Accounting Today is in the midst of collecting submissions for its 2021 ranking of the Top Firms by AUM.
Now in its fifteenth year, this report from Accounting Today ranks CPA firms involved in financial planning by assets under management, providing an invaluable insight into this burgeoning field.
Candidates for the list must be CPA firms that have a financial planning practice (including subsidiaries and affiliates), and at least one of the financial planners in the practice must hold a CPA credential.
To participate, complete the survey at this link:
Submissions must be received by May 10, 2021.
The final listing will appear in June on AccountingToday.com and in the print edition of Accounting Today.
For more information about the report, including the submissions process and eligibility requirements, send an e-mail to