© 2024 Arizent. All rights reserved.
Wealth management

The 2021 Billion-Dollar Wealth Magnets

ByDaniel Hood
June 3, 2021 9:00 AM

Each year, Accounting Today ranks the top 150 CPA financial planners by their assets under management — and by AUM, at least, it turns out that last year was a great one.

Top Firms by AUM 2021 logo

Overall, the total AUM reported by our Wealth Magnets soared by more than 50%, from $135.7 billion in last year's report to $205.87 billion, while the number of Wealth Magnets in the $1 Billion-Plus Club rose from 32 to 52. Those 52 are list below; you can see the entire list of this year's Wealth Magnets here.

* For firms marked with an asterisk, data was provided by Audit Analytics, a premium online intelligence service that delivers audit, regulator and disclosure analysis to the accounting community. Reach them at (508) 476-7007, www.auditanalytics.com, or info@auditanalytics.com.

Aprio

AUM: $1,000,000,000
Atlanta
Staff: 725
Chief executive: Richard Kopelman

Allegiant Private Advisors

AUM: $1,002,789,546
Sarasota, Fla.
Staff: 19
Chief executive: Benjamin Jones

Smith Anglin Financial*

AUM: $1,005,230,222
Dallas, Texas
Staff: 14
Chief executive: Steve Anglin

Corrigan Financial Inc.

