The 2018 Billion-Dollar Planners

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June 10, 2018
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Each year, Accounting Today ranks the Top 150 CPA Firms by Assets Under Management in our Wealth Magnets list — and each year, the number of firms with over $1 billion in AUM increases significantly. This year, thanks in no small part to strong markets, the number of CPA financial planners over the billion mark nearly doubled, from 19 to 36.

For the full list of Wealth Magnets, click here.

Note: Data for firm marked with a dagger is supplied by Audit Analytics, a premium online intelligence service that delivers audit, regulator and disclosure analysis to the accounting community.

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