Wipfli ranks fifth in nation in assets under management for CPA firms

In a recent survey of CPA firms offering financial planning and investment advisory services, Wipfli LLP ranked fifth nationwide in total assets under management.

The survey was conducted by Top Firms by AUM, a supplement to the industry magazine, Accounting Today, and was based on information collected from 186 participating CPA firms. Wipfli’s fifth-place ranking reflects assets under management through the firm’s affiliated company of Wipfli Hewins Investment Advisors LLC/Hewins Financial Advisors.

The survey and its rankings were featured in an article entitled, “Wealth Magnets.” The article reported that the top 14 firms, of which Wipfli is included, manage $35 billion of the $55 billion represented by the total firms in the survey.

To view the survey, visit www.webcpa.com.