Accounting Today - Formulas for Success

Notes on the report

$6,714,316,818 Plante Moran Financial Advisors 5,315,263,806 myCIO Wealth Partners 3,948,000,000 Joel Isaacson & Co. 3,942,000,000 RSM McGladrey

2,355,808,600 Wipfli

1,948,000,000 Savant Capital Management
1,900,000,000 LarsonAllen Financial
1,840,000,000 BKD Wealth Advisors
1,467,315,555 HbK Sorce Financial
1,333,295,909 SignatureFD
1,308,230,613 Baker Tilly Virchow Krause
1,101,336,005 Moss Adams Wealth Advisors
1,100,000,000 Berkowitz Dick Pollack & Brant
1,079,000,000 Honkamp Krueger Financial Services
Southfield, Mich.
Philadelphia
New York City
Minneapolis
Milwaukee
Rockford, Ill.
Minneapolis
Springfield, Mo.
Erie, Pa.
Atlanta
Madison, Wis.
Seattle
Miami
Dubuque, Iowa
LOCATION

15 105 Robert Palmer
1 27 David Lees
1 36 Joel Isaacson
27 72 Randy Matz
20 873 Rick Dreher
7 70 Brent Brodeski
7 47 Tony Hallada
4 36 Jack Thurman
9 51 Christopher Allegretti
2 25 Jeffrey Peller
11 1,350 Tim Christen
9 34 Rebecca Pomering
3 162 Richard Berkowitz
6 47 John Darrah
OFFICES STAFF MANAGING PARTNER
AUM
FIRM NAME
LOCATION
OFFICES STAFF MANAGING PARTNER

935,000,000 Truepoint 1

854,000,000 Capital Performance Advisors

820,000,000 Dixon Hughes Goodman Wealth Advisors 13

819,927,216 Elliott Davis Investment Advisors 4

805,000,000 Howard Financial Services 1

754,000,000 Clifton Gunderson Wealth Management 9

724,634,152 Windham Brannon Financial Group 1

700,000,000 CCR Wealth Management 2

700,000,000 Vista Wealth Management 5

684,000,000 Jackson Thornton Asset Management

670,000,000 Forum Financial Managment 3

650,000,000 Citrin Cooperman Wealth Management 5

628,000,000 Schneider Downs Wealth Management
Advisors Pittsburgh 2

624,000,000 Sequoia Financial Group Cleveland 3

580,000,000 Investment Partners New Philadelphia, Ohio 4

555,000,000 GHP Investment Advisors Denver 1

522,531,841 SPC Financial Rockville, Md. 1

514,000,000 Dopkins Wealth Management Williamsville, N.Y.

500,000,000 HA&W Wealth Management/Tegra Financial Atlanta 1

426,322,000 Weaver Wealth Management Dallas 6

425,000,000 Anchin, Block & Anchin New York City 1

425,000,000 Dynasty Quest Sedona, Ariz. 2

387,729,084 Valley National Advisors Bethlehem, Pa. 4

383,653,051 Beaird Harris Wealth Management Dallas 1

359,000,000 Corrigan Financial Middletown, R.I. 1

355,000,000 LBMC Investment Advisors Brentwood, Tenn. 3

351,000,000 ML&R Wealth Management Austin, Texas

350,000,000 EisnerAmper Wealth Management
and Corporate Benefits 8
329,310,383 Lassus Wherley 2
305,000,000 Wealthquest Financial Services

300,000,000 Orizon Group 1 264,600,000 Kemper Capital Management 5 256,313,000 Boulay Financial Advisors 1 255,547,541 CRA Financial 1 252,000,000 SMF Financial Advisors

250,000,000 SS&G Wealth Management 2 245,000,000 KEB Asset Management

244,739,987 Traphagen Investment Advisors 1 243,000,000 Herbein Wealth Management

220,277,578 Jack Oujo CPA 1 215,278,000 Glass Jacobson 2 212,499,108 Asset Strategies 4 205,000,000 KLR Wealth Management 3 205,000,000 SC&H Group 3 204,000,000 Lauterbach Financial Advisors

201,000,000 WebsterRogers Investment Advisors
Cincinnati
Walnut Creek, Calif.
Asheville, N.C.
Greenville, S.C.
Dallas
Middleton, Wis.
Atlanta
Westborough, Mass.
San Francisco
Montgomery, Ala.
Lombard, Ill.
New York City

23 Michael Chasnoff
Barry Oliver
23 Woody Hoyle
21 Allen Gillespie
16 James Howard
50 Brad Mueller
16 James Heard
10 David Borden
15 Michael Spector
George Smith
22 Norbert Mindel
7 David Bruckman

10 Don Linzer
25 Thomas Haught
16 Steven Stocker
7 Steven Levey
27 Edward Geoffrey Sella
Brian Cannon
15 Nick Bhandari
15 David Sego
5 Frank Schettino
2 Steven Siegel
25 Thomas Riddle
8 Pat Beaird
18 Daniel Corrigan
4 Greg Herman
Steve Harvey

For our fifth annual ranking of CPA firms by assets under management, we received submissions from 186 financial planning practices, against 181 last year. That meant some changes in the tiers of firms: While the $100+ Million Club grew to 78 members, from 69 last year, the Billion Dollar Club actually shrank by one, to 14 members, after national firm Crowe sold off its wealth management arm to a joint venture partner.

So many firms means, among other things, wide diversity in practice structure and in the information submitted.

In most cases, firm names are those of the financial planning subsidiary, not the overall CPA firm.

For simplicity’s sake, we have listed the heads of the planning practices under “managing partner,” though many bear different titles.

Many firms gave a date for the AUM figure they submitted; these varied widely, from the date of submission to the most recent quarter, but in no case where a firm gave a reporting date was it earlier than year-end 2010.

For a significant number of firms, we don’t have the number of employees or locations, so rather than run an overall (and incomplete) table of staff figures, we have included the figures from those firms that did report them in the list itself.

In cases where a financial planning firm is a subsidiary of a larger CPA firm, some report staff and office figures for just the subsidiary, some just for the overall CPA firm, and some for both. In cases where we had a choice, we went with figures from just the financial planning subsidiary.

Bridgewater, N.J. New Providence, N.J. Norfolk, Va. Omaha, Neb. Robinson, Ill. Eden Prairie, Minn. Northfield, N.J. Clifton, N.J. Akron, Ohio Springfield, Ill. Oradell, N.J. Wyomissing, Pa. Wall, N.J. Owings Mills, Md. Casper, Wyo. Providence, R.I. Sparks, Md. El Paso, Texas Florence, S.C.

25 Marc Scudillo 25 Clare Wherley Jeff Chernitzer 40 Gene Garrelts 15 Thomas Moore 9 Dave Bremer

5 M. Reynolds / T. Reynolds
Michael Shenker
10 Carina Diamond
Marc Carter
4 P. Traphagen/R. Traphagen
William Morgan
8 Jack Oujo
65 Edward Jacobson
8 Connie Brezik
4 Peri Ann Aptaker
270 Ronald Causey
Jon Sonnen
Frank Rogers