Each year, Accounting Today magazine publishes their “Wealth Magnets” article to rank the top 150 wealth management firms which are affiliated with CPA firms by assets under management. We are proud to announce that BCS Wealth Management was ranked 85th in the country and 4th in the state of Tennessee in 2016.
If you will recall, BCS Wealth Management was ranked in 2015 at 96th, so even in a year of volatility and choppy markets, our firm has continued to grow in size and compared to our peers in the industry. We see this as a testament to our team and their hard work, and also our clients who place their trust in us.
Accounting Today is a leading provider of print and online business news for the tax and accounting community, offering breaking news, in-depth features, insightful editorial analysis, and a host of web-related resources and services. Accounting Today is part of SourceMedia’s Professional Services group.
We are fortunate to have clients who believe in the value that we bring them. We look forward to continued growth in the future.
Accounting Today’s “The Top 150 Firms by AUM (2016)” ranking was assembled using data from Audit Analytics. Submissions were received from over 200 firms. In most cases, firm names are those of the financial planning/advisory subsidiary, not the CPA Firm. CPA firms were ranked by their total assets under management (“AUM”). The AUM figures were for a variety of dates, but none earlier than year-end 2015. Rankings are not indicative of a firm’s future performance nor do they evaluate the quality of services provided to clients. BCS Wealth Management did not pay a fee to participate in this ranking.