Accounting Today Ranks Top CPA-Affiliated Wealth Management Firms for 2026
Accounting Today has released its 20th annual ranking of the top CPA firms by assets under management (AUM) within the wealth management sector. The report analyzes submissions from nearly 200 firms, highlighting the significant role that financial planning subsidiaries play in the broader accounting industry. Savant Wealth Management leads the rankings with approximately $49.57 billion in AUM, followed by Plante Moran Financial Advisors and Choreo. The data reflects a diverse landscape of practice structures, where many top-performing entities operate as specialized financial planning subsidiaries rather than under the primary CPA firm's name.
Topics: Accounting Industry Rankings Assets Under Management CPA Firms Wealth Management
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Part of the story Lighthouse Wealth Management Ranked #141 on Accounting Today's 2026 Wealth Magnets List (2 articles)