Accounting Today is in the midst of collecting submissions for its 2023 ranking of the Top Firms by AUM.
Now in its seventeenth year, this report from Accounting Today ranks CPA firms involved in financial planning by assets under management, providing an invaluable insight into this burgeoning field.
Candidates for the list must be CPA firms that have a financial planning practice (including subsidiaries and affiliates), and at least one of the financial planners in the practice must hold a CPA credential.
To participate, complete the survey here.
Submissions must be received by May 5, 2023.
The final list will appear in June on AccountingToday.com and in the print edition of Accounting Today. You can see last year’s list here.
For more information about the report, including the submissions process and eligibility requirements, send an email to Daniel.Hood@Arizent.com.
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