Aprio Wealth Management Recognized on Accounting Today’s 2025 Wealth Magnets List 

ATLANTA – July 28, 2025 – Aprio, the 24^th largest business advisory and accounting firm in the U.S., is proud to announce that Aprio Wealth Management has been named to Accounting Today’s 2025 Wealth Magnets list, which ranks the leading CPA-affiliated firms by assets under management (AUM). 

Now in its 19th year, the annual Wealth Magnets report recognizes firms that are shaping the future of wealth management in the accounting profession. With more than 200 firms submitting for consideration, the list reflects the growing demand for strategic financial planning services led by CPAs. 

“This recognition highlights the trust our clients place in Aprio Wealth Management to help them build and protect their financial futures,” said Keith Greenwald, CEO, Aprio Wealth Management. “Our holistic approach to advisory services – combining tax, financial planning, and investment strategy – continues to be a differentiator in the marketplace.” 

Aprio Wealth Management is a key part of Aprio’s mission to deliver comprehensive, forward-looking advice to individuals, families, and business owners across the country. Its inclusion in this year’s Wealth Magnets ranking underscores the firm’s momentum and continued growth. 

To view the full 2025 Wealth Magnets list, visit Accounting Today. 

To learn more about Aprio Wealth Management services, visit www.wealth.aprio.com. 

About Aprio     

Aprio is the brand name under which Aprio, LLP, and Aprio Advisory Group, LLC, deliver professional services. Since 1952, clients throughout the U.S. and across more than 50 countries have trusted Aprio for guidance on how to achieve what’s next. As a premier business advisory and accounting firm, Aprio Advisory Group, LLC, delivers advisory, tax, managed, and private client services to build value, drive growth, manage risk, and protect wealth, and Aprio, LLP, provides audit and attest services. With proven experience and genuine care, Aprio serves individuals, entrepreneurs, and businesses, from promising startups to market leaders alike. Aprio has grown to 2,000+ team members providing solutions to clients in industries including Manufacturing and Distribution, Non-Profit and Education, Professional Services, Real Estate, Construction, Restaurant, Franchise & Hospitality, Government Contracting, and Technology. Aprio.com     

About Aprio Wealth Management 

Aprio Wealth Management delivers integrated, fiduciary-based financial services designed to simplify the complexities of wealth management. As a fee-only SEC Registered Investment Advisor, Aprio Wealth Management offers comprehensive planning across investments, tax strategy, retirement, estate planning, insurance, and family office services. Clients benefit from the continuity and coordination of working with a single, collaborative team that understands their complete financial picture. Backed by the resources and infrastructure of a top 25 accounting and business advisory firm, Aprio Wealth Management provides objective guidance, strategic insight, and long-term value across generations. 

Investment Advisory services are offered through Aprio Wealth Management, LLC, an independent Securities and Exchange Commission Registered Investment Advisor. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities, and past performance is not indicative of future results. Investments involve risk and are not guaranteed. Be sure to first consult with a qualified financial adviser and/ or tax professional before implementing any strategy discussed here. 

Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Aprio Wealth Management, LLC is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Aprio Wealth Management, LLC. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. 

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Aprio Media Contact    

Leslie Bashuk, Senior Public Relations Specialist    

[email protected]