AUM: $1,015,000,000
Middletown, R.I.
Staff: 28
Chief executive: Daniel Corrigan

EisnerAmper Wealth Management & Corporate Benefits

AUM: $1,035,500,000
Iselin, N.J.
Staff: 18
Chief executive: Marc Scudillo

BT Wealth Management*

AUM: $1,065,554,126
Atlanta
Staff: 17

Rollins Financial Advisors

AUM: $1,105,582,212
Atlanta
Staff: 17
Chief executive: Joseph Rollins

D'Orazio & Associates Inc.*

AUM: $1,139,492,848
Falls Church, Va.
Staff: 5
Chief executive: Joseph D'Orazio

Sella & Martinic

AUM: $1,170,191,152
Rockville, Md.
Staff: 29
Chief executive: E. Geoffrey Sella

Beaird Harris

AUM: $1,262,071,328
Dallas,
Staff: 15
Chief executive: Pat Beaird

Sax Wealth Advisors

AUM: $1,278,308,016
Parsippany, N.J.
Staff: 15
Chief executive: Kyle Stawicki

Marcum Wealth

AUM: $1,285,111,195
Cleveland
Staff: 38
Chief executive: Eric Wulff

RKL Wealth Management

AUM: $1,308,876,016
Lancaster, Pa.
Staff: 25
Chief executive: Laurie Peer

CFO4Life*

AUM: $1,327,822,238
Coppell, Texas
Staff: 18
Chief executive: Levi McMellian

BT Family Office*

AUM: $1,340,000,000
Atlanta
Staff: 3
Chief executive: Steven Nowak

Jackson Thornton Asset Management

AUM: $1,340,060,000
Montgomery, Ala.
Staff: 15
Chief executive: Thomas Bedsole

Lutz Financial*

AUM: $1,433,927,817
Omaha, Neb.
Staff: 15
Chief executive: Jim Boulay

Frank, Rimerman Advisors*

AUM: $1,450,311,875
Palo Alto, Calif.
Staff: 4
Chief executive: Patrick Sullivan

Thomas Doll

AUM: $1,499,712,058
Walnut Creek, Calif.
Staff: 85
Chief executive: Barry Oliver

John F Suby Wealth Management*

AUM: $1,540,528,217
Madison, Wis.
Staff: 5
Chief executive: John Suby

LBMC Investment Advisors

AUM: $1,675,000,000
Brentwood, Tenn.
Staff: 7
Chief executive: Greg Herman

CPS Investment Advisors*

AUM: $1,702,429,209
Lakeland, Fla.
Staff: 14
Chief executive: Peter Golotko

Boulay Financial Advisors

AUM: $1,838,300,000
Eden Prairie, Minn.
Staff: 30
Chief executive: Dave Bremer

CCR Wealth Management

AUM: $2,000,000,000
Westborough, Mass.
Staff: 25
Chief executive: David Borden

BerganKDV Wealth Management

AUM: $2,023,698,154
Minneapolis
Staff: 23
Chief executive: David Hinnenkamp

Dixon Hughes Goodman Wealth Advisors

AUM: $2,100,000,000
Asheville, N.C.
Staff: 38
Chief executive: Will Sneed

Schneider Downs Wealth Mgmt.*

AUM: $2,114,935,226
Pittsburgh
Staff: 24
Chief executive: Nancy Skeans

BDO Wealth Advisors

AUM: $2,133,860,374
Jacksonville, Fla.
Staff: 31
Chief executive: David Albaneze

Wealth Management

AUM: $2,399,343,951
Norfolk, Neb.
Staff: 101
Chief executive: Jared Faltys

Baker Tilly Wealth Management*

AUM: $2,480,374,309
Madison, Wis.
Staff: 30

RubinBrown Advisors

AUM: $2,500,000,000
St. Louis
Staff: 20
Chief executive: Tom Tesar

Rehmann Financial*

AUM: $2,583,645,000
Lansing, Mich.
Staff: 37

Andersen*

AUM: $2,592,313,522
McLean, Va.
Staff: 1,148

Moss Adams Wealth Advisors*

AUM: $2,780,691,791
Seattle
Staff: 55
Chief executive: Justin Fisher

Level Four Advisory Services*

AUM: $2,792,891,273
Dallas
Staff: 134
Chief executive: Edmon "Jake" Tomes

Frontier Wealth Management

AUM: $3,000,000,000
Kansas City, Mo.
Staff: 52
Chief executive: Nick Blasi

Citrin Cooperman

AUM: $3,000,000,000
New York City
Staff: 15
Chief executive: Rob Brown

Provenance Wealth Advisors

AUM: $3,341,747,828
Ft. Lauderdale, Fla.
Staff: 48
Chief executive: Eric Zeitlin

Warren Averett Asset Management

AUM: $3,500,000,000
Birmingham, Ala.
Staff: 50
Chief executive: Joshua Reidinger

Aldrich Wealth

AUM: $4,250,000,000
Lake Oswego, Ore.
Staff: 35
Chief executive: Scott Barchus

Wipfli Financial Advisors

AUM: $4,533,570,867
Milwaukee
Staff: 78
Chief executive: Jeff Pierce

BKD Wealth Advisors

AUM: $4,994,396,323
Springfield, Mo.
Staff: 64
Chief executive: Steven Toomey

HBKS Wealth Advisors

AUM: $5,053,264,661
Erie, Pa.
Staff: 91
Chief executive: Christopher Allegretti

Forum Financial Management*

AUM: $5,365,775,482
Lombard, Ill.
Staff: 118
Chief executive: Nirav Batavia and Jonathan Rogers

Sequoia Financial Group

AUM: $5,500,000,000
Akron, Ohio
Staff: 90
Chief executive: Tom Haught

SignatureFD

AUM: $5,509,962,337
Atlanta, Ga.
Staff: 88
Chief executive: Heather Fortner

Joel Isaacson & Co.

AUM: $5,515,350,075
New York City
Staff: 44
Chief executive: David Peltz

CBIZ Investment Advisory Services*

AUM: $6,731,651,600
Cleveland
Staff: 89

CliftonLarsonAllen Weath Advisors

AUM: $9,040,000,000
CLA does not have a designated headquarters location.
Staff: 145
Chief executive: Jen Leary

Savant Wealth Management

AUM: $9,591,019,191
Rockford, Ill.
Staff: 210
Chief executive: Brent Brodeski

myCIO Wealth Partners

AUM: $9,913,015,185
Philadelphia
Staff: 49
Chief executive: Adrian Verueco

RSM US Wealth Management

AUM: $10,200,000,000
Minneapolis
Staff: 123
Chief executive: Dave Scudder

Plante Moran Financial Advisors

AUM: $16,319,543,549
Southfield, Mich.
Staff: 172
Chief executive: John Lesser
Daniel Hood
Editor-in-chief, Accounting Today
Wealth management Financial planning Top Firms by AUM
MORE FROM ACCOUNTING TODAY