Accounting Today

2018 Wealth Magnets: The Top 150 CPA Firms by AUM 

Wealth Magnets: The Top 150 CPA Firms by AUM

For the sixth year, Savant landed a top spot on the “Wealth Magnets: The Top 150 CPA Firms by AUM” list by Accounting Today magazine in 2018. Advancing one spot from 2017, Savant was named #4 out of 150 leading CPA financial planning firms in the United States. Savant is part of the “Billion Dollar Club” category based on AUM. Today, Savant manages nearly $6 billion in assets for its clients.

"2018 Wealth Magnets: The Top 150 CPA Firms by AUM" is an independent listing published by Accounting Today. Rankings are based on assets under management. According to the report notes, over 200 CPA firms applied and 150 firms were recognized. In most cases, firm names are those of the financial planning subsidiary, not the affiliated CPA firm. Many firms gave a date for the AUM figure they submitted; these varied widely, from the date of submission to a recent quarter-end, but in no case was it earlier than year-end 2017. Data was provided by Audit Analytics, a premium online intelligence service that delivers audit, regulator and disclosure analysis to the accounting community.

Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Savant is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Savant by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. Savant does not pay fees to be considered for any ranking or recognition but may purchase plaques or reprints to publicize rankings