Scudder
CLA Wealth Advisors
NA
Staff: 131
Chief executive: Bruce Bushman
myCIO Wealth Partners
Philadelphia
Staff: 46
Chief executive: David Lees
Plante Moran Financial Advisors
Southfield, Mich.
Staff: 142
Chief executive: John Lesser