BCS Wealth Management has been acknowledged in Accounting Today magazine for a seventh consecutive year. The 2021 Accounting Today “Wealth Magnets” article ranks the top 150 wealth management firms which are affiliated with CPA firms. BCS Wealth Management is proud to be recognized as third in Tennessee and 72nd in the country based on assets under management.
In 2015, the first year BCS Wealth Management was on the list, our firm was ranked fourth in the state and 96th nationally. We attribute our rise in the rankings to the trust our clients place in us and their willingness to recommend us to their family, friends, and colleagues. We thank our clients and friends who provide us the opportunity to be of service.
Accounting Today is a leading provider of print and online business news for the tax and accounting community. Accounting Today’s “The Top 150 Firms by AUM (2021)” ranking was assembled using data from Audit Analytics. Submissions were received from almost 200 firms. In most cases, firm names are those of the financial planning/advisory subsidiary, not the CPA Firm. 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 2020. 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.
