熊猫视频 named one of Accounting Today’s 2023 Top Firms by AUM
熊猫视频 has been named to Accounting Today鈥檚 list of 2023 Top Firms by AUM. This report ranks the top 150 CPA financial planners by their assets under management (AUM). 熊猫视频 ranked 18th and was also named a Wealth Magnet, a designation for firms that successfully maintained stability during periods of financial uncertainty.听
鈥溞苊ㄊ悠 boasts a team of dedicated and passionate professionals who understand volatile markets and are committed to helping our clients navigate uncertainty in order to maintain focus on their long-term success,鈥 said Ryan Sullivan, firm wide Managing Director of Wealth Management at 熊猫视频. 鈥淥ur organization has a thorough understanding of what is most important to our clients, and we are proud to have our efforts recognized.鈥听
The 2023 report, Accounting Today鈥檚 seventeenth annual ranking, considered submissions from over 200 firms nationwide. The report additionally revealed that collectively, the listed firms managed a total of $228 billion in client assets. This year鈥檚 ranking marks 熊猫视频鈥檚 3rd consecutive time appearing on the list.听
鈥淲e are honored to consistently rank on a nationally recognized report,鈥 added Sullivan. 鈥淥ur team is driven by client success and passion, and potential future industry recognitions will continue to inspire our team and help us better understand our strengths as firm.鈥澨听
Investment advisory services offered through 熊猫视频 Wealth, a Registered Investment Advisor. Securities offered through 熊猫视频 Financial Network LLC, member FINRA/SIPC.听