Wipfli Ranks Fifth in Nation in Assets Under Management for CPA Firms
October 21, 2009
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 CPA Wealth Provider, a supplement to the industry magazine, Accounting Today, and was based on information collected from 132 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 10 firms, of which Wipfli is included, manage $25 billion of the $40 billion represented by the total firms in the survey.
To view the survey, visit www.webcpa.com. For more information about Wipfli’s wealth management services contact, Ed Drake at 608.270.2917.
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