Adams Brown Wealth Consultants has ranked among the nation’s top financial planning firms, as measured by assets under management, according to Accounting Today’s 2023 Wealth Magnets list of top firms.
Coming in at 74 out of 150 firms, Adams Brown is the only firm from Kansas or Arkansas to make the list. Now in its 17th year, being recognized as a Wealth Magnet is a testament to the quality of service provided by CPA firms with financial planning practices, company officials said.
This year’s study saw participation from over 200 firms submitting their AUM data. The rigorous evaluation involved data reported directly by the financial planners, supplemented with information from broker-dealers and independent market research services. Adams Brown’s position on this list was earned purely through merit and performance, with no monetary transactions involved for ranking.
“Being recognized in this way is a clear affirmation of the trust our clients place in us,” said Justin Mitchell, partner, managing wealth consultant. “This ranking isn’t just about our firm’s success; it’s about the success of our clients. Our ultimate goal is to help our clients achieve their personal and financial goals, and we couldn’t be more proud to serve as their trusted advisors.”
To view the Top Firms by AUM 2023 list, go towww.accountingtoday.com/top-firms-by-aum.