Top 150 Firms By AUM: 2021 Wealth Magnets

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American Registry

An independent company, not affiliated with or endorsed by "Accounting Today" or its publisher.

Recognized By: Accounting Today
Publication Date: June 2021
Number of Honorees: 121

Businesses Receiving This Recognition

Glass Jacobson Financial Group Owings Mills, MD
Bernath & Rosenberg New York, NY
Cherry Bekaert Wealth Management Richmond, VA
Tellone Management Group Inc Anaheim, CA
Joel Isaacson & Co. New York, NY
CBIZ Investment Advisory Services Cleveland, OH
BGM Wealth Partners Bloomington, MN
SignatureFD Atlanta, GA
Sikich Financial Springfield, IL
Sequoia Financial Group Akron, OH
Forum Financial Management Lombard, IL
HBKS Wealth Advisors Erie, PA
Gross Mendelsohn & Associates Baltimore, MD
BKD Wealth Advisors Indianapolis, IN
Smith & Howard Wealth Management Atlanta, GA
Wipfli Financial Advisors Milwaukee, WI
Aldrich Wealth Portland, OR
HBC Financial Services Seattle, WA
Warren Averett Asset Management, LLC Birmingham,, AL
SK Wealth Management Providence, RI
Provenance Wealth Advisors Ft. Lauderdale, FL
AAF Wealth Management Westborough, MA
Andrews, Lucia Wealth Management Danville, CA
Mark Sheptoff Financial Planning Glastonbury, CT
Citrin Cooperman New York, NY

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