Accounting Today: The 2025 Billion-Dollar Wealth Magnets
For the third year in a row, Savant Wealth Management ranked number one on Accounting Today’s annual list of Billion-Dollar Wealth Magnets. The publication’s 19th annual ranking of integrated CPA and wealth management firms by assets under management (AUM) received submissions from more than 200 firms. Savant did not pay to participate in the ranking.
2025 Accounting Today Billion-Dollar Wealth Magnet: This annual ranking published in June 2025 includes the top CPA financial planners with a wealth management/financial planning practice based on assets under management. Savant did not pay a fee to be included in this ranking.
2024 Accounting Today Billion-Dollar Wealth Magnet: This annual ranking published in June 2024 includes the top CPA financial planners with a wealth management/financial planning practice based on assets under management. Savant did not pay a fee to be included in this ranking.
2023 Accounting Today Billion-Dollar Wealth Magnet: This annual ranking published in June 2023 includes the top CPA financial planners that have a wealth management/financial planning practice based on assets under management. Savant did not pay a fee to be included in this ranking. Please review detailed report here.