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

RSM US Wealth Management Minneapolis, MN
Oujo Wealth Strategies Wall Township, NJ
BCS Wealth Management Johnson City, TN
myCIO Wealth Partners Philadelphia, PA
Dopkins Wealth Management, LLC Williamsville, NY
Savant Wealth Management Rockford, IL
KMH Wealth Management/Keller CPAs Victoria, TX
CliftonLarsonAllen Weath Advisors Charlotte, NC
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

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