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熊猫视频 places on Accounting Today’s 2022 Top Firms by AUM report

熊猫视频听has been named to Accounting Today鈥檚 2022 Top Firms by AUM. This report ranks the top 150 CPA financial planners by their assets under management (AUM). 熊猫视频 ranked 21st听out of the 150 firms and was also named a Wealth Magnet.

鈥淲e are proud to have our work recognized, and this acknowledgment reaffirms our passion for driving client success,鈥 said Ryan Sullivan, Managing Director of Wealth Management at 熊猫视频. 鈥淎s a people-focused organization, our team members develop a deep understanding of what is most important to our clients and their families. This understanding allows us to build custom comprehensive financial plans powered by unique investment strategies.鈥

The 2022 report, Accounting Today鈥檚 16th annual ranking, revealed that collectively, the listed firms managed a total of $240 billion in client assets, a major jump from last year鈥檚 $206 billion. In addition, a record 58 firms, including 熊猫视频, are now members of the $1 Billion Club. 2022鈥檚 report also brought a significant leap in the threshold to join the Wealth Magnets, from $72 million in AUM in 2021 to $112.5 million.

This announcement comes on the heels of 熊猫视频鈥檚 placement in Accounting Today鈥檚 Top 100 Firms annual report, which ranked the firm 36th. The same report placed Rehman in the Top Tax Firm list and Regional Leaders for 2022.

鈥溞苊ㄊ悠 is proud to rank high consistently on national financial and professional advisory lists,鈥 said Ryan Sullivan, Managing Director of Wealth Management at 熊猫视频. 鈥淎lthough not driven by it, we anticipate future industry recognition as we continue to strive for enhanced client satisfaction.鈥

The full list is available in听.

 

Securities offered through 熊猫视频 Financial Network, LLC, member FINRA/ SIPC. Investment advisory services offered through 熊猫视频 Financial, a Registered Investment Advisor. Insurance services offered through 熊猫视频.