Money can be complicated, and finding personalized financial advice can make a significant difference. Adams Brown Wealth Consultants offers nuanced, customized guidance to high-net-worth individuals and businesses. Recognized for their excellence, Accounting Today has named Adams Brown Wealth Consultants as a Top Firm by Assets Under Management (AUM): Wealth Magnets.

Accounting Today stated the firms selected have a collective $295 billion in AUM, which has increased 29% from last year’s $228 billion. With significant growth in wealth management activity this year, the threshold for making this list is now $108 million, compared to $85 million last year.

Adams Brown Wealth Consultants reported AUM of more than $765 million when Accounting Today collected the survey data in early May 2024.

The firm is the sole Kansas-based company to make the Top 150 list.

“We came in at #60 this year, up 15 spots from #75 in 2023,” said Justin Mitchell, principal at Adams Brown Wealth Consultants. “Over the past year, we have strategically expanded our team to serve our clients better.”

The firm has fueled its growth by combining financial advisors and CPAs under one roof. They specialize in holistic wealth management, financial planning and investment management, retirement design, estate planning, tax strategy, business planning and more.

“Our goal is to provide solutions that help our clients achieve their financial and personal goals,” added Mitchell. “This achievement is a testament to our team’s expertise and the hard work they put in to help individuals, families and business owners thrive.”

View the Top Firms by AUM 2024 list at https://arizent.brightspotcdn.com/59/25/477d85fc4ec2ab7084b2041564fe/the-top-firms-by-aum.pdf