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2023 Billion-Dollar Wealth Magnets |
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2023 Billion-Dollar Wealth Magnets |
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| Each year, Accounting Today ranks the top 150 CPA financial planners by their assets under management. Based on AUM, it turns out that last year (like the year before) was a great one. |
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| At the same time, the number of Wealth Magnets in the $1 Billion-Plus Club dropped to 49 from 58, thanks in part to the same market turmoil, but perhaps more importantly to the wave of M&A sweeping through wealth management firms. | See the list → |
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| At the same time, the number of Wealth Magnets in the $1 Billion-Plus Club dropped to 49 from 58, thanks in part to the same market turmoil, but perhaps more importantly to the wave of M&A sweeping through wealth management firms. | See the list → |
